Financial Services Representative

hace 1 semana

Morelia, Michoacán de Ocampo, México Citi A tiempo completo

Job Summary:

Citi is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key member of our Consumer Sales team, you will be responsible for providing exceptional customer service and meeting sales targets for financial products and services within your assigned district or location.

Key Responsibilities:

  • Establish and maintain high-value accounts by providing expert and professional advice and promoting high-level portfolios and other financial products.
  • Perform the necessary processes, procedures, and verbal dialogues to effectively customize offers and cross-sell an expansive set of products and services to existing customers.
  • Analyze new and existing client interests, problems, and potential need for new products and services.
  • Receive and process service requests for clients to achieve their transfer and have a low percentage of rejections in customer certifications.
  • Develop and maintain product and service knowledge as well as remain current on applicable regulations by attending internal training programs.
  • Achieve or exceed decided sales targets set by management.
  • Adhere to strict laws and regulations governing Telesales practices in a complex sales environment.

Requirements:

  • 2-4 years of relevant experience.
  • Previous experience in financial sales preferred.
  • Proficient computer and technology skills.
  • Consistently demonstrates clear and concise written and verbal communication.
  • Working knowledge of relevant financial regulations.
  • Effective problem-solving and negotiation skills.
  • Demonstrated Influencing and relationship management skills.

Education:

High School diploma or equivalent.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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