Banamex - Banquero Patrimonial - Cuernavaca

Banamex; Cuernavaca; On-site; MXN 400,000 - 520,000; Full time

Job summary

Citi in Cuernavaca, Mexico seeks an intermediate Field Sales Intmd Officer to provide customer service and meet sales targets for financial products. You will use broad product knowledge to build client relationships and identify optimal financial solutions.

The role emphasizes compliance, collaboration with the Consumer Sales team, and achieving monthly and annual asset referral goals. Full‑time position with a focus on customer-centric financial services.

Qualifications

• 2-5 years of relevant experience in field sales.
• 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/changes.
• Effective problem-solving and decision-making skills.
• Clear and concise written and verbal communication.

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 client needs.
• Develop and execute integrated sales and marketing strategies aligned to sales goals.
• Ensuring adherence to legal, corporate, and regulatory procedures for safety of assets.
• Monitor improvement of investment consultant activities and branch huddles.
• Resolve client complaints promptly and efficiently.
• Assess risk in business decisions and escalate issues with transparency.

Skills

2-5 years experience

Education

Bachelor’s degree

Tools

Series 7

Series 63

Series 66

Series 24 or 9/10

Job description

• Previous sales experience preferred

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

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Se requiere AMIB Fig 3

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Job Family Group

Consumer Sales

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Job Family

Field Sales

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Time Type

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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