Financial Services Representative

hace 17 horas


Puebla, Puebla, México Citi A tiempo completo

The role of a Field Sales Representative 5 at Citi is an entry-level position that requires providing customer service assistance and meeting sales targets for financial products and services within assigned districts or locations. This position involves coordinating with the broader Consumer Sales Team to achieve overall objectives.

**Job Responsibilities:**

To excel in this role, you will be responsible for establishing and maintaining high-value accounts by offering expert advice and promoting high-level portfolios and other financial products. You will perform necessary processes, procedures, and verbal dialogues to effectively customize offers and cross-sell a wide range of products and services to existing customers.

You will analyze new and existing client interests, problems, and potential needs for new products and services. Additionally, you will receive and process service requests for clients to achieve their goals with a low percentage of rejections in customer certifications.

Key responsibilities also include developing and maintaining product and service knowledge, remaining current on applicable regulations through internal training programs, achieving or exceeding decided sales targets set by management, and adhering to strict laws and regulations governing Telesales practices in a complex sales environment.

**Required Skills and Qualifications:**

To succeed in this role, you should possess 2-4 years of relevant experience, preferably in financial sales. You should have proficient computer and technology skills, as well as consistently demonstrate clear and concise written and verbal communication. A working knowledge of relevant financial regulations, effective problem-solving and negotiation skills, and demonstrated influencing and relationship management skills are also essential.

**Education and Training:**

A High School diploma or equivalent is required. You will receive ongoing training and support to ensure your success in this role.

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



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