Financial Services Representative
hace 1 semana
The Financial Services Representative is a key role within Citi's Consumer Sales Team, 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 high-level portfolios and other financial products
• Perform the necessary processes and procedures 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
• 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
**Requirements:**
• 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
This role requires a strong understanding of financial products and services, as well as excellent communication and interpersonal skills. If you are a motivated and results-driven individual with a passion for sales and customer service, we encourage you to apply.
-
Financial Services Representative
hace 1 semana
Tijuana, Baja California, México LeadAdvisors A tiempo completoWe are seeking a highly motivated and customer-focused Financial Services Representative to promote and sell our loan products to potential clients. In this role, you will be responsible for engaging with customers to understand their financial needs, explaining loan options, and guiding them through the application process.Key Responsibilities:Outbound...
-
Financial Services Representative
hace 3 días
Tijuana, Baja California, México LeadAdvisors A tiempo completoKey Responsibilities:Outbound Sales: Engage with potential clients to promote our loan products and services.Inbound Sales: Handle incoming calls from clients interested in our financial services.Client Engagement: Build relationships with clients, understand their financial needs, and provide suitable loan options.Data Verification: Confirm client details...
-
Financial Services Representative
hace 2 semanas
Tijuana, Baja California, México 09522 Citibanamex Afore, S.A de C.V., integrante del Grupo Financiero Citibanamex A tiempo completoThe Retention Analyst 1 is an entry-level position responsible for meeting sales targets for financial products and services within their assigned district or location in coordination with the broader Consumer Sales team. The overall objective is to utilize basic product knowledge to build relationships with clients in order to recognize which financial...
-
Leads Specialist Representative
hace 2 semanas
Tijuana, Baja California, México Viamericas A tiempo completoJob Title: Leads Specialist RepresentativeViamericas is a leading provider of international money transfer, bill payment, and check processing services. We are committed to helping immigrants succeed and improve their lives through our financial services.The Lead Sales Representative plays a crucial role in identifying potential customers and clients for our...
-
Bilingual Customer Service Representative
hace 1 semana
Tijuana, Baja California, México Viamericas A tiempo completoWe are a company that specializes in providing financial services for migrants and we are looking for a skilled bilingual telephone executive to join our customer service team.**Responsabilities**:Type in data provided directly from customers. Data entry.- Take Inbound and outbound calls in English.- Handling calls to provide information and resolve any...
-
Loan Sales Specialist
hace 2 meses
Tijuana, Baja California, México LeadAdvisors A tiempo completoAbout the RoleWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at LeadAdvisors. As a key member of our financial services team, you will be responsible for promoting and selling our loan products to potential clients.Key ResponsibilitiesOutbound Sales: Initiate outbound calls to potential clients who...
-
Sales Representative
hace 2 semanas
Tijuana, Baja California, México Medical Departures Inc. A tiempo completoAbout the RoleWe are seeking a highly motivated and experienced Sales Representative to join our team at Medical Departures Inc. As a Sales Representative, you will be responsible for making outbound sales calls to patients and healthcare providers to promote our global dental care services.Key ResponsibilitiesMake outbound sales calls to patients and...
-
Sales Development Representative
hace 2 semanas
Tijuana, Baja California, México Beacon Talent A tiempo completoJob Title: Sales Development RepresentativeWe're a premier provider of talent acquisition and recruitment consulting services to the healthcare and telehealth industry.We're scaling our sales organization and seeking a Sales Development Representative to help us continue to identify and attract more clients for our suite of services.This person will help us...
-
Bilingual Customer Service Representative
hace 19 horas
Tijuana, Baja California, México Viamericas A tiempo completoCustomer Service Representative - French LanguageViamericas is a leading provider of international money transfer, bill payment, and check processing services with a global presence.At Viamericas, we strive to deliver exceptional financial services to migrants, and we're looking for talented individuals to join our team.Responsibilities:Enter customer data...
