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
- 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.
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.
REQUERIMIENTOS:
Entre 6 y 10 años de experiencia relevante.
• Licencias requeridas: AMIB Figura 3
• Experiencia en ventas/crédito.
• Experiencia en Ventas de Campo o desarrollo de clientes.
• Preferentemente, experiencia en administración de proyectos.
• Conocimiento práctico de las prácticas y normas relacionadas con la industria.
• Demuestra una comunicación escrita y verbal clara y concisa de manera constante.
• Amplio conocimiento de productos de inversión y de construcción de portafolios de inversión.
• Amplia disposición de atender peticiones de servicio y asesoría de clientes persona física de alto valor.
• Habilidad para trabajar en equipo para poder lograr objetivos.
Educación:
• Título universitario/de licenciatura o experiencia equivalente.
• Preferencia de maestría.
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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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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.
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