Banamex SC Asesor de Tarjetas de Crédito CT Los Cabos

Citigroup; Cabo San Lucas; Presencial; MXN 180 000 - 240 000; Tempo integral

Resumo da oferta

Citigroup is seeking an entry-level Field Sales Representative to provide customer service and meet sales targets for financial products within the assigned district. You will build client relationships, understand needs, and promote a broad range of financial options through the Consumer Sales team.

Responsibilities include maintaining high-value accounts, cross-selling, and staying compliant with regulations while developing product knowledge through training.

Qualificações

• 2-4 years of relevant experience (entry-level role, see notes)
• Proficient computer and technology skills
• Consistently demonstrates clear and concise written and verbal communication
• Working knowledge of relevant financial regulations
• Demonstrated influencing and relationship-management skills

Responsabilidades

• Establish and maintain high value accounts by providing expert and professional advice and promoting portfolios and other financial products
• Cross-sell an expansive set of products and services to existing customers
• Analyze client interests, problems, and potential needs for new products and services
• Process service requests for clients to achieve transfers with low rejection rates
• Attend internal training to maintain product and regulatory knowledge
• Achieve or exceed sales targets set by management
• Adhere to laws governing Telesales in a complex sales environment
• Assess risk in business decisions and ensure compliance with laws and Citigroup policies

Conhecimentos

Problem-solving

Negotiation

Relationship management

Written and verbal communication

Financial regulations knowledge

Computer skills

Formação académica

High School diploma or equivalent

Descrição da oferta de emprego

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.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review

Accessibility at Citi (

View Citi's EEO Policy Statement (and the Know Your Rights (poster.

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.