Banamex Banquero BAU Patrimonial

Citi; Pachuca; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A leading financial institution in Pachuca is seeking a Field Sales Intermediate Officer to provide customer service and meet sales targets for financial products. This role requires 2-5 years of sales experience and knowledge of financial regulations. Candidates should possess excellent communication skills and the ability to work under pressure. This position includes the opportunity to develop and implement sales strategies while addressing client needs effectively.

Formación

• 2-5 years of relevant experience in sales or similar.
• Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10.
• Extensive knowledge of financial and securities regulations.

Responsabilidades

• Develop and implement sales plans to achieve targets.
• Interact with management for ongoing communication with clients.
• Resolve client complaints efficiently.

Conocimientos

Customer service assistance

Sales planning

Problem-solving skills

Communication skills

Knowledge of financial regulations

Educación

Bachelor's degree or equivalent

Descripción del empleo

The Field Sales Intmd 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

• Develop and implement sales plans to achieve all monthly and annual new asset referral targets
• Interact with managers and directors to ensure ongoing communication regarding existing and future client needs
• Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities
• including legal, corporate, and regulatory
• Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets
• Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles
• Resolve client complaints and issues promptly and efficiently
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

• 2-5 years of relevant experience
• Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10
• Previous sales experience preferred
• Ability to communicate with all levels of management
• Extensive knowledge of financial and securities industry regulations
• Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
• Effective problem‑solving and decision‑making skills
• Consistently demonstrates clear and concise written and verbal communication

Education

• Bachelor’s degree/University degree or equivalent experience

Additional Requirements

• Certificación AMIB-3
• Enfocado a Resultados
• Disponibilidad de Horario
• Disponibilidad para viajar a distintas localidades del Estado de Hidalgo
• Tolerancia a la Frustración
• Manejo de Conflictos
• Conocimiento amplio y profundo del mercado objetivo.

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