Banquero Bau Junior Banca Patrimonial Toluca
hace 2 días
The Field Sales Intmd 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**:- Develop and implement sales plans to achieve all monthly and annual new asset referral targets- Interact with managers and directors to ensure ongoing communication regarding existing and future client needs- Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities- including legal, corporate, and regulatory- Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets- Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles- Resolve client complaints and issues promptly and efficiently**Qualifications**:- Al menos 2 años de experiência en Banca Patrimonial/Privada o Banca comercial.- Previous sales experience preferred- Ability to communicate with all levels of management- Extensive knowledge of financial and securities industry regulations- Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements- Effective problem-solving and decision-making skills- Consistently demonstrates clear and concise written and verbal communication**Education**:- Bachelor's degree/University degree or equivalent experienceCertificación AMIB 3Experiência en Atención a Clientes Alto ValorConocimiento sólido en mercados financieros.- **Job Family Group**:Consumer Sales- **Job Family**:Field Sales- **Time Type**:Full timeCiti 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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Banquero Bau Junior Banca Patrimonial Toluca
hace 7 días
Metepec, México Citi A tiempo completoThe Field Sales Intmd 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 Bau Jr Banca Patrimonial Toluca
hace 3 días
Metepec, México Citi A tiempo completoThe Field Sales Intmd 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/a Patrimonial Sr Metepec
hace 2 semanas
Metepec, México BBVA A tiempo completo**Fecha límite para apuntarse**:2025-03-09 **¿Quieres desarrollar tu carrera profesional?**: BBVA es una empresa global con más de 160 años de historia que opera en más de 25 países en los que damos servicio a más de 80 millones de clientes. Somos más de 121.000 profesionales que trabajamos en equipos multidisciplinares y de perfiles tan diversos...
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Banquero/A Patrimonial Sr Metepec
hace 2 días
Metepec, México Bbva A tiempo completo**Fecha límite para apuntarse**:************¿Quieres desarrollar tu carrera profesional?**:BBVA es una empresa global con más de 160 años de historia que opera en más de 25 países en los que damos servicio a más de 80 millones de clientes.Somos más de ******* profesionales que trabajamos en equipos multidisciplinares y de perfiles tan diversos como...
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Banquero Senior Oficina Patrimonial Toluca
hace 20 horas
Metepec, México Citi A tiempo completoEl Oficial Líder de Ventas de Campo es un puesto de nível intermedio responsable de brindar asistencia en servicio al cliente y alcanzar objetivos de ventas para productos y servicios dentro de su distrito o ubicación asignada junto con el equipo más amplio de Ventas al Consumidor. El objetivo general es utilizar un amplio conocimiento sobre productos...
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Banamex Banquero Bau Master Patrimonial Toluca
hace 3 días
Metepec, México Citi A tiempo completoThe Field Sales Sr. 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 de Apoyo Banca Patrimonial Toluca
hace 1 semana
Metepec, México Citi A tiempo completoThe Citigold Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...
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Banquero en Desarrollo Banca Patrimonial Toluca
hace 1 semana
Metepec, México Citi A tiempo completoThe Citigold Relationship Banker 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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Banquero de Apoyo Banca Patrimonial Toluca
hace 1 semana
Metepec, México Citi A tiempo completoThe Citigold Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...
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Banquero de Apoyo
hace 7 días
Metepec, México Citi A tiempo completoThe Citigold Relationship Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results,...
