Financial Services Representative
hace 20 horas
We are seeking a highly skilled and experienced professional to join our team as a Financial Services Representative. In this role, you will be responsible for providing exceptional customer service and sales support to our clients.
Key Responsibilities- Communicate daily market updates and trading strategies to clients and sales staff.
- Provide guidance to customers on financial products and services.
- Enhance product knowledge and sales techniques through regular market updates and technical analysis.
- Work with Branch Managers to set sales goals and objectives.
- Responsible for driving sales performance and meeting team goals.
- Maintain and manage good relationships with customers and ensure a consistent and superior banking experience.
- Previous banking experience preferred.
- Bachelor's/University degree or equivalent experience.
Visit existing clients to open new accounts and provide sales support.
Work closely with Branch Managers to achieve sales goals and objectives.
Provide regular market updates and technical analysis to enhance product knowledge and sales techniques.
Ensure compliance with internal control and regulatory requirements.
Develop and maintain good relationships with customers to ensure a consistent and superior banking experience.
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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