Banamex Banquero Banca Privada Monterrey
hace 1 semana
The Field 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 and Wealth Management 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**: - Assists in developing short and long 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 that will meet 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 development and implementation of a field intelligence system for prompt reporting of competitive activity, to include Citi Relationship Management platform and analytics - 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: 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 - Consistently demonstrates clear and concise written and verbal communication **Education**: - 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 Ingles Intermedio-Avanzado**Job Family Group**: Consumer Sales - **Job Family**: Field Sales - **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
-
San Pedro Garza García (Jesús María), 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,...
-
San Pedro Garza García (Jesús María), 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,...
-
Banamex- Banquero Banca Privada Sr. Monterrey- Nuevo Leon
hace 3 semanas
San Pedro Garza García (Jesús María), México Citi A tiempo completoThe Retail Bus Banking Group Mgr is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. Requires a comprehensive understanding of multiple areas within a function and how they interact in order to achieve the objectives of the function. Applies in-depth understanding of the business...
-
Banamex Prod Mngmt Grp Mgr C14
hace 2 semanas
San Pedro Garza García (Jesús María), México Citi A tiempo completoThe Product Management Group Manager is a senior management level position responsible for managing a broad range of Product Management employees, setting strategy and providing direction, leadership and budgetary management, etc. Additionally, this role will be responsible for the development of product plans, strategies, and tactics while coordinating...
-
San Pedro Garza García (Jesús María), 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,...
-
Banamex Prod Mngmt Grp Mgr C14
hace 2 semanas
San Pedro Garza García (Jesús María), México Citigroup A tiempo completo**Discover your future at Citi**:Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.**Job Overview**:The Product Management Group Manager is a senior...
-
Banamex- Banquero Privado Sr. División Norte
hace 4 semanas
San Pedro Garza García (Jesús María), México Citi A tiempo completoThe Field 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 build...
-
San Nicolás de los Garza, México Citi A tiempo completoDescripción Del TrabajoBuscamos Asesores(as) Financieros Patrimoniales con capacidad para generar clientes, construir relaciones patrimoniales y escalar su propio negocio financiero.Este rol está diseñado para profesionales que desean ir más allá del modelo tradicional de banca o ventas, desarrollar criterio asesor y construir una carrera sostenible en...
-
San Nicolás de los Garza, México Citi A tiempo completoDescripción Del TrabajoBuscamos Asesores(as) Financieros Patrimoniales con capacidad para generar clientes, construir relaciones patrimoniales y escalar su propio negocio financiero.Este rol está diseñado para profesionales que desean ir más allá del modelo tradicional de banca o ventas, desarrollar criterio asesor y construir una carrera sostenible en...
-
Banquero Sr
hace 2 semanas
San Pedro Garza García, México Santander A tiempo completoBanquero SR Country: Mexico Coordinar los diferentes mercados (Dinero, Capitales y Fondos) y alternativas de inversión a personas físicas de alto perfil, contactando clientes, detectando sus necesidades particulares e invitándolos a invertir con Santander, con el fin de captar y generar mayores recursos Controlar las carteras con los diferentes perfiles...
