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BANQUERO BAU PATRIMONIAL VERACRUZ
BANQUERO BAU PATRIMONIAL VERACRUZ-April 2024
Boca Del Rio
Apr 1, 2026
About BANQUERO BAU PATRIMONIAL VERACRUZ

  The Field Sales Intmd Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.

  Responsibilities:

  Develop and implement sales plans to achieve all monthly and annual new asset referral targets

  Interact with managers and directors to ensure ongoing communication regarding existing and future client needs

  Develop and execute integrated sales and marketing strategies that are aligned to sales goals and support sales service activities

  including legal, corporate, and regulatory

  Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets

  Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles

  Resolve client complaints and issues promptly and efficiently

  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:

  2-5 years of relevant experience

  Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10

  Previous sales experience preferred

  Ability to communicate with all levels of management

  Extensive knowledge of financial and securities industry regulations

  Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements

  Effective problem-solving and decision-making skills

  Consistently demonstrates clear and concise written and verbal communication

  Education:

  Bachelor’s degree/University degree or equivalent experienceThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

  Certificación AMIB figura 3

  Job Family Group:

  Consumer Sales

  Job Family:

  Field Sales

  Time Type:

  Full time

  Citi is an equal opportunity and affirmative action employer.

  Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

  Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .

  View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

  View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo_aa_policy.pdf) .

  View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf)

  Citi is an equal opportunity and affirmative action employer.

  Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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