Banamex SC Asesor de Tarjetas de Crédito CT Mexicali

Banamex; Mexicali; On-site; MXN 180,000 - 280,000; Full time

Job summary

Citi in Mexico is seeking a Field Sales Representative responsible for delivering customer service and meeting sales targets for financial products within the assigned district. You will collaborate with the Consumer Sales Team to build client relationships and identify suitable financial solutions.

The role requires 2–4 years of relevant experience, strong communication, and solid knowledge of financial regulations.

Qualifications

• 2–4 years of relevant experience required in financial sales or related field.
• Proficient computer and technology skills including MS Office and CRM systems.
• Clear and concise written and verbal communication essential.
• Knowledge of financial regulations and compliance expected.

Responsibilities

• Establish and maintain high value accounts by providing expert advice and promoting portfolios and financial products.
• Customize offers and cross-sell products to existing customers.
• Analyze client interests and identify needs for new products and services.
• Process service requests to achieve transfers with low rejections in customer certifications.
• Maintain product knowledge and stay updated on regulations through training.

Skills

2-4 years exp

Financial sales experience

Computer skills

Communication skills

Regulations knowledge

Problem-solving

Influencing

Education

High School diploma

Tools

MS Office

CRM systems

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.

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