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.
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 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:

- 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

Education:

- Bachelor’s degree/University degree or equivalent experience

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

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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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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

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

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📌 Banamex Banquero Patrimonial - Cuernavaca
🏢 09516 Banco Nacional de Mexico, S.A., integrante del Grupo Financiero Banamex
📍 Cuernavaca