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Financial Services Representative
hace 2 meses
**About the Role:**
We are seeking a highly motivated and results-driven Financial Services Representative to join our team at 08795 Tarjetas Banamex, S.A. De C.V., Sofom, E.R. As a key member of our sales team, you will be responsible for providing exceptional customer service and meeting sales targets for our financial products and services.
Key Responsibilities:- Establish and maintain high-value accounts by providing expert 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.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.
- 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.
