Banamex Coordinador Regional Banca Patrimonial

Citi; Monterrey; Presencial; MXN 1,457,000 - 2,187,000; Jornada completa

Descripción de la vacante

A leading financial institution is seeking a Field Sales Senior Lead Officer in Monterrey, Nuevo León. This senior-level role focuses on customer service and sales performance for financial products. Candidates should have over 10 years of experience in sales or marketing management, with a strong understanding of the financial industry. The successful candidate will coach and develop staff while optimizing business opportunities and ensuring compliance with regulatory standards. This position offers a chance to significantly influence sales strategies in the region.

Formación

• 10+ years of relevant experience required.
• Experience within sales or marketing management necessary.
• Demonstrated ability to facilitate coaching and training.

Responsabilidades

• Assist in sales and marketing strategies.
• Manage consumer pipeline products.
• Coach managers to improve sales performance.

Conocimientos

Sales management skills

Clear communication

Ability to coach and train

Understanding of financial products

Educación

Bachelor’s degree or equivalent

Master’s degree preferred

Descripción del empleo

The Field Sales Senior Lead Officer is a senior level 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

• Assist the Division Manager and Area Directors in sales, marketing, identifying new market opportunities and other business development activities
• Work with area Directors on integration of sales processes, and assist in other sales and marketing programs such as Division and National campaigns and Client Experience
• Manage Division consumer pipeline products
• Coach area Managers and Branch Managers to guide staff in improving sales and customer experience
• Partner with peers in other lines of business to maintain relationships with customers and optimize results
• Develop and maintain relationships with Sales Directors and circulate best practices from the Division
• Communicate messages and priorities, such as business strategy, customer offers, and marketing campaigns to staff
• Develop and maintain key relationships and business contacts within the community and targeted industry segments to create growth opportunities
• 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

• 10+ years of relevant experience
• Experience within sales or marketing management required
• Working knowledge of Financial Industry
• Consistently demonstrates clear and concise written and verbal communication
• Demonstrated sales management skills
• Ability to facilitate coaching, training, and meeting sessions
• Ability to quickly grasp technical financial information

Education

• Bachelor’s degree/University degree or equivalent experience
• Master’s degree preferred

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.