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Financial Services Representative
hace 2 meses
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.
- 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.
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.