Asesor Hipotecario

hace 3 semanas


Heroica Veracruz, México PowerToFly A tiempo completo

The Field Sales 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.ResponsibilitiesTrack incoming data, including submissions, logins, booking, and disbursal numbers to ensure overall targets are being metAcquire new clients through tele-caller supported outbound calling and micromarketing activitiesRegularly engage with any of the following support teams: service team, product team, credit administration team, credit policy team, acquisition teams and senior managers/team leadersComplete client handling beginning with sourcing and serve as the first point of contact for any client concerns or questionsAnalyze client interests, problems, and potential need for new products and servicesConduct client, vendor, and channel meetings 50% of the time and perform revenue optimization activitiesReceive training and assistance for team members including sales executives and tele-callersOrganize marketing activities to get new sources of lead generation and new businessConduct first level risk analysis to understand fitment with Citi’s policiesFulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.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.Qualifications0-2 years of relevant experienceExperience in the financial sector and sales preferredWorking knowledge of related financial regulations and mortgage transaction structureGeneral understanding of regulatory compliance, guidelines and regulationsConsistently demonstrates clear and concise written and verbal communicationEffective problem-solving and negotiation skillsEducationBachelor’s degree/University degree or equivalent experienceFunciones principales:Atención a sucursales, asesoría a banqueros integrales y clientes personas físicas, sobre crédito hipotecarioResponsables de la atención y capacitación de la banca comercial (grupo de sucursales asignadas)Atención a clientes de banca patrimonial, y banqueros patrimonialesRequerimientos:Licenciaturas económico administrativo, o experiencia equivalenteManejo de PCSe requiere experiencia en sucursal ventas y/o sector inmobiliarioCiti 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. #J-18808-Ljbffr



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