Sales Support Specialist

hace 7 meses

Tlahuac, México Citi A tiempo completo

The Sales Support Specialist 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, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.

**Responsibilities**:

- Sales Support Analysts will work with salespeople, client executives and clients to support all aspects of the client and sales lifecycle
- Assist sales by coordinating internally and preparing materials ahead of client meetings, including supporting the development and upkeep of client presentations and marketing materials
- Attend client meetings with salespeople and client executives and document call reports in the appropriate systems
- Assist sales by tracking and helping execute on follow up items from internal and client meetings
- Support sales through the development and execution of client strategy and sales initiatives, including maintenance of associated reports
- Work with sales team members to keep CRM and other internal systems active and accurate
- Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
- Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
- Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation
- Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
- 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.

**Qualifications**:

- 0-2 years relevant experience
- Knowledge of client onboarding procedures (KYC requirements, OFAC, etc.) and use of Client Relationship Management (CRM) system
- Demonstrated interpersonal skills related to client interaction, and internal team interactions
- Proficient with Excel, Word, PowerPoint

**Education**:

- Bachelor’s/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
- Contacto con las áreas internas del banco /ejecutivos de cuenta y banqueros de relación) para realizar el Onboarding y Mantenimiento de cuentas para productos de FX y Derivados para clientes PYME y Banca Empresarial.
- Aptitudes: Organización y atención oportuna, atención al detalle para dar de alta información en los sistemas operativos del banco
- Inglés intermedio
- **Job Family Group**:
Institutional Sales
- **Job Family**:
Institutional Sales Support
- **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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