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Financial Services Sales Professional

hace 2 meses

Xico, México Citi A tiempo completo

The Financial Services Sales Officer is an intermediate position responsible for providing customer service assistance and 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 a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.

**Key Responsibilities:**

1. Analyze local and territory performance trends using company reporting and ad-hoc analyses to identify opportunities and emerging risks
2. Develop and maintain relationships with partner retail field leadership and business owners/management within assigned territory, resolving issues as necessary
3. Attend partner meetings and represent Citi at conferences, trade shows, and other industry events
4. Partner with local retail partner field management to identify training opportunities and deliver associate training within assigned territory
5. Provide internal and external clients with service support, ensuring their needs are met
6. Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.

**Qualifications and Requirements:**

1. 5-8 years of relevant experience in financial services sales
2. Previous sales experience required
3. Prior experience in a retail environment preferred
4. Demonstrated problem-solving skills
5. Ability to travel 75% of the time
6. Consistently demonstrates clear and concise written and verbal communication
7. Proven strategic thinking and problem-solving skills

**Education and Certifications:**

1. Bachelor's degree/University degree or equivalent experience

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