Banamex Asesor de Tarjetas de Crédito CT TORREON

Banamex; Torreón; On-site; MXN 179,000 - 312,000; Full time

Job summary

Citi in Torreón is seeking an entry-level Field Sales Representative to support customer service and meet sales targets for financial products. You will collaborate with the Consumer Sales Team, using broad product knowledge to match clients with suitable offerings.

This role emphasizes relationship-building, regulatory awareness, and achieving assigned sales goals while adhering to compliance standards in a dynamic environment.

Qualifications

• 2–4 years of relevant experience in sales or financial services.
• Experience in financial sales preferred.
• Proficient computer and technology skills.
• Clear and concise written and verbal communication.
• Working knowledge of relevant financial regulations.
• Strong problem-solving and negotiation skills.
• Demonstrated influencing and relationship management abilities.

Responsibilities

• Establish and maintain high value accounts by providing expert advice and promoting portfolios.
• Customize offers and cross-sell a broad set of products to existing customers.
• Analyze client interests and potential needs for new products and services.
• Process service requests to achieve transfers with minimal rejections.
• Develop product knowledge and stay current on regulations via training.
• Achieve or exceed sales targets set by management.
• Adhere to laws governing Telesales practices in a complex environment.
• Assess risk and ensure compliance, protecting Citi and its clients.

Skills

Experience

Financial sales

Computer skills

Written and verbal communication

Financial regulations

Problem-solving and negotiation

Influencing and relationship mgmt

Education

High School diploma or equivalent

Job description

The Field Sales Representative is an entry-level 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.

Responsibilities

• Establish and maintain high value accounts by providing expert and professional advice and promoting high level portfolios and other financial products
• Perform the necessary processes, procedures and verbal dialogues to effectively customize offers and cross sell an expansive set of products and services to existing customers
• Analyze new and existing client interests, problems, and potential need for new products and services
• Receive and process service requests for clients to achieve their transfer and have a low percentage of rejections in customer certifications
• Develop and maintain product and service knowledge as well as remain current on applicable regulations by attending internal training programs
• Achieve or exceed decided sales targets set by management
• Adhere to strict laws and regulations governing Telesales practices in a complex sales environment
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

• 2-4 years of relevant experience
• Previous experience in financial sales preferred
• Proficient computer and technology skills
• Consistently demonstrates 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 job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Family Group

Consumer Sales

Job Family

Field Sales

Time Type

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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