Citigroup Ejecutivo de Ventas TDC Monterrey Punto de Venta in Monterrey, Mexico
The Field Sales Representative 5 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.
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.
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
- 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.
Como parte de tu proceso de reclutamiento, completarás algunas evaluaciones. Para ello, una vez que envíes tu información en Workday, recibirás un mail por parte de nuestro proveedor con las instrucciones y un enlace personalizado para que crees tu perfil en las plataformas e inicies la evaluación. De forma previa a realizar tu prueba, te recordamos leer cuidadosamente los Términos y Condiciones del proveedor, así como el Aviso de Privacidad que pondrá a tu disposición. Una vez que completes la evaluación, te estaremos contactando para los siguientes pasos.
Ejecutivo de Ventas de Tarjetas de Crédito
Lugar de trabajo en Punto de Venta
Gusto por la atención al cliente y ventas
Job Family Group:
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .
View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .
View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo_aa_policy.pdf) .
View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf)
Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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