Financial Services Representative
hace 5 días
The Field Sales Lead Officer is a key role within our Consumer Sales and Wealth Management team, responsible for delivering exceptional customer service and meeting sales targets for financial products and services in their assigned district or location.
Responsibilities:- Develop and execute short and long-term product-level strategies to ensure delivery of the financial plan.
- Lead the field execution of credit initiatives and achieve credit goals and objectives.
- Collaborate with key stakeholders to develop and implement a strategy/contact model for Field Sales Representatives that meets 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 the development and implementation of a field intelligence system for prompt reporting of competitive activity, including the Citi Relationship Management platform and analytics.
- Develop and maintain relationships with internal and Retail Partners, respond to escalated credit issues and concerns, and develop new and enhanced programs to increase new accounts.
- Manage cost center budgets and expenses.
- Assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations.
- 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.
- Clear and concise written and verbal communication.
- 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.
Certificación AMIB figura 3 vigente
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