The Field Sales Officer 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.
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
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.
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
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.
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