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Banamex Lider de Ventas Financiero

Job in New York, New York County, New York, 10261, USA
Listing for: Citi
Full Time position
Listed on 2026-09-25
Job specializations:
  • Finance & Banking
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 17000 - 26000 USD Yearly USD 17000.00 26000.00 YEAR
Job Description & How to Apply Below
Position: Banamex Lider de Ventas Sector Financiero
Location: New York

Banamex Lider de Ventas Sector Financiero

Monterrey, Nuevo León, Mexico

Full time

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The Field Sales Supervisor is an intermediate position responsible for providing full leadership and direction to a team of employees in an effort to deliver a full range of sales and customer 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:

  • Responsible for training team members, monitoring quantity and quality of work and providing feedback to employees on performance
  • Track incoming data, including submissions, logins, booking, and disbursal numbers to ensure overall targets are being met
  • Acquire new clients through tele-caller supported outbound calling and micromarketing activities
  • Complete client handling beginning with sourcing and serve as the first point of contact for any client concerns or questions
  • Analyze client interests, problems, and potential need for new products and services
  • Conduct client, vendor, and channel meetings 50% of the time and perform revenue optimization activities
  • Receive training and assistance for team members including sales executives and tele-callers
  • Organize marketing activities to get new sources of lead generation and new business
  • Conduct first level risk analysis to understand fitment with Citi’s policies
  • 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:

  • 0-2 years of relevant experience
  • Experience in the financial sector and sales preferred
  • Working knowledge of related financial regulations and mortgage transaction structure
  • General understanding of regulatory compliance, guidelines and regulations
  • Consistently demonstrates clear and concise written and verbal communication
  • Effective problem-solving and negotiation skills
  • Ability to communication across various teams

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.

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.

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