Field Sales Lead Officer
hace 3 semanas
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 and Wealth Management 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**Qualifications**:- 6-10 years of relevant experience- Required licenses: AMIB Figura 3- Sales/Credit experience required- Field Sales and/or client development experience required- Project Management experience preferred- Working knowledge of related industry practices and standards- Consistently demonstrates clear and concise written and verbal communication**Education**:- Bachelor's degree/University degree or equivalent experience- Master's degree preferredThis job description provides a high-level review of the types of work performed.Other job-related duties may be assigned as required.- **Job Family Group**:Consumer Sales- **Job Family**:Field Sales- **Time Type**:Full time- Citi is an equal opportunity and affirmative action employer.Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.View the "**EEO is the Law**" poster.View the **EEO is the Law Supplement**.View the **EEO Policy Statement**.View the **Pay Transparency Posting
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Cash Management Sales Officer
hace 7 días
Saltillo, México Citi A tiempo completoThe Cash Management Sales Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the...
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Cash Management Sales Officer
hace 5 días
Saltillo, México Citi A tiempo completoThe Cash Management Sales Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the...
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Subdirector de Ventas Div Norte
hace 3 semanas
Saltillo, México Citi A tiempo completoThe 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...
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Banquero Senior
hace 3 semanas
Saltillo, México Citi A tiempo completoThe Field Sales Senior Lead Officer is a senior level 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...
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Coordinador Banca Patrimonial
hace 2 semanas
Saltillo, México Citi A tiempo completoThe Field Sales Senior Lead Officer is a senior level 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...
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Solution Sales Lead Specialist
hace 3 días
Saltillo, México Citi A tiempo completoResponsibilities Execute sales strategy for the country in conjunction with regional and country partners Portfolio Management and Optimization : Develop deep relationships with key global and regional clients. Retain clients and grow volumes / values Identify cross sell opportunities with clients Market Presence : Be an ambassador and evangelist for Citi in...
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Solution Sales Lead Specialist
hace 17 horas
Saltillo, México Citi A tiempo completoResponsibilities Execute sales strategy for the country in conjunction with regional and country partners Portfolio Management and Optimization : Develop deep relationships with key global and regional clients. Retain clients and grow volumes / values Identify cross sell opportunities with clients Market Presence : Be an ambassador and evangelist for Citi in...
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Solution Sales Lead Specialist
hace 2 semanas
Saltillo, México Citi A tiempo completo**Responsibilities**:- Execute sales strategy for the country in conjunction with regional and country partners- Portfolio Management and Optimization: Develop deep relationships with key global and regional clients.- Retain clients and grow volumes/values- Identify cross sell opportunities with clients- Market Presence: Be an ambassador and evangelist for...
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Cash Management Sales Officer
hace 2 semanas
Saltillo, México Citi A tiempo completo**Responsibilities**: - Responsible for actively calling on clients in partnership with RMs to deepen relationships, proactively owning, responding to and anticipating future needs, challenges or risks, in addition to identifying and pursuing new clients aligned with CITI’s value proposition. - Drives innovation on the solutions we provide clients while...
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Inside Sales
hace 5 días
Saltillo, México Johnson Controls A tiempo completo**Job Details** **What you will do** The Inside Sales rep will focus on identifying, nurturing and developing leads through to opportunities, CPQ & proposal management, as well as negotiation/closing activities. To be successful, you will execute the sales process and cultivate growth by managing relationships internally and externally. Key aspects of the...
