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.
PRINCIPALES FUNCIONES:
1. Cumplimiento de meta: cumplir la colocación mensual establecida para la división mediante la gestión de la gaveta con áreas internas (jurídico, Dictaminación y avalúos)
2. Manejo de equipo de trabajo para el logro de sus objetivos
3. Generar estrategias para incrementar la participación de los banqueros de sucursal y cumplir por lo menos con una firma al mes por sucursal
4. Mancuerna con desarrollos e inmobiliarias para generar ingresos
5. Capacitación a banqueros de sucursal, desarrollos e inmobiliarias sobre la política de créditos hipotecarios y actualización de la misma
6. Trabajo en equipo con los distritales de la división y equipo Priority
7. Generación y análisis de reportes
8. Desarrollo y generación de estrategias
SE REQUIERE:
- Licenciatura concluida
- Conocimiento en gestión comercial y manejo de equipos (liderazgo) – 6 años
- Conocimiento en productos de crédito
- Experiencia en ventas
- Experiencia en sector financiero
- Dominio de herramientas de reportería y de análisis e interpretación de la información
- Deseable conocimiento en producto hipotecari
Field Sales
Time Type:
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