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**Banamex - Coordinador de Ventas Sector Financiero: Lead Sales Team, Achieve Targets** Manage a sales team, ensuring seamless customer support and meeting targets. Key responsibilities include: - Train team members, monitor progress, and provide performance feedback. - Track incoming data and conduct revenue optimization activities. - Acquire new clients through outbound calls and micromarketing, analyze client needs, and handle client concerns. - Conduct meetings, organize lead generation activities, and perform risk analysis. - Requirements: 0-2 years of sales experience, strong communication, problem-solving, and negotiation skills. Proficiency in Excel, Outlook, and PowerPoint. Bachelor's degree preferred. - Experience in financial sales and knowledge of related regulations is a plus. Managerial experience with commercial teams is desirable. - Full-time role in Tijuana or Ensenada, Mexico.
- Compensation
- Not specified
- City
- Not specified
- Country
- Mexico
Currency: Not specified
Full Job Description
Banamex - Coordinador de Ventas Sector Financiero
Job Req Id:
26981508
Location(s):
Tijuana, Baja California, Mexico, Ensenada, Baja California, Mexico
Job Type:
On-Site/Resident
Posted:
Jul. 23, 2026
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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 Citis 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:
- Bachelors 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:
- Experiencia en Ventas de productos financieros
- Manejo de Paquetera Office en particular Excel, Outlook y power point
- Licenciatura terminada / Experiencia equivalente
Deseable:
- Preferentemente experiencia como manager con equipos comerciales
Favor de adjuntar CV actualizado
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Job Family Group:
Consumer Sales------------------------------------------------------
Job Family:
Field Sales------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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