Asesor Retención Proactiva (Mérida)

The Retention Analyst 1 is an entry-level position responsible for 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 basic product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.

Responsibilities

• Proactively approach Citi clients to establish real needs, understand the client and their requirements, and interest them in Citi’s products.
• Provide advice and product information to Citi clients as appropriate, outlining features and benefits.
• Build and maintain new and existing customer relationships.
• Perform the necessary processes, procedures and verbal dialogues to effectively customize offers and cross sell an expansive set of products and services to new and existing customers.
• Achieve or exceed decided sales targets.
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.

Qualifications

• Previous relevant experience in financial sales and customer service preferred.
• Consistently demonstrates clear and concise written and verbal communication.
• Proficient computer and technology skills.
• Demonstrated sales skills.
• Effective problem-solving and negotiation skills.
• Demonstrated Influencing and relationship management skills.

Education

• Bachelor’s degree/University degree or equivalent experience.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Family Group: Consumer Sales

Job Family: Consumer Product Sales

Time Type: Full time

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.

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