The Field Sales Representative 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
- Analyze existing Citi client's interests, problems, and potential need for new products and services
- Build and maintain new and existing customer relationships
- Receive and process service requests for clients to achieve their transfer and have a low percentage of rejections in customer certifications
- Continue to seek and maintain product and service knowledge
- Remain current on applicable regulations by attending internal training programs
- Follow commercial strategies to achieve or exceed sales targets set by management**Qualifications**:
- 1-3 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 related financial regulations
- Effective problem-solving and negotiation skills as well
- 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.
- **Job Family Group**:
Consumer Sales
- **Job Family**:
Field Sales
- **Time Type**:
Full timeCiti 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.
View the "**EEO is the Law**" poster.
View the **EEO is the Law Supplement**.
View the **EEO Policy Statement**.
View the **Pay Transparency Posting