- Assists in developing short and long product-level strategies to ensure delivery of the financial plan
- Responsible for field execution of credit initiatives and achievement of credit goals and objectives
- Work with key stakeholders to develop and implement a strategy/contact model for the Field Sales Representatives that will meet the guidelines established by the Partner and Partner Management teams
- Analyze weekly and monthly sales reports, understand field performance, and implement action plans to ensure sales objectives are achieved
- Collect and communicate market intelligence around best practices, client feedback and market competition in assigned geography and vertical
- Assist in development and implementation of a field intelligence system for prompt reporting of competitive activity, to include Citi Relationship Management platform and analytics
- Develop and maintain relationships with internal and Retail Partners, respond in a timely manner to escalated credit issues and concerns, and develop new and enhanced programs to increase new accounts
- Develop and manage cost center budgets and expenses
- Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
- 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.
- 6-10 years of relevant experience
- Required licenses: Series 7, Series 63, and Series 65
- Sales/Credit experience required
- Field Sales and/or client development experience required
- Project Management experience preferred
- Working knowledge of related industry practices and standards
- Ability to work 50%-75% of the time
- Ability to work out of a home office
- Consistently demonstrates clear and concise written and verbal communication
- Bachelor's degree/University degree or equivalent experience
- Master's degree preferred
-
Banquero Privado Guadalajara
hace 5 días
Tiger Text Guadalajara, MéxicoThe Field Sales Lead Officer is an intermediate 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 ov ...
-
Banquero Privado Guadalajara
hace 1 semana
Citigroup Inc. Guadalajara, MéxicoThe Field Sales Lead Officer is an intermediate 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 overa ...
-
Banquero Privado Guadalajara
hace 5 días
Tiger Text Guadalajara, MéxicoThe Field Sales Lead Officer is an intermediate 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 ove ...
-
Banquero Privado Guadalajara
hace 1 semana
Tiger Text Guadalajara, Jal., MéxicoThe Field Sales Lead Officer is an intermediate 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 ov ...
-
Banquero Privado Guadalajara
hace 4 días
CitiGroup Guadalajara, México De jornada completa· The Field Sales Lead Officer is an intermediate 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 ov ...
-
Banquero Privado Guadalajara
hace 1 semana
Citigroup Inc. Guadalajara, Jal., MéxicoThe Field Sales Lead Officer is an intermediate 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 overa ...
-
Banquero Privado Guadalajara
hace 11 horas
09516 Banco Nacional de Mexico, S.A., integrante del Grupo Financiero Banamex Guadalajara, México De jornada completaThe Field Sales Lead Officer is an intermediate 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 overa ...
-
banquero farmer para banca privada guadalajara
hace 2 días
GRUPO FINANCIERO ACTINVER Guadalajara, México De jornada completaEn ACTINVER generamos bienestar a las personas y empresas mexicanas a través de brindarles asesoría en el manejo de inversiones para mantener y crecer su patrimonio. · Estamos creciendo y nos encontramos en búsqueda de un(a) BANQUERO/A FARMER para nuestro equipo de Banca Privada. ...
-
Especialista de Operación Bursátil Occidente
hace 1 semana
BBVA Guadalajara, México**Área**: · **BRANCHES & SUPPORT** · **Inscríbete hasta**: · **1/31/2023** · **Sociedad**: · **243** · **¿Qué estamos buscando?** · Si cuentas con: Conocimiento en productos de activo, pasivo, seguros y servicios Gestión del Riesgo de Crédito Herramientas de Banca Personal/Privad ...
-
Cajero/a Tepatitlán
hace 1 semana
BBVA MEXICO Guadalajara, MéxicoGrupo BBVA · Tenemos 60 años de historia ofreciendo servicios financieros en más de 30 países y a 76 millones de clientes en todo el mundo. En BBVA México somos líderes en la transformación digital de la Banca en México, ofrecemos nuestros servicios a más de 19 millones de client ...
-
Especialista Oper Bursatil Div Mx
hace 1 semana
BBVA Zapopan, México**Area**: · **BRANCHES & SUPPORT** · **Deadline for applying**: · **11/6/2023** · **Company**: · **243** · **What are we looking for?** · Si cuentas con: Conocimiento en productos de activo, pasivo, seguros y servicios Gestión del Riesgo de Crédito Herramientas de Banca Personal/ ...
-
Banquero/a Patrimonial Terranova
hace 2 semanas
Banco Bilbao Vizcaya Argentaria S.A. Guadalajara, Jal., MéxicoBanquero/a Patrimonial Terranova (Guadalajara, Jalisco) · Si cuentas con:Licenciatura concluida en Administración, Contabilidad, Economía, Finanzas.Maestría (deseable).Certificación Figura 3 de la AMIB con autorización de la CNBV.Experiencia mínima de 2 años en banca patrimonial ...
-
Personal de Cajas
hace 1 semana
Bbva Zapopan, MéxicoVacante para la empresa BBVA en Zapopan, Jalisco · GrupoBBVA · Tenemos 60 años de historia ofreciendoservicios financierosen más de 30 países y a 76 millones de clientes en todo el mundo.En BBVA Méxicosomos líderes en latransformación digitalde la Banca en México, ofrecemos nuest ...
-
Especialista Sr Ventas FX
hace 6 días
bbva Zapopan, México¿Qué estamos buscando Talento STEM en el grupo BBVA ¿Que te ofrecemos? · Formarás parte de un equipo de más de expertos en Tecnología, en 25 países, cuyo propósito es llevar al banco más allá gracias a la tecnología. · Participarás en alguno de los proyectos punteros de tecnol ...
-
Ejecutivo/a de Relación Andares
hace 4 días
bbva Zapopan, México¿Qué estamos buscando Talento STEM en el grupo BBVA ¿Que te ofrecemos? · Formarás parte de un equipo de más de expertos en Tecnología, en 25 países, cuyo propósito es llevar al banco más allá gracias a la tecnología. · Participarás en alguno de los proyectos punteros de tecnol ...
Banquero Privado Guadalajara - Citi
Descripción
The Field Sales Lead Officer is an intermediate 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.
Responsibilities:
Qualifications:
Education:
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Se requiere Certificación AMIB Figura 3 Vigente
Job Family Group:
Consumer Sales
Job Family:
Field Sales
Time Type:
Full time