Banking Executive
Core
Proactively approach clients to establish needs, provide advice on Citi's financial products, and build relationships to achieve sales targets.
Role type
Field Sales Executive (Consumer Banking)
Builds
Financial products and services for consumers, corporations, governments, and institutions
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Financial sales, customer service, cross-selling, risk assessment, compliance, negotiation, relationship management, problem-solving
Preferred skills
Previous experience in financial sales and customer service
Technologies
Computer and technology skills
Responsibilities
Proactively approach clients to establish real needs and requirements; Provide advice and product information outlining features and benefits; Build and maintain new and existing customer relationships; Perform processes to customize offers and cross-sell products; Achieve or exceed decided sales targets; Appropriately assess risk and drive compliance with laws and regulations.