Banamex Banquero Patrimonial Sr Celaya

Citigroup; Celaya; Híbrido; MXN 900.000 - 1.300.000; Jornada completa

Descripción de la vacante

Citigroup is seeking a Field Sales Lead Officer in the Mexico region to drive sales of financial products and services. You will build client relationships, align with Consumer Sales, and coordinate with the broader Sales team to meet targets.

The role requires strong product knowledge, 6–10 years of experience, and licenses (Series 7/63/65). You will work from a home office up to 75% of the time, with full-time hours and a focus on compliance and risk management.

Formación

• 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.
• Bachelor's degree/University degree or equivalent experience.
• Maestría deseable

Responsabilidades

• Assist in developing short and long product-level strategies to meet the financial plan.
• Execute field credit initiatives and achieve credit goals.
• Collaborate with stakeholders to implement a field strategy/model for Field Sales Representatives.
• Analyze weekly/monthly sales reports and implement action plans to achieve objectives.
• Collect market intelligence on best practices, client feedback, and competition.
• Develop a field intelligence system for reporting competitive activity.
• Develop and maintain relationships with Citi internal and Retail Partners and escalate credit issues.
• Manage cost center budgets and expenses.
• Assess risk in business decisions with focus on ethical conduct and compliance.

Conocimientos

Sales Experience

Credit Experience

Field Sales

Client Development

Project Management

Communication

Industry Knowledge

Educación

Bachelor's degree/University degree or equivalent experience

Master's degree

Herramientas

Citi Relationship Management platform

Analytics

Descripción del empleo

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
• 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

• 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 preferred

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

AMIB figura 3

Maestría deseable

Job Family Group

Consumer Sales

Job Family

Field Sales

Time Type

Full time

Other Relevant Skills

For complementary skills, please see above.

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