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
* adequately assess risk when making business decisions, ensuring 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 supervising the activity of others and creating accountability for 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.
requisitos
* escolaridad: licenciatura concluida (titulo, cedula, certificado o carta pasante únicamente)
* experiencia laboral: 2 años de experiencia en ventas y liderando equipos
* experiencia en atención y servicio al cliente
* conocimientos: coaching de equipos de trabajo; acompañamiento a través de la mentoría; liderazgo situacional enfocado a resultados comerciales
* gestión de operación con socios comerciales; conocimientos deseables en gestión de operación con socios comerciales y en productos financieros básicos y ventas generales
* conocimientos tecnológicos: manejo de microsoft office, outlook y zoom
* adicionales: disponibilidad para viajar; disponibilidad para laborar fines de semana
* competencias y habilidades: liderazgo y autogestionable; facilidad de palabra; negociador; formador de talentos; capacidad para implementar nuevas estrategias; perseverante, proactivo y manejo tolerancia a la frustración; capacidad de análisis, ejecución, delegación y escalamiento; destreza para solucionar cualquier problema; comunicación efectiva, asertiva y constante; adaptación al cambio; administración del tiempo y autoaprendizaje
job details
* job family group: consumer sales
* job family: field sales
* time type: full time
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. Accessibility information is available if needed.
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