C

Citi

Runs banking and payments for global clients

Advisor - Credit Card Sales, Southeast Region

Field SalesConfirmed live in the last 24 hours
Full-timeIn-person

About the Job

Requirements

  • Completed high school education is required; a 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 is desirable.
  • The work schedule is Monday through Sunday, with one weekday off assigned between Monday and Thursday, and rotating eight-hour daily shifts.
  • Required competencies include communication, including verbal fluency and active listening; dynamism; continuous learning; confidence when offering services and products; proactivity; sales negotiation; problem-solving and initiative; creativity; adaptability; teamwork; and working toward objectives.

Responsibilities

  • Proactively approach customers and create positive customer experiences by placing 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 appropriate verbal dialogue to offer customers a credit card that meets their needs and encourage its use.
  • Execute the sales process correctly, focusing on customer experience and compliance with institutional guidelines.
  • Stay up to date on products, services, and policies.
  • Meet customer-experience and credit-card placement objectives.
  • Comply with laws and regulations governing sales, act ethically and follow policies, and assess risks according to institutional guidelines.
  • Promote compliance with applicable business and commercial-partner laws, rules, and regulations; exercise ethical judgment and report any noncompliance promptly and transparently.
  • Know and achieve assigned goals and objectives.
  • Keep the work area clean and orderly.

Desired Qualifications

  • A bachelor's degree.
  • Sales experience.
  • Customer service experience.
  • Knowledge of basic financial products and general sales.
  • Ability to use a tablet.

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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