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.
Responsibilities: • 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.
Qualifications: • 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
Education: • 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.
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Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Citi first established an office in China on May 15, 1902, in Shanghai. In April 2007, Citi was among the first international banks to locally incorporate in China. Citi’s locally incorporated entity is known as Citibank (China) Co., Ltd, which is wholly owned by Citibank N.A. Today Citi is a leading international bank in China with footprint in thirteen cities across China (Beijing, Changsha, Chengdu, Chongqing, Dalian, Guangzhou, Guiyang, Hangzhou, Nanjing, Shanghai, Shenzhen, Tianjin, Wuxi). Citi has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions, Citi is the most global of all international banks in China.