-
Sales Development Representative
hace 2 semanas
Tijuana, Baja California, México Beacon Talent A tiempo completoUnlock Your Potential as a Sales Development Representative at Beacon TalentWe're a leading provider of talent acquisition and recruitment consulting services to the healthcare and telehealth industry. As a Sales Development Representative, you'll play a crucial role in scaling our sales organization and identifying new clients for our suite of services.Your...
-
Business Solutions Representative
hace 2 días
Tijuana, Baja California, México Viamericas A tiempo completoViamericas is a leading provider of international financial services, ranked #1 in the industry.As a Business Solutions Representative at Viamericas, you will play a key role in developing and servicing a portfolio of clients through telephone visits, generating commercial relationships that drive business growth and profitability.Key...
-
Medical Device Customer Service Representative
hace 1 semana
Tijuana, Baja California, México Enovis A tiempo completoJob Description:Under close supervision, this role is responsible for addressing routine customer inquiries and issues. The representative will frequently escalate more complex custom complaints to senior customer service representatives. This is a learning role that requires 1 to 2 years of experience.About EnovisEnovis Corporation is a medical technology...
-
Financial Services Advisor
hace 1 semana
Tijuana, Baja California, México Citi A tiempo completoThe Citi Internship Program is an entry-level position at Citi where students will receive a foundation of knowledge and training required to contribute as a valuable resource in the company. Interns are administrative and use this position as a start to their career. Assignments focus on attaining core competencies in any of the four core functions at Citi:...
-
Financial Operations Specialist
hace 2 semanas
Tijuana, Baja California, México Cubic Corporation A tiempo completoJob SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at Cubic Corporation. As a key member of our program management team, you will be responsible for providing financial and schedule control services for assigned projects.Key ResponsibilitiesEstablish and maintain cost accounting structures for projectsAssist in...
-
Provisional Financial Advisor
hace 18 horas
Tijuana, Baja California, México Citi A tiempo completoAre you looking for a career in financial services? Do you have a passion for helping others achieve their financial goals? Look no further than this exciting opportunity to join the team at Citi as a Provisional Financial Advisor.Key Responsibilities:Proactively identify and pursue new business opportunities through telemarketing and outreach...
-
Customer Service Representative
hace 4 días
Tijuana, Baja California, México Eddy Pump Corporation A tiempo completoEddy Pump Corporation is a leading engineering and manufacturing company with a global presence. We are seeking a highly skilled and motivated Customer Service Representative to join our team.Key Responsibilities:Serve as the primary point of contact for customers, handling inquiries, order processing, and resolving issues related to products or services in...
-
Bilingual Customer Service Representative
hace 2 semanas
Tijuana, Baja California, México TacnaEddy Pump A tiempo completoCustomer Service RepresentativeWe are seeking a highly motivated and skilled Customer Service Representative to join our team at Eddy Pump Corporation. As a Customer Service Representative, you will be responsible for delivering exceptional customer support and building strong relationships with our clients.Key Responsibilities:Serve as the main point of...
-
Sales Representative
hace 1 semana
Tijuana, Baja California, México Ingram Micro A tiempo completoAt Ingram Micro, we're looking for a skilled Sales Representative to join our team. As an Inside Sales Professional, you'll be responsible for selling our products and services to assigned territories, industries, or accounts. Your focus will be on lead qualification and prospecting, with a goal of acquiring new customers and retaining and growing our...
-
Customer Service Representative Tech Support
hace 1 mes
Tijuana, Baja California, México GGA Solutions A tiempo completoJob Title: Customer Service Representative Tech SupportJob Summary:We are seeking a highly skilled Customer Service Representative Tech Support to join our team at GGA Solutions. As a key member of our customer support team, you will be responsible for providing technical problem resolution to our customers by performing question diagnosis and guiding users...
-
Customer Service Representative
hace 2 días
Tijuana, Baja California, México Tap A tiempo completo**Job Title:** Customer Service Representative - TAP**About the Job:** We are seeking a skilled Customer Service Representative to join our team at TAP. As a key member of our contact center, you will be responsible for providing exceptional customer service to our clients.**Key Responsibilities:Respond to customer inquiries and resolve issues in a timely...