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 experience
this job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Amib figura 3 (deseable)
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.
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