Banquero Priority Crece
hace 3 semanas
The Field Sales 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 relationships with clients in order to recognize which financial products and services meet their needs.**Responsibilities**:- Track incoming data, including submissions, logins, booking, and disbursal numbers to ensure overall targets are being met- Acquire new clients through tele-caller supported outbound calling and micromarketing activities- Regularly engage with any of the following support teams: service team, product team, credit administration team, credit policy team, acquisition teams and senior managers/team leaders- Complete client handling beginning with sourcing and serve as the first point of contact for any client concerns or questions- Analyze client interests, problems, and potential need for new products and services- Conduct client, vendor, and channel meetings 50% of the time and perform revenue optimization activities- Receive training and assistance for team members including sales executives and tele-callers- Organize marketing activities to get new sources of lead generation and new business- Conduct first level risk analysis to understand fitment with Citi’s policies- Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.**Qualifications**:- 0-2 years of relevant experience in commercial banking, sales- Experience in the financial sector and sales preferred- Working knowledge of related financial regulations and mortgage transaction structure- General understanding of regulatory compliance, guidelines and regulations- Consistently demonstrates clear and concise written and verbal communication- Effective problem-solving and negotiation skills**Education**:- Bachelor’s degree/University degree or equivalent experience- AMIB III - Mandatory- **Job Family Group**:Consumer Sales- **Job Family**:Field Sales- **Time Type**:Full timeCiti 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
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Banquero Priority Remoto Metro Sur
hace 2 semanas
Ciudad de México Citi A tiempo completoThe CPC Relationship Banker advises clients on investments, forecasts and credit in locations where a physical banker is not available. Additionally, the CPC Relationship Banker supports the branch managers and provides guidance around products and processes. **Responsibilities**: - Present the differentiated offer in banking products to segment customers...
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Banquero Crece
hace 4 semanas
Ciudad de México Citi A tiempo completoThe Field Sales 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 relationships...
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Banquero Crece
hace 1 día
Ciudad de México Citi A tiempo completoThe Field Sales 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 relationships...
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Banamex Banquero Priority Iztapalapa
hace 4 semanas
Ciudad de México Citi A tiempo completoThe CPC 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,...
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Banamex Banquero Priority Portales
hace 3 semanas
Ciudad de México Citigroup A tiempo completoThe CPC 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,...
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Asesor de Inversiones Priority
hace 4 semanas
Ciudad de México Citi A tiempo completoThe Field Sales Officer 2 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. The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial...
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Asesor de Inversiones Priority
hace 1 día
Ciudad de México Citi A tiempo completoThe Field Sales Officer 2 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. The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial...
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Banquero Priority Miguel Ángel de Quevedo
hace 1 semana
Ciudad de México Citi A tiempo completoThe CPC 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,...
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Banamex Banquero Priority Santa Fe
hace 2 semanas
Ciudad de México Citi A tiempo completoThe CPC 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,...
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Banamex - Banquero Priority - Distrito Aeropuerto
hace 2 semanas
Ciudad de México Citi A tiempo completoThe CPC 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,...
