Banamex Banquero Patrimonial Sr Celaya

Citi • Wealth Management • Lending • Bachelor's Degree • 3 hours ago

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Salary

≈ $37k – $95k per year (Estimated)

Location

In office (Celaya)

Seniority

Senior · 6+ years exp

Employment

Full-Time

Overview

Company

Impact

Profile match

Citi

Citi is one of the largest banks in the world, tracing its lineage to the City Bank of New York founded in 1812 and taking its modern shape through the 1998 merger that created Citigroup. Its most distinctive asset is a cross-border payments and treasury network unmatched by any competitor, moving trillions of dollars a day for multinational corporations, governments and other banks across roughly ninety countries. Alongside that institutional franchise it runs markets and investment banking, wealth management and a United States personal bank, and has spent recent years simplifying itself by exiting consumer operations across Asia, Europe and Latin America.

citi.com • HQ: New York, United States • Lending • Payments • Wealth Management • Capital Markets • Investment Banking • Credit Cards • Financial Services • Banking • 5000+ employees • Est. 1812

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:

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
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.

Qualifications:

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

Education:

Bachelor’s degree/University degree or equivalent experience
Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

AMIB figura 3

Maestría deseable

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Job Family Group:

Consumer Sales

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Job Family:

Field Sales

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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 Citi’s EEO Policy Statement and the Know Your Rights poster.

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