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.