C

Citi

Runs banking and payments for global clients

Banamex Gerente Distrital de Tarjetas de Crédito - Puesto Inclusivo, Canal Socios Comerciales

Field SalesUpdated on Nov 12
Full-timeCabo San Lucas, BCS, Mexico

About the Job

Requirements

  • A completed bachelor's or university degree, with proof of graduation, is required for external applicants. Internal applicants may have a degree in progress or nearing completion.
  • At least 2 years of experience leading sales teams is required.
  • Experience in sales, customer service and customer support is required; financial-product experience is an advantage.
  • Proficiency with computer skills, Office, Outlook and Zoom is required.
  • Availability to travel and work weekends is required.
  • Experience in financial sales, customer service and management is required.
  • Proactive leadership and motivational skills are required.
  • Clear and concise written and verbal communication is required.
  • Creative problem-solving and decision-making skills are required.

Responsibilities

  • Conduct team performance evaluations and make compensation, hiring, disciplinary and termination decisions.
  • Service existing accounts and establish new accounts at designated locations or within assigned geographic coverage to increase bank revenue.
  • Approach bank clients to identify their needs, understand their requirements and introduce them to the bank's products.
  • Advise clients and provide product information, explaining features and benefits as appropriate.
  • Identify opportunities to cross-sell other products.
  • Meet or exceed assigned sales targets.
  • Assess risk in business decisions, protect the firm's reputation and its clients and assets, comply with applicable laws, rules and regulations, follow policy, exercise sound ethical judgment, and transparently escalate, manage and report control issues. Supervise others' activities and hold those who do not meet these standards accountable.
  • Coach, facilitate, develop and empower sales advisers to improve performance indicators and staff retention.
  • Identify talent and support decisions regarding employees' continued growth.
  • Ensure point-of-sale advisers understand core channel activities, including approaching customers, advising them and providing customer service.
  • Supervise points of sale and review key results weekly.
  • Track key performance indicators, including coverage, operational efficiency, applications, new accounts, quality indicators and areas for improvement.
  • Manage supplies needed for operations.
  • Ensure point-of-sale advisers continuously approach customers during their working shifts.
  • Create strategies with commercial partners and present weekly results to store managers using executive presentations.
  • Ensure compliance with policies and standards.
  • Manage team incidents, leave and overtime.
  • Oversee the referral program and promote good practices.
  • Promote open communication, trust and transparency.

Desired Qualifications

  • Experience in financial products adds value.

About the Company

Citi

Runs banking and payments for global clients

Citi runs banking, investment and payment services for companies, governments and individuals around the world. Its global network connects institutions with local banking systems, while its US consumer business sells credit cards and deposit accounts. Corporate clients use Citi to manage cash, finance trade and raise capital, and investors use its trading, custody and wealth services to hold and manage assets. The bank earns interest on loans and fees from payments, securities transactions, financial advice and account services. Citi traces its banking roots to 1812; the Citigroup holding company was formed in 1998, and its headquarters are in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1812

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