Credit Card Solutions Consultant

Citi; Morelia; Presencial; MXN 200.000 - 280.000; Jornada completa

Descripción de la vacante

Citi is seeking an entry-level Field Sales Representative to provide customer service and meet sales targets for financial products within the assigned district, collaborating with the Consumer Sales Team.

You will build relationships, analyze client needs, cross-sell products, and stay current on applicable regulations through ongoing training, while contributing to a compliant and high-performing sales culture.

Formación

• 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

Responsabilidades

• Establish and maintain high value accounts by providing expert and professional advice and promoting high level portfolios and other financial products
• Promote cross-selling of 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 to achieve transfers and maintain client certifications
• Develop and maintain product knowledge and stay current on regulations through internal training
• Achieve or exceed sales targets set by management
• Adhere to laws and regulations governing Telesales in a complex sales environment
• Assess risk in business decisions, safeguarding Citi, its clients and assets, and escalate issues when needed

Conocimientos

Customer service

Communication

Negotiation

Regulatory awareness

Educación

High School diploma or equivalent

Herramientas

CRM systems

MS Office

Descripción del empleo

Citi is seeking an entry-level Field Sales Representative to provide customer service and meet sales targets for financial products within the assigned district, collaborating with the Consumer Sales Team.

You will build relationships, analyze client needs, cross-sell products, and stay current on applicable regulations through ongoing training, while contributing to a compliant and high-performing sales culture.