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

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.

Se requiere AMIB Fig 3

Maestría

Job Family Group: Consumer Sales
Job Family: Field Sales
Time Type: Full time
Most Relevant Skills
Please see the requirements listed above.

Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.

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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