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Financial Services Representative

hace 2 meses


Ensenada, Baja California, México 08795 Tarjetas Banamex, S.A. de C.V., SOFOM, E.R. A tiempo completo
Job Summary

08795 Tarjetas Banamex, S.A. de C.V., SOFOM, E.R. 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.

Key Responsibilities
  • Establish and maintain high-value accounts by providing expert advice and promoting financial products and services.
  • Perform sales processes and procedures to effectively customize offers and cross-sell financial products and services to existing customers.
  • Analyze client interests, problems, and potential needs for new financial products and services.
  • Process service requests for clients to achieve their goals and minimize rejections.
  • Develop and maintain product and service knowledge, as well as stay current on applicable regulations through internal training programs.
  • Achieve or exceed sales targets set by management.
  • Adhere to strict laws and regulations governing sales practices in a complex sales environment.
  • Assess risk when making business decisions, demonstrating consideration for the company's reputation and safeguarding clients and assets.
Requirements
  • 2-4 years of relevant experience.
  • Previous experience in financial sales preferred.
  • Proficient computer and technology skills.
  • 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 overview of the types of work performed. Other job-related duties may be assigned as required.