Senior Private Banking Sales & Relationship Officer

Citi; Saltillo; Presencial; MXN 420.000 - 540.000; Jornada completa

Descripción de la vacante

Citi in Saltillo, Mexico seeks a Field Sales Sr. Officer to help drive financial product sales while delivering exceptional client service.

You will leverage product knowledge to match client needs, build relationships with local partners, and contribute to achieving sales targets in your district. You will collaborate with partner leadership, analyze performance trends, deliver training, attend industry events, and ensure compliance.

Formación

• 5-8 years of relevant experience.
• Previous sales experience required.
• Prior experience in a retail environment preferred.
• Demonstrated problem solving skills.
• Ability to travel 75% of the time.
• Consistently demonstrates clear and concise written and verbal communication.
• Proven strategic thinking and problem-solving skills.

Responsabilidades

• Promote credit awareness and implement credit initiatives in assigned territory.
• Analyze performance trends with company reporting to identify opportunities and risks.
• Develop relationships with partner retail leadership and management.
• Attend partner meetings and represent Citi at conferences, trade shows and other industry events.
• Partner with local retail partner field management to identify training opportunities and deliver associate training within assigned territory.
• Develop and assist strategic initiatives to maximize credit sales and applications.
• Provide internal and external clients with service support, ensuring their needs are met.
• 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.
• 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.

Conocimientos

Sales experience

Retail experience

Strong communication

Problem solving

Travel 75%

Educación

Bachelor’s degree / University degree

Descripción del empleo

Citi in Saltillo, Mexico seeks a Field Sales Sr. Officer to help drive financial product sales while delivering exceptional client service.

You will leverage product knowledge to match client needs, build relationships with local partners, and contribute to achieving sales targets in your district. You will collaborate with partner leadership, analyze performance trends, deliver training, attend industry events, and ensure compliance.