Provide full leadership and direction to a team of employees supporting sales and customer activitiesTrain team members and monitor quantity and quality of workProvide employee performance feedbackTrack submissions, logins, booking, and disbursal data against targetsAcquire new clients through outbound calling and micromarketing activitiesHandle clients from sourcing and serve as the first point of contact for concerns and questionsAnalyze client interests, problems, and potential needs for new products and servicesConduct client, vendor, and channel meetings 50% of the timePerform revenue optimization activitiesSupport sales executives and tele-callers with training and assistanceOrganize marketing activities for lead generation and new businessConduct first-level risk analysis for fit with Citi policiesAssess and manage risk in business decisionsDrive compliance, escal*ate* and report control issues, supervise others, and create accountabilityRequirements0-2 years of relevant experienceExperience in the financial sector and sales preferredWorking knowledge of related financial regulations and mortgage transaction structureGeneral understanding of regulatory compliance,



guidelines and regulationsConsistently demonstrates clear and concise written and verbal communicationEffective problem-solving and negotiation skillsAbility to communicate across various teamsBachelor's degree/University degree or equivalent experienceCompliance with applicable laws, rules, regulations, and Citi policiesSound ethical judgment regarding personal behavior, conduct, and business practicesCore CompetenciesDemonstrates strong leadership in managing a sales team while ensuring compliance with financial regulations and optimizing revenue through effective client engagement and risk analysis.
Possesses excellent communication and problem-solving skills to support team performance and client needs.Highest-signal resume keywordsTeam LeadershipSales SupportClient AcquisitionRegulatory ComplianceRisk AnalysisHard SkillsFinancial RegulationsMortgage Transaction StructureRevenue OptimizationData TrackingPerformance FeedbackSoft SkillsClear CommunicationProblem-SolvingNegotiation SkillsTeam CollaborationEthical JudgmentCertifications & QualificationsBachelor's DegreeIndustry KeywordsFinancial SectorComplianceLead GenerationClient ManagementMicromarketing#J-*****-Ljbffr

📌 Lider De Ventas, Sector Financiero (Monterrey)
🏢 Jobtailor
📍 Monterrey