Financial Services Representative

hace 4 semanas


Xico, México Citi A tiempo completo
Job Title: Banquero Bau Patrimonial Valle C13

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.
Qualifications:
  • 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.
Education:
  • 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.



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