Banamex Asesor de Tarjetas de Crédito CT TORREON

Citi; Torreón; Sur place; MXN 180 000 - 240 000; Plein temps

Résumé du poste

Citi seeks an entry-level Field Sales Representative to support customer service and achieve sales targets for financial products within the assigned district. You will work with the Consumer Sales Team to build client relationships and match products to needs.

Responsibilities include advising clients, cross-selling a broad range of products, and staying updated on regulatory requirements while meeting targets in a compliant and ethical manner.

Qualifications

• High School diploma or equivalent required.
• 2–4 years of relevant experience in financial sales.
• Strong communication and negotiation skills.

Responsabilités

• Establish and maintain high-value accounts with expert guidance and promoting high level portfolios and other financial products.
• Cross-sell a broad set of products and services to existing customers.
• Analyze client interests, problems, and potential needs for new products and services.
• Process service requests for transfers with a low rejection rate in client certifications.
• Develop product knowledge and stay current on regulations through internal training.
• Achieve or exceed sales targets set by management.
• Adhere to laws governing Telesales in a complex sales environment.
• Maintain compliance by assessing risk and safeguarding Citi and its clients.

Connaissances

Communication skills

Negotiation

Relationship management

Problem-solving

Computer skills

Formation

High School diploma or equivalent

Description du poste

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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