Financial Services Representative
hace 1 mes
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. This entry-level position requires a strong understanding of financial products and services, as well as excellent communication and relationship-building skills.
**Key Responsibilities:**
Establish and maintain high-value accounts by providing expert advice and promoting high-level portfolios and other financial products
Perform processes, procedures, and verbal dialogues to effectively customize offers and cross-sell a range of products and services to existing customers
Analyze client interests, problems, and potential needs for new products and services
Receive and process service requests for clients to achieve their goals and minimize rejections in customer certifications
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 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
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 passion for delivering exceptional customer service and building long-term relationships with clients. If you have a background in financial sales and are looking for a challenging and rewarding role, we encourage you to apply.
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