C

Citi

Runs banking and payments for global clients

Credit Card Sales Advisor

Field SalesPosted on Nov 10
Full-timeSantiago de Querétaro, Qro., MexicoNo salary listed

About the Job

Requirements

  • Completed preparatory/high school education; a licenciatura (bachelor's degree) is desirable.
  • Sales experience is desirable.
  • Customer service experience is desirable.
  • Basic financial product knowledge and general sales knowledge are desirable.
  • Ability to use a tablet.
  • Communication skills, including verbal fluency and active listening.
  • Negotiation skills in sales.
  • Initiative and problem-solving ability.
  • Adaptability to change.
  • Ability to work toward objectives.
  • Availability to work rotating eight-hour shifts Monday through Sunday, with one weekday off assigned Monday through Thursday.

Responsibilities

  • Proactively approach customers and create positive customer experiences through placement of products and services while following institutional and commercial-partner policies and processes.
  • Identify and strategically approach customers.
  • Analyze, provide, and promote appropriate product advice.
  • Use verbal sales dialogues to offer customers a credit card that meets their needs and encourages use of the card.
  • Execute the sales process correctly, focusing on customer experience and compliance with institutional guidelines.
  • Stay current on products, services, and policies.
  • Meet customer-experience and credit-card placement objectives.
  • Comply with laws and regulations governing sales, act ethically and adhere strictly to policies, and assess risk according to institutional guidelines.
  • Promote compliance with applicable laws, rules, and regulations of the business and commercial partner, exercise ethical judgment, and report noncompliance promptly and transparently.
  • Know and achieve assigned goals and objectives.
  • Keep the workplace clean and orderly.

Desired Qualifications

  • A positive attitude, dynamism, continuous learning, confidence when presenting services and products, proactivity, creativity, and teamwork.

About the Company

Citi

Runs banking and payments for global clients

Citi runs banking, investment and payment services for companies, governments and individuals around the world. Its global network connects institutions with local banking systems, while its US consumer business sells credit cards and deposit accounts. Corporate clients use Citi to manage cash, finance trade and raise capital, and investors use its trading, custody and wealth services to hold and manage assets. The bank earns interest on loans and fees from payments, securities transactions, financial advice and account services. Citi traces its banking roots to 1812; the Citigroup holding company was formed in 1998, and its headquarters are in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1812

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