The field sales senior lead officer is a senior level 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*:
- assist the division manager and area directors in sales, marketing, identifying new market opportunities and other business development activities
- work with area directors on integration of sales processes, and assist in other sales and marketing programs such as division and national campaigns and client experience
- manage division consumer pipeline products
- coach area managers and branch managers to guide staff in improving sales and customer experience
- partner with peers in other lines of business to maintain relationships with customers and optimize results
- develop and maintain relationships with sales directors and circulate best practices from the division
- communicate messages and priorities, such as business strategy, customer offers, and marketing campaigns to staff
- develop and maintain key relationships and business contacts within the community and targeted industry segments to create growth opportunities
*qualifications*:
- 10+ years of relevant experience
- experience within sales or marketing management required
- working knowledge of financial industry
- consistently demonstrates clear and concise written and verbal communication
- demonstrated sales management skills
- ability to facilitate coaching, training, and meeting sessions
- ability to quickly grasp technical financial information
*education*:
- bachelor's degree/university degree or equivalent experience
- master's degree preferred
- *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.
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