Financial Services Representative
hace 3 días
Citi seeks a skilled Financial Services Representative to join our team as a Mortgage Specialist. In this role, you will be responsible for providing exceptional customer service and meeting sales targets for financial products and services within your assigned district or location.
The overall objective is to utilize a wide range of product knowledge to build relationships with clients and recognize which financial products and services meet their needs. As a Field Sales Officer, you will track incoming data, including submissions, logins, booking, and disbursal numbers to ensure overall targets are being met.
You will acquire new clients through tele-caller supported outbound calling and micromarketing activities, regularly engage with support teams, and complete client handling beginning with sourcing and serving as the first point of contact for any client concerns or questions.
To succeed in this role, you should have 0-2 years of relevant experience, preferably in the financial sector and sales. A working knowledge of related financial regulations and mortgage transaction structure is also required. You must demonstrate clear and concise written and verbal communication skills, effective problem-solving and negotiation skills, and a general understanding of regulatory compliance, guidelines, and regulations.
We estimate the salary for this position to be around $60,000-$80,000 per year, depending on location and experience.
In addition to a competitive salary, Citi offers a comprehensive benefits package, including medical, dental, and vision insurance, retirement plans, and paid time off. We are an equal opportunity and affirmative action employer, committed to diversity and inclusion in the workplace.
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Financial Services Representative
hace 4 semanas
Monterrey, Nuevo León, México Citi A tiempo completoAs a Financial Services Representative at Citi, you will play a key role in meeting sales targets for financial products and services within your assigned district or location. Your primary objective will be to build relationships with clients and identify their financial needs, providing them with tailored solutions to meet their goals.**Key...
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Senior Financial Services Representative
hace 7 días
Monterrey, Nuevo León, México Citi A tiempo completoAt Citi, we're committed to helping our clients achieve their financial goals. As a Senior Financial Services Representative, you'll play a key role in providing exceptional service and guidance to our clients in locations where physical bankers are not available.**Job Summary:**We're seeking an experienced professional to join our team as a Senior Financial...
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Financial Services Representative
hace 7 días
Monterrey, Nuevo León, México Citi A tiempo completoCiti is seeking a highly motivated and results-driven Field Sales Representative to join our team in Mexico. As a key member of our Consumer Sales team, you will be responsible for meeting sales targets for financial products and services within your assigned district or location.The successful candidate will have excellent communication and interpersonal...
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Financial Services Document Validator
hace 3 semanas
Monterrey, Nuevo León, México Gm Financial A tiempo completoWhy Choose Gm Financial?Gm Financial operates globally, serving customers in Latin America and China. Our international business offers a range of wholesale and retail automotive financing products to dealers and their customers. We tailor our products to meet unique dealer needs, consumer preferences, and national requirements in local markets. Our...
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Wholesale Senior Account Representative
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Monterrey, Nuevo León, México Gm Financial A tiempo completoWhy Choose GM Financial?GM Financial International Operations conducts business in Latin America and China, offering a wide range of wholesale and retail automotive financing products to dealers and their customers. Our strength lies in tailoring our products to meet unique dealer needs, consumer preferences, and national requirements in local markets. Our...
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Financial Services Account Manager
hace 1 semana
Monterrey, Nuevo León, México Gm Financial A tiempo completoAbout the Role:The Commercial Credit Account Manager is responsible for managing a portfolio of commercial customers, mitigating credit risk and promoting business development.Key responsibilities include analyzing financial and operating performance, making recommendations, negotiