Skip to main content



The health and safety of our colleagues and candidates for employment are our highest priority. Accordingly, Citi continues to monitor the COVID-19 situation closely. We have implemented precautionary measures across our firm globally, including conducting all candidate interviews virtually on a temporary basis until further notice where needed.

PAM | Field Sales Representative | Tijuana

Job Req ID 21272886 Primary Location Tijuana, Mexico Job Category Consumer Sales
Apply Now

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.


  • 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.


  • 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


  • 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.

Descripción de puesto

Es responsable de asesorar al cliente, generando experiencias extraordinarias positivas a fin de establecer relaciones al largo plazo basados en la correcta asesoría, identificando los beneficios del producto que atiendan sus necesidades, en consecuencia, se haga uso del mismo y cumplir con los objetivos del negocio.


  • Asesoramiento experto y profesional para promover Tarjetas de Crédito que resulten en una relación duradera con el cliente.
  • Cumplimiento de los procesos, procedimientos y diálogos verbales necesarios para entregar al cliente una Tarjeta de Crédito que cubra sus necesidades y en consecuencia haga uso de ella.
  • Analizar los intereses, problemas y posibles necesidades de los clientes para que a partir de los beneficios de la Tarjeta de Crédito se atiendan.
  • Procesar solicitudes de trámites para que los clientes logren a partir de la transacción satisfacer su necesidad.
  • Desarrollar y mantener el conocimiento de su producto y servicios, así como mantenerse actualizado sobre las políticas aplicables al negocio.
  • Lograr los objetivos de experiencia del cliente y de entrega de Tarjetas de Crédito determinados por el negocio.
  • Cumplir con las leyes y regulaciones estrictas que rigen las prácticas de venta.
  • Evaluar adecuadamente el riesgo cuando se toman decisiones comerciales, demostrando una consideración particular por la reputación de la empresa y salvaguardando a Citibanamex, sus clientes y activos, impulsando el cumplimiento de las leyes, reglas y regulaciones aplicables, adhiriéndose a la Política, aplicando un juicio ético sólido con respecto al comportamiento personal, prácticas comerciales y escalar, administrar y reportar problemas de control con transparencia.

Necesidades de perfil

  • 2 a 4 años de experiencia en ventas, si la experiencia es mayor a un año y el perfil cumple el resto de los requisitos , se puede considerar el candidato.
  • Experiencia previa en asesoría y venta de productos financieros
  • Facilidad para el manejo de dispositivos (Tableta)
  • Habilidades
  • Motivación y actitud positiva
  • Capacidad de escuchar y entender las necesidades de clientes
  • Capacidad de aprendizaje
  • Honradez en la gestión de ventas
  • Creatividad
  • Conocimientos básicos de productos financieros
  • Comunicación efectiva
    • Competencias
  • Gusto por el servicio y atención al cliente
  • Facilidad de palabra
  • Trabajo en equipo
  • Trabajo por objetivos
  • Persistencia y proactividad en el abordaje


Media superior concluida


Job Family Group:

Consumer Sales


Job Family:

Field 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.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

Apply Now
  • Join our team
    of 200,000+
    strong diverse employees

  • Socially minded employees volunteering in communities across 90 countries

  • Meaningful career opportunities thanks to a physical presence in over 98 markets

We foster a culture that embraces all individuals and encourages diverse perspectives, where you can make an impact and grow your career. At Citi, we value colleagues that demonstrate high professional standards, a strong sense of integrity and generosity, intellectual curiosity, and rigor. We recognize the importance of owning your career, with the commitment that if you do, we promise to meet you more than half way.

Saved Jobs

You have no saved jobs

Previously Viewed Jobs

You have no viewed jobs