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Intermediate Associate Telesales Representative - Job Opportunity at Citi

San Antonio, United States
Full-time
Mid-level
Posted: April 4, 2025
On-site
USD 62,620 - 87,380 per year

Benefits

Comprehensive medical, dental & vision coverage with competitive market rates
401(k) retirement plan with company matching
Life, accident, and disability insurance package
Wellness programs with preventive care focus
Flexible PTO including vacation and sick leave
Paid holidays following banking schedule
Performance-based incentive and retention awards

Key Responsibilities

Lead client service delivery and sales support through inbound/outbound communication channels
Execute KYC/AML compliance procedures for investment and banking clients
Drive business value through product/service alignment and relationship development
Manage end-to-end issue resolution with closed-loop accountability
Process securities trades and handle FINRA-regulated operations
Utilize Salesforce CRM for client communication and opportunity tracking
Conduct proactive client outreach for relationship deepening
Execute targeted sales campaigns and identify new business opportunities

Requirements

Education

Bachelor's/University degree, Master's degree preferred

Experience

2-5 years of experience in Client Service and/or Sales within financial services

Required Skills

Excellent verbal and written communication Strong interpersonal and team collaboration abilities Independent decision-making capabilities Multi-tasking with high accuracy Microsoft Office proficiency Client relationship management Problem-solving and analytical thinking Process improvement mindset

Certifications

FINRA Series 7 (Required) FINRA Series 63 (Required) Series 66/65 (Preferred)
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Sauge AI Market Intelligence

Industry Trends

Financial institutions are increasingly focusing on digital transformation while maintaining personal client relationships through telesales channels. Regulatory compliance requirements in financial services continue to expand, particularly in areas of KYC/AML. The integration of CRM systems like Salesforce with traditional banking operations indicates a shift toward data-driven client service approaches.

Salary Evaluation

The offered salary range of $62,620 - $87,380 is competitive for the San Antonio market, particularly considering the required certifications and experience level. This range aligns with industry standards for intermediate financial services roles.

Role Significance

Typically part of a 15-25 person telesales team within a larger banking operations structure, with direct reporting to sales management.
Mid-level position with significant client-facing responsibilities and compliance oversight, indicating substantial trust and autonomy in client relationship management.

Key Projects

Client portfolio expansion and relationship deepening initiatives Compliance process optimization and risk management improvements Cross-selling campaigns for investment and banking products Client service quality enhancement programs

Success Factors

Strong understanding of financial products and regulatory requirements Excellent balance of sales acumen and risk management awareness Ability to build and maintain long-term client relationships Proactive problem-solving and issue resolution capabilities

Market Demand

High demand with steady growth projected, driven by increasing regulatory requirements and the financial sector's continued emphasis on personal client relationships despite digital transformation.

Important Skills

Critical Skills

Regulatory compliance expertise (FINRA certifications) due to direct impact on business operations Client relationship management skills essential for portfolio growth and retention Risk assessment capabilities crucial for maintaining compliance standards

Beneficial Skills

Advanced product knowledge across banking and investment sectors Project management capabilities for handling multiple client requests Process improvement mindset for operational efficiency

Unique Aspects

Combination of sales and regulatory compliance responsibilities creates a distinctive role profile
Strong emphasis on both relationship building and risk management
Comprehensive benefits package exceeding industry standards

Career Growth

Typical progression to senior roles within 2-3 years, management positions possible within 4-5 years with strong performance.

Potential Next Roles

Senior Telesales Representative Team Lead or Supervisor Financial Advisor Sales Manager

Company Overview

Citi

Citi is a leading global bank with extensive retail and institutional banking operations, serving millions of clients worldwide.

One of the largest financial institutions globally, with strong market presence and established reputation in both consumer and investment banking.
San Antonio office represents a significant regional hub for Citi's consumer banking operations, offering stability and growth opportunities.
Professional environment with emphasis on compliance, client service excellence, and continuous learning, supported by comprehensive training and development programs.
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