Banamex- Banquero Privado Sr. División Norte

hace 19 horas

San Pedro Garza García Jesús María, México Citi A tiempo completo

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 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- 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**:- 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- 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.**Requisitos**- Maestría (Deseable)- Experiência Solida de 8 a 10 años en Banca Privada o Banca Patrimonial- Conocimiento en inversiones, gestión de portafolios y gestión de cartera.- Excelentes habilidades de comunicación y enfoque al cliente- Certificación Figura 3 en AMIB (Vigente) (Indispensable)- Disponibilidad para viajar.**Ofrecemos**- Sueldo Base- Esquema de Bono- Prestaciones Superiore a la de Ley.- Plan de Carrera y Desarrollo Profesional**Job Family Group**:Consumer Sales- **Job Family**:Field Sales- **Time Type**:Full time- **Most Relevant Skills**Please see the requirements listed above.- **Other Relevant Skills**For complementary skills, please see above and/or contact the recruiter.-- View Citi’s _EEO Policy Statement_ and the _Know Your Rights_ poster._

  • BANAMEX- Banquero Privado Sr. División Norte

    hace 23 horas

    San Pedro Garza García (Jesús María), N. L., México Citi A tiempo completo

    Discover your future at CitiWorking 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 OverviewThe Field Sales Lead Officer is an intermediate position...

  • BANAMEX- Banquero Privado Sr. División Norte

    hace 3 días

    San Pedro Garza García, Nuevo León, México Citi A tiempo completo

    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 team. The overall objective is to utilize a wide range of product knowledge to build...

  • Banamex Banquero Sr Banca Privada

    hace 4 semanas

    San Pedro Garza García, México Citi A tiempo completo

    Retail 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...

  • Banamex Prod Mngmt Grp Mgr C14

    hace 2 semanas

    San Pedro Garza García (Jesús María), México Citi A tiempo completo

    The 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...

  • Banquero Sr

    hace 2 semanas

    San Pedro Garza García, México Santander A tiempo completo

    Banquero 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...

  • Banquero/a Asociado Privado

    hace 2 semanas

    San Luis Potosí, México BBVA A tiempo completo

    **Área**:**BRANCHES & SUPPORT****Inscríbete hasta**:**10/5/2024****Sociedad**:**243****¿Qué estamos buscando?**Si cuentas con: Licenciatura concluida o en proceso (Áreas Administrativas, Finanzas, Económicas) Certificación AMIB Figura 3 Orientación a resultados. Habilidad para trabajar bajo presión. Alta sensibilidad para el manejo de níveles de...

  • Banamex - Banquero Asociado- Banca Privada San Pedro Garza Garcia/ Nuevo Leon

    hace 2 semanas

    San Pedro Garza García (Jesús María), México Citi A tiempo completo

    The 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 Monterrey

    hace 2 semanas

    San Pedro Garza García (Jesús María), México Citi A tiempo completo

    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...

  • Banamex Banquero de Relación Empresarial Sr

    hace 2 semanas

    San Pedro Garza García (Jesús María), México Citi A tiempo completo

    **Responsibilities**: - Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations - Introduces solutions to clients in building and strengthening an effective portfolio; - Works closely with Case Manager on the on-boarding and retention of clients, ensuring the...

  • Banamex Director Banca Privada Norte

    hace 2 semanas

    San Pedro Garza García (Jesús María), México Citigroup A tiempo completo

    The Field Sales Divisional Manager is a senior management level position responsible for providing full leadership and direction to a team of employees in an effort to execute against key portfolio strategies in coordination with the Consumer Sales team. The overall objective of this role is to ensure the seamless delivery of support services to Citi clients...