Banamex Banquero Banca Privada Monterrey
hace 4 días
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 preferredThis 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 vigenteIngles 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
-
Diferida - Banquero/a Asociado (Monterrey Nuevo León)
hace 1 semana
San Pedro Garza García, México BBVA A tiempo completo**Fecha límite para apuntarse**:2025-01-30 **¿Quieres desarrollar tu carrera profesional?**: BBVA es una empresa global con más de 160 años de historia que opera en más de 25 países en los que damos servicio a más de 80 millones de clientes. Somos más de 121.000 profesionales que trabajamos en equipos multidisciplinares y de perfiles tan diversos...
-
Banamex Prod Mngmt Grp Mgr C14
hace 7 días
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...
-
Banamex Banquero Sr Banca Privada
hace 3 semanas
San Pedro Garza García, México Citi A tiempo completoRetail Bank Banking Group ManagerThe Retail Bank Banking Group Manager is accountable for the management of complex, critical, and large professional disciplinary areas.The role leads and directs a team of professionals, overseeing the delivery of a full range of services to one or more businesses or geographic regions.The Manager applies in-depth...
-
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 1 semana
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 Asociado Senior Banca Privada Monterrey
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 Citigold Relationship Banker is a developing...
-
Banamex - Banquero Asociado Senior Banca Privada Monterrey
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 Citigold Relationship Banker is a developing...
-
Banamex - Banquero Asociado Senior Banca Privada Monterrey
hace 3 semanas
San Pedro Garza García (Jesús María), México Citi A tiempo completoThe Citigold Relationship Banker is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the...
-
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,...
-
Banquero Sr
hace 7 días
San Pedro Garza García, México Santander A tiempo completoBanquero SRCountry: MexicoCoordinar 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 de...
