Ejecutivo de Tarjetas de Crédito — Ventas en Campo

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

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.