Role at a glance
- Job function
-
Sales Financial Services & Insurance Sales Inside Sales & Field Sales
- Salary
- Not Disclosed
- Location
- 2 Locations
- Work arrangement
- On-site
- Employment
- Full-time
- Education
- Bachelor’s degree/University degree or equivalent experience
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Role Summary
The Field Sales Team Lead leads a field sales team supporting Citi’s Consumer Sales organization and client service activities. The role manages account growth, client engagement, product promotion and sales performance while supporting compliance and responsible business practices.
What You'll Do
- Conduct performance evaluations, compensation, hiring, disciplinary actions, and termination of team members
- Service existing accounts and establish new accounts in designated locations or assigned geographical coverage areas
- Approach Citi clients to understand their needs and interest them in Citi’s products
- Provide product information and advice to Citi clients
- Identify cross-selling opportunities and achieve or exceed sales targets
- Assess risk, drive compliance, and supervise activities with accountability
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
Required: experience in financial sales, customer service and management; proficient computer skills; proactive leadership and motivational skills; clear and concise written and verbal communication; creative problem solving and decision-making skills; knowledge of sales processes, team management, market analysis and prospecting; digital technology skills; conflict management, negotiation and teamwork. Preferred: previous relevant experience and experience managing sales forces and promoting financial products.
Required
- Experience in financial sales, customer service and management
- Proficient computer skills
- Proactive leadership and motivational skills
- Clear and concise written and verbal communication
- Creative problem solving and decision-making skills
- Bachelor’s degree/University degree or equivalent experience
- Knowledge of sales processes, team management, market analysis and prospecting
- Manejo de paquetería office
Preferred
- Previous relevant experience
Original job description
Content provided by the employer
Original job description
Content provided by the employer
The Field Sales Team Lead is an entry level position responsible for providing full leadership and direction to a team of employees in an effort to deliver a full range of sales support activities in coordination with the Consumer Sales team. The overall objective of this role is to ensure the seamless delivery of support services to Citi clients and to assist team in meeting sales targets.
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.
Gestionar los equipos de fuerza de ventas para la promoción de productos y servicios financieros; establecer relaciones de trabajo estratégico con las
sucursales Citibanamex, empresas y clientes para el logro de los objetivos comerciales, definir y ejecutar estrategias comerciales de acuerdo a las
necesidades del negocio
Conocimientos generales en procesos de ventas, gestión de equipos de trabajo, análisis y prospección de nuevos
mercados, manejo de paquetería office
Necesario manejo de tecnología digital (Tablet, Smartphone, lectores biométricos)
Experiencia gestionando Fuerzas de Ventas y promoción de productos
financieros.
- Trabajo bajo presión
- Manejo efectivo de
- Conflictos
- Negociación
- Trabajo en equipo
- Desarrolla a Nuestra Gente
- Impulsa Valor a los Clientes
- Trabaja como Socio
- Genera Progreso
- Vive nuestros Valores
- Entrega Resultados
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Job Family Group:
Consumer Sales------------------------------------------------------
Job Family:
Field Sales------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
About the company
Citi
Large Enterprise
Citi is a global financial services corporation that offers a wide range of financial products and services, including consumer banking, credit, investment banking, and wealth management. With a presence in nearly 100 countries, Citi serves millions of customers, from individuals and small businesses to large corporations and governments. The company is dedicated to innovation and sustainability, actively working to support economic growth while addressing environmental and social challenges. Citi’s commitment to providing exceptional service and fostering diverse talent makes it a prominent choice for students aspiring to build a career in finance and banking.