דרושים Banquero De Apoyo Patrimonial San Nicolas ב-Citi Group ב-Mexico, San Nicolás De Los Garza

Responsibilities:

• Conduct performance evaluations, compensation, hiring, disciplinary actions, and termination of team members
• Service existing accounts and establish new accounts at designated location or assigned geographical coverage area in order to increase revenue for the bank
• Proactively approach Citi clients to establish real needs, understand the client and their requirements, and interest them in Citi’s products
• Provide advice and product information to Citi clients as appropriate, outlining features and benefits
• Identify cross-selling opportunities to sell other products
• Achieve or exceed decided sales targets
• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• Previous relevant experience preferred
• Experience in financial sales, customer service and management required
• Proficient computer skills
• Proactive leadership and motivational skills
• Consistently demonstrates clear and concise written and verbal communication
• Creative problem solving and decision-making 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.

Ser líder de un equipo de alto desempeño, cuyo principal objetivo es que su equipo genere experiencias extraordinarias positivas, a través de la colocación de productos y servicios, en apegado a políticas y procesos, tanto de la institución como del socio comercial.

Principales tareas:

• Responsable de reclutar el perfil para los puntos de venta asignados.
• Capacitar al equipo en cuanto a productos, plataformas, control, políticas y prevención.
• Seguimiento a indicadores.
• Relacion con los socios comerciales.
• Visita a los puntos de venta.
• Coordinar apertura y cierre de puntos de ventas.
• Manejar un equipo de entre 12 y 16 ejecutivos aproximadamente.
• Manejar 6 a 7 puntos de venta aproximadamente.

Requisitos:

• Licenciatura concluida.
• 2 o mas años de experiencia en ventas, atención y servicio a clientes.
• Disponibilidad para moverse a los diferentes puntos de venta 80% del tiempo.
• Disponibilidad para laborar fines de semana y descansar entre semana.

Time Type:

• The primary focus of the position is data quality support of global contract negotiations and trades which includes document review, data entry, exception reporting along with document scanning and document warehousing.
• The ideal candidate must have excellent technical skills and the ability to learn and work with a very complex in-house data management system.
• The position will require gaining a detailed familiarity with Citi’s standard forms of documentation, technology, and internal procedures.
• 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.

• 0-2 years relevant experience
• Makes judgments and recommendations based on analysis and specialty area knowledge.
• Researches and interprets factual information.
• Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices.
• Exchanges information in a concise and consistent way as well as be sensitive to diverse audience

• Bachelor’s/University degree or equivalent experience

• Descripción del puesto: Analista Jr.de Instrumentos Alternativo y Deuda Corpotiva.

Licenciatura:Económico- Administrativo (Concluida)

Experiencia:de 1 a 2 años (Inversiones- Crédito- Riesgos- Modelos Financieros/ Back Office- Finanzas/Fondos de Capital Privado.

Paqueteria de Office

Inglés- Intermedio (Indispensable)

Seguros: Gastos médicos mayores titular y beneficiarios, hogar, auto, vida, defunciones, algunos con tasa preferencial y sin costo.

Préstamos personales con tasa preferencial bancaria.

Plan de ahorro para el retiro (Independiente a Afore).

Contratación directa.

Capacitación y acceso a plataformas especializadas para tu desarrollo profesional.

Prestaciones superiores a las de Ley:

• Aguinaldo 40 días
• Vacaciones:15 días a partir del primer año.
• Prima vacacional 60%

Servicio de asistencia personal extensivo a familiares (Salud mental, nutrición, finanzas, entre otros).

Convenios y descuentos con diferentes empresas (Tiendas de ropa, Cafeterías, Servicios para eventos, Estilo de vida, entre otros).

Total Pass® (membresía con costo preferencial para diferentes deportivos, gimnasios, clases particulares).

Oportunidad de participar en los juegos bancarios, voluntariado, red de inclusión.

Reparto de utilidades.

Plan de carrera.

Time Type:

Responsibilities:

• Manage a staff of 6 to 10 managers, including interviewing and hiring through to ongoing performance management, developing and managing retail and professional sales plan strategies for national/territory field execution and delivering training initiatives
• 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
• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 6-10 years of relevant experience
• 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.

Time Type:

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
• 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:

• 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.

:

Entre 6 y 10 años de experiencia relevante.

• Licencias requeridas: AMIB Figura 3

• Experiencia en ventas/crédito.

• Experiencia en Ventas de Campo o desarrollo de clientes.

• Preferentemente, experiencia en administración de proyectos.

• Conocimiento práctico de las prácticas y normas relacionadas con la industria.

• Demuestra una comunicación escrita y verbal clara y concisa de manera constante.

• Amplio conocimiento de productos de inversión y de construcción de portafolios de inversión.

• Amplia disposición de atender peticiones de servicio y asesoría de clientes persona física de alto valor.

• Habilidad para trabajar en equipo para poder lograr objetivos.

• Título universitario/de licenciatura o experiencia equivalente.

• Preferencia de maestría.

Time Type:

Responsibilities:

• Ensure compliance with the sales goals defined by the franchise, such as portfolio growth, cross-selling, attracting new customers and retaining current customers of its portfolio.
• Link existing clients by performing needs detection to achieve a greater Customer-Bank relationship.
• Offer a high value service.
• Comprehensive advice to SME clients seeking to solve all the needs of the company, positioning the bank as the 1st option in all the products that the client can acquire.
• Know and execute efficiently the campaigns and strategies defined by the franchise to boost sales growth.
• Execute the action plans agreed with the Area Coordinator to ensure compliance with the sales plan.
• Adequately scale deviations and action plans, generating effective communication with your immediate boss.
• Comply with the controls and regulations established by the institution.
• Visiting clients to understand opportunities for improvement and develop plans in line with the expectations of customers in the area, ensuring the NPS indexes defined at the franchise level.
• Implement and influence in conjunction with your Coordinator in the design of action plans that ensure the achievement of the NPS goal.
• Identify in a timely manner improvements in the service and escalate to its Coordinator.
• 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:

• Previous experience in selling financial products.
• Knowledge of financial products, especially credit to companies, sales techniques.
• Excellent communication skills and management of objections with customers to achieve effective sales

Education:

• Bachelor’s/University degree or equivalent experience

Time Type:

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