Financial Services Representative

hace 6 días


Guadalajara, Jalisco, México Citibank (Switzerland) Ag A tiempo completo
Job Summary

Citibank (Switzerland) Ag is seeking a highly motivated and experienced Financial Services Representative to join our team. As a Financial Services 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.

Key Responsibilities
  • Customer Service and Sales: Provide customer service assistance and meet sales targets for financial products and services.
  • Relationship Building: Build relationships with clients to understand their financial needs and provide tailored solutions.
  • Product Knowledge: Utilize a wide range of product knowledge to identify and recommend financial products and services that meet client needs.
  • Communication: Develop and maintain effective communication with clients, colleagues, and management to ensure seamless delivery of financial services.
  • Problem-Solving: Analyze client interests, problems, and potential need for new products and services, and provide solutions to meet their needs.
  • Training and Development: Receive training and assistance for team members, including sales executives and tele-callers, to ensure they have the necessary skills to provide exceptional customer service and meet sales targets.
Requirements
  • Experience: 0-2 years of relevant experience in the financial sector and sales.
  • Education: Bachelor's degree/University degree or equivalent experience.
  • Skills: Working knowledge of related financial regulations and mortgage transaction structure, general understanding of regulatory compliance, guidelines, and regulations, and effective problem-solving and negotiation skills.
What We Offer
  • Competitive Compensation: Competitive salary and benefits package.
  • Opportunities for Growth: Opportunities for career advancement and professional growth.
  • Collaborative Environment: Collaborative and dynamic work environment.


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