Financial Services Representative
hace 4 semanas
Job Summary:
The Field Sales Lead Officer is a key position responsible for delivering exceptional customer service and meeting sales targets for financial products and services within their assigned district or location. This role requires a strong understanding of financial products and services, as well as excellent communication and relationship-building skills.
Responsibilities:- Develop and implement short and long-term 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.
- 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.
- 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.
- 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.
- Bachelor's degree/University degree or equivalent experience.
- Master's degree preferred.
About Citi:
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.
-
Financial Services Representative
hace 4 semanas
Xico, México Citi A tiempo completoKey Responsibilities:We are seeking a highly skilled professional to join our team as a Financial Services Representative. In this role, you will be responsible for communicating daily market updates and trading strategic plans to clients and individual sales staff.Key Qualifications:Previous banking experience is preferred, and a Bachelor's/University...
-
Financial Services Representative
hace 4 semanas
Xico, México Citi A tiempo completoJob SummaryCiti is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key member of our Consumer Sales team, you will be responsible for providing exceptional customer service and meeting sales targets for financial products and services within your assigned district or location.Key...
-
Financial Services Representative
hace 4 semanas
Xico, México Citi A tiempo completoJob SummaryCiti is seeking a highly motivated and results-driven Field Sales Representative to join our team. As a Field Sales Representative, you will be responsible for meeting sales targets for financial products and services within your assigned district or location.Key ResponsibilitiesService existing accounts and establish new accounts at designated...
-
Financial Services Executive
hace 4 semanas
Xico, México Citi A tiempo completoJob SummaryThe Financial Services Representative is an entry-level position responsible for 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 basic product knowledge to build relationships with clients in order to...
-
Business Development Representative
hace 4 semanas
Xico, México Quantum Financial Technologies A tiempo completo**About Quantum Financial Technologies**Quantum Financial Technologies is a leading provider of innovative financial solutions for small businesses. Our mission is to empower entrepreneurs and small business owners to achieve their growth objectives by offering a range of customized financial services.**Job Summary**As a Business Development Representative,...
-
Sales Representative
hace 4 semanas
Xico, México One Park Financial A tiempo completo**About One Park Financial**One Park Financial is a leading Financial Technology company dedicated to empowering small and medium-sized businesses by connecting them with a wide variety of flexible financing and funding options. Our mission is to provide entrepreneurs with the working capital they need to elevate their businesses to new heights.**Why Choose...
-
Financial Services Professional
hace 4 semanas
Xico, México Kempton Asset Management A tiempo completoAbout Kempton Asset ManagementKempton Asset Management is a leading international financial services company, established in the United Kingdom in 2013. As an independent global financial broker, we have built a reputation for delivering exceptional wealth management solutions to our clients.Job SummaryWe are seeking a highly motivated and experienced...
-
Financial Services Representative
hace 4 semanas
Xico, México Citi A tiempo completoJob SummaryThe Field Sales Sr. Officer is a key position within Citi's Consumer Sales team, responsible for delivering exceptional customer service and meeting sales targets for financial products and services within their assigned district or location.Key ResponsibilitiesAnalyze local and territory performance trends using company reporting and ad-hoc...
-
Financial Planning and Analysis Specialist
hace 4 semanas
Xico, México Trusteer Financial A tiempo completoJob SummaryTrusteer Financial is a rapidly expanding finance and accounting firm dedicated to providing top-tier financial consulting services to early and mid-stage technology and media startups. Our mission is to alleviate the financial challenges of launching and scaling businesses through expert CFO advisory, accounting, and transaction services.Key...
-
Financial Services Manager
hace 4 semanas
Xico, México Novartis A tiempo completoAbout the RoleWe are seeking a highly skilled Financial Services Manager to join our team at Novartis in Mexico. As a key member of our Finance department, you will be responsible for leading the Source to Pay process, ensuring accurate and timely financial management.Key ResponsibilitiesConduct in-depth analysis of current Source to Pay processes and...
-
Financial Planning and Analysis Specialist
hace 3 horas
Xico, México Trusteer Financial A tiempo completoFinancial Planning and Analysis Team MemberTrusteer Financial is a rapidly expanding finance and accounting firm dedicated to providing top-tier financial consulting services to early and mid-stage technology and media startups. Our mission is to alleviate the financial challenges of launching and scaling businesses through expert CFO advisory, accounting,...
-
Financial Services Sales Lead
hace 4 semanas
Xico, México Citi A tiempo completoThe Financial Services 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...
-
Financial Services Professional
hace 1 mes
Xico, México Citi A tiempo completoJob SummaryThe Citigold Relationship Banker is a developing professional role that requires a strong understanding of financial services and client relationship management. As a key member of the Citi team, you will be responsible for providing exceptional client experiences, managing client relationships, and identifying opportunities to grow business.Key...
-
Sales Field Support Representative
hace 4 semanas
Xico, México Gm Financial A tiempo completoAbout the RoleThe Sales Field Support Representative is a key position within GM Financial's international operations, serving as the primary point of contact between the company's internal operations and assigned dealerships within a sales district. This role is responsible for fostering a successful commercial/sales relationship by providing support to...
-
Customer Service Representative
hace 4 semanas
Xico, México Daimler Financial Services México, S. De R.L. De C.V. A tiempo completoAbout UsDaimler Financial Services México, S. De R.L. De C.V. is a leading provider of financial solutions for the automotive industry. With over 25 years of experience in Mexico, we have established a reputation for excellence in customer service and financial expertise.Job SummaryWe are seeking a highly skilled Customer Service Representative to join our...
-
Financial Services Specialist
hace 4 semanas
Xico, México Citi A tiempo completoClient Relationship Manager **Job Summary** Citi is seeking a Client Relationship Manager to join our team. As a Client Relationship Manager, you will be responsible for managing relationships with high net worth individuals and families, providing personalized financial solutions and advice to meet their needs. **Key Responsibilities** * Review client...
-
Sales Field Support Representative Cdmx
hace 4 semanas
Xico, México Gm Financial A tiempo completoAbout the RoleThe Sales Field Support Representative is a key position within GM Financial's International Operations, serving as the primary point of contact between internal operations and assigned dealerships within a sales district. This role is responsible for fostering a successful commercial/sales relationship by providing support for used or lease...
-
Financial Planning and Analysis Specialist
hace 4 semanas
Xico, México Trusteer Financial A tiempo completoFinancial Planning and Analysis Team MemberAt Trusteer Financial, we're seeking a highly skilled Financial Planning and Analysis team member to join our dynamic team. As a key member of our Financial Planning and Analysis team, you will be responsible for delivering exceptional financial services to our diverse clientele of startups.Key...
-
Sales Field Support Representative Cdmx
hace 4 semanas
Xico, México Gm Financial A tiempo completo{"title": "Sales Field Support Representative Cdmx", "content": "About the RoleAs a Sales Field Support Representative, you will be the main point of contact between GM Financial internal operations and assigned dealerships within a sales district regarding Used Car sales. Your primary responsibility will be to guarantee a successful commercial/sales...
-
Financial Services Relationship Manager
hace 1 mes
Xico, México Citi A tiempo completo**Job Summary**:Citi is seeking a highly skilled Financial Services Relationship Manager to join our team. As a key member of our Private Client Coverage group, you will be responsible for managing client relationships and providing exceptional service to our high net worth clients.**Key Responsibilities**:• Develop and maintain strong relationships with...