C

Citi

Runs banking and payments for global clients

Credit Card Advisor

Field SalesConfirmed live in the last 24 hours
Full-timeCabo San Lucas, BCS, MexicoIn-person

About the Job

Requirements

  • Completed high school education is required; a university degree is desirable.
  • Experience in sales 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 clear verbal communication and active listening.
  • Ability to negotiate sales.
  • Ability to work toward objectives.

Responsibilities

  • Proactively approach customers and create positive customer experiences through placement of products and services while following institutional and commercial-partner policies and processes to achieve daily objectives.
  • Identify and strategically approach customers.
  • Analyze, provide, and promote appropriate product advice.
  • Use the verbal dialogue necessary 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 current on products, services, and policies.
  • Meet customer-experience and credit-card placement objectives.
  • Comply with laws and regulations governing sales, act ethically and in strict accordance with policies, and assess risks according to institutional guidelines.
  • Promote compliance with applicable laws, rules, and regulations of the business and commercial partner, exercise ethical judgment, and promptly and transparently report any noncompliance.
  • Know and achieve assigned goals and objectives.
  • Keep the workplace clean and orderly.

Desired Qualifications

  • Customer service and sales experience, basic financial product and general sales knowledge, and a university degree are desirable.

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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