The Field Sales Sr. 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.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Amplia experiencia en Banca Patrimonial
Conocimiento y operación de activos objeto de inversión
Certificación Figura AMIB III Indispensable.
Responsibilities:
- Work with partner leadership and locations to, promote credit awareness, implement credit initiatives, collect and communicate market intelligence, increase new applications and credit sales
- Analyze local and territory performance trends using company reporting and ad-hoc analyses to identify opportunities and emerging risks




- Develop and maintain relationships with partner retail field leadership and business owners/management within assigned territory, resolving issues as necessary
- Attend partner meetings and represent Citi at conferences, trade show 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

📌 Banamex Banquero Patrimonial Sr Oficina Patrimonial Uruapan
🏢 Citi
📍 Uruapan