The field sales representative 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:
* service existing accounts and establish new accounts at designated location or assigned geographical coverage area in order to increase revenue for the bank
* 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
* identify cross-selling opportunities to sell other products
* achieve or exceed decided sales targets
* 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:
* previous relevant field sales experience preferred
* consistently demonstrates clear and concise written and verbal communication
* influencing and relationship management skills
* ability to identify and recognize customer needs
education:
* high school diploma or equivalent
this job description provides a high-level overview of the work performed. Other duties may be assigned as required.
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