Financial Services Representative

hace 4 semanas


Xico, México Citigroup Inc. A tiempo completo

Job Summary: We are seeking a skilled Field Sales Intmd Officer to join our team at Citigroup Inc. This is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location.

Main Responsibilities:

  • Develop and implement sales plans to achieve all monthly and annual new asset referral targets.
  • Interact with managers and directors to ensure ongoing communication regarding existing and future client needs.
  • Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities.
  • Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets.
  • Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles.
  • Resolve client complaints and issues promptly and efficiently.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
  • Qualifications:
    • 2-5 years of relevant experience.
    • Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10.
    • Previous sales experience preferred.
    • Ability to communicate with all levels of management.
    • Extensive knowledge of financial and securities industry regulations.
    • Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements.
    • Effective problem-solving and decision-making skills.
    • Consistently demonstrates clear and concise written and verbal communication.

Education: Bachelor's degree/University degree or equivalent experience.

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



  • Xico, México Bitfinex A tiempo completo

    We are seeking a skilled Financial Services Representative to support our clients in the cryptocurrency industry. This role involves effectively handling inquiries and requests from corporate and professional traders, continuously upgrading skill sets, and leading by example to demonstrate full ownership of outstanding customer service.Key...


  • Xico, México Citi A tiempo completo

    Citi is seeking a highly motivated Financial Services Sales Representative to join our team in the United States.As a Financial Services Sales Representative, you will be responsible for providing exceptional customer service and meeting sales targets for financial products and services within your assigned district or location. You will work closely with...


  • Xico, México Citi A tiempo completo

    The Financial Services Representative is a key position at Citi, responsible for providing exceptional customer service and meeting sales targets within their assigned district or location. The role requires strong communication skills, product knowledge, and the ability to build relationships with clients to understand their financial needs.**Job...


  • Xico, México Daimler Truck Ag A tiempo completo

    About Daimler Truck AGDaimler Truck AG is a leading global automotive industry company with over 120 years of experience. We operate in more than 200 countries and have diverse teams that reflect our corporate values: Passion, Respect, Integrity, and Discipline.Our organization is dynamic, constantly facing new challenges, and we seek highly committed...


  • Xico, México Amazon A tiempo completo

    Senior Account Representative, Financial ServicesAs a Senior Account Representative, Financial Services, you will play a key role in driving growth and shaping the future of some of the largest Financial Services Companies in México. You will work with the Mexico FSI Industry team to define account strategies, identify and close opportunities to drive...


  • Xico, México Citi A tiempo completo

    In the role of Field Sales Officer at Citi, you will be responsible for providing exceptional customer service and driving sales growth for financial products and services. This is an intermediate position that requires a wide range of product knowledge to build strong relationships with clients and identify their financial needs.Key responsibilities...


  • Xico, México Amazon A tiempo completo

    As a Senior Account Representative, Financial Services at Amazon, you will have the exciting opportunity to help drive growth and shape the future of some of the largest Financial Services Companies in México. You will work with the Mexico FSI Industry team to define account strategies, identify and close opportunities to drive business expansion within the...


  • Xico, México Amazon A tiempo completo

    As a Senior Account Representative, Financial Services Expert at Amazon, you will have the opportunity to drive growth and shape the future of some of the largest Financial Services Companies in México. You will work with the Mexico FSI Industry team to define account strategies, identify and close opportunities to drive business expansion within the...


  • Xico, México Citigroup Inc. A tiempo completo

    Job Summary:The Financial Services Analyst is an intermediate-level position responsible for ensuring the accurate registration of financial products operated by Bank and Brokerage House. This role involves analyzing accounting versus operating system data to ensure correct recording in financial statements for the Bank and Brokerage House.Key...


  • Xico, México Unlimit A tiempo completo

    About Unlimit, a global fintech company founded in 2009, we offer a wide range of financial services. Our mission is to provide stability in the ever-changing financial landscape. We are seeking an experienced accountant with a passion for financial services and payment methods to join our team in Limassol, Cyprus.Job Summary: As a financial services...


  • Xico, México Bank Of America A tiempo completo

    About the RoleAs a Financial Services Operations Specialist, you will play a critical role in ensuring the timely and accurate processing of credit operations servicing activities. You will serve as a point of contact for assigned clients, reviewing and tracing outstanding payments, amount discrepancies, returned/unpaid items, and renewal/maturity...


  • Xico, México Daimler Truck Ag A tiempo completo

    About Daimler Truck AgWe are a leading financial services provider to the Daimler Trucks group, offering tailored solutions to meet the needs of our clients and distributors. With over 25 years of experience in Mexico, we have built a reputation for service excellence through technological innovation, digital evolution, and a customer-centric approach.About...


  • Xico, México Citi A tiempo completo

    **Key Responsibilities**:As a Financial Services Professional at Citi, you will be responsible for managing client relationships and providing exceptional customer service. Your key responsibilities will include:Reviewing client needs and asset allocation to provide tailored financial solutions.Advise clients on investment opportunities and risk management...


  • Xico, México Sap Se A tiempo completo

    Job OverviewSap Se seeks a Financial Services Implementation Specialist to implement SAP Concur services, including Expense and Invoice modules. This role involves managing multiple concurrent implementations, gathering client business requirements, designing/configuring SAP Concur services, and delivering outstanding client service.Responsibilities- Manage...


  • Xico, México Novartis A tiempo completo

    About the Role:Novartis is seeking a highly skilled Financial Services Manager to join our team in Mexico. As a key member of our Finance department, you will be responsible for managing our source to pay processes and systems, ensuring accurate document management, and handling budgets and expenses.Key Responsibilities:Conduct detailed analysis of current...


  • Xico, México Bbva A tiempo completo

    Company OverviewBbva is a global company with over 160 years of history, present in 25 countries and serving more than 81 million customers.We are a team of over 110,000 professionals working together to make life easier for our customers through innovative banking solutions.About the JobWe are seeking a Financial Services Professional to join our team. This...


  • Xico, México Western Union A tiempo completo

    **Unlock Your Potential in Global Financial Services**Are you ready to take your career to the next level in a dynamic and fast-paced environment? As a Specialist, Agent Support at Western Union, you will play a key role in providing exceptional service to our North America Bill Payment partners.**Key Responsibilities**Support end-to-end biller operations...


  • Xico, México Citigroup Inc. A tiempo completo

    Citigroup Inc. is seeking a skilled Financial Services Relationship Banker to join our team in Mexico City. In this role, you will be responsible for managing client relationships and providing exceptional customer service.Key Responsibilities:Client Account Management: Review and analyze client needs, proactively engage with clients to validate...


  • Xico, México Jobs For Humanity A tiempo completo

    Company OverviewFIS Global is a leading provider of financial services technology solutions.Job RoleWe are seeking an experienced Financial Services Implementation Specialist to join our team. As a specialist, you will be responsible for implementing our financial services technology solutions for clients worldwide.Key ResponsibilitiesProvide consulting...


  • Xico, México Fundation Group Llc A tiempo completo

    **About the Company**:Fundation Group LLC, a leading financial services provider, is seeking a skilled Financial Services Associate to join our team. **Job Summary:**The ideal candidate will have excellent communication skills, be fluent in English and Spanish, and have experience working with people and technology. **Key Responsibilities:**Provide...