Financial Services Representative

hace 1 mes


San Pedro Garza García, Nuevo León, México Citi A tiempo completo

At Citi, we are seeking a skilled Financial Services Representative to join our team. This role is an entry-level position responsible for delivering exceptional client-facing services and processing transactions in a fast-paced branch environment.

**Job Summary:**

This Financial Services Representative will provide a range of services to clients, including account opening, transaction processing, and sales activities. The ideal candidate will have excellent communication skills, be able to work well in a team-oriented environment, and possess a strong understanding of banking products and services.

**Key Responsibilities:**

Client Service:

  • Assist clients in opening new accounts and managing current accounts
  • Process transactions at the teller window or on mobile platforms
  • Provide education on banking products and services to identify solutions that cater to clients' financial goals

Sales and Marketing:

  • Educate clients on banking solutions to enhance existing customer relationships and engage prospects in a banking relationship
  • Manage supervisory responsibilities in managers absence as needed

Qualifications and Requirements:**

The successful candidate will have 1 year of relevant experience, with a working knowledge of Office Package Management and WEB tools. Financial product sales experience is also preferred.

Education and Training:**

A High School diploma or equivalent is required. Additional training and certification may be provided to support professional development.

Compensation and Benefits:**

We offer a competitive salary and benefits package, including health insurance, retirement plans, and paid time off. The estimated annual salary for this role is $45,000 - $60,000, based on location and experience.

Equal Employment Opportunity:**

Citi is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment where everyone has the opportunity to succeed.



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