The Telesales Representative performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives. Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function. Ensures the quality and service of self and others. May recommend new options to enhance productivity in accordance with guidelines. Requires tact and diplomacy when exchanging complex or sensitive information with others. Is sensitive to audience diversity. Basic knowledge of the organization, the business and its policies required. Typically responsible for resolving basic to moderately complex problems based on practice and precedence.



Able to assess applicability of similar experiences and evaluate options under circumstances not covered by procedures.

Responsibilities:
Maintain and increase relationship balances, cross-sell additional banking products, partner with team to refer potential investment referrals, acquire new clients.
Deliver an excellent client experience by supporting clients’ service requests.
Perform periodic reviews and updates of clients’ profiles.
Understand client needs matching them with the appropriate set of products and services.
Responsible for managing a book of business comprised of clients residing in multiple countries, across different time zones.
Clearly articulate business’s value proposition, matching clients with the correct set of products and services.
Directly responsible for providing timely responses to client service requests, received via telephone or email. Channel such client service requests to the appropriate service and or back-office team(s).
Meet or ex

📌 Banamex Analista de Capacitación y Reportería | Estrategia Comercial (Ciudad de México)
🏢 Citi
📍 Ciudad de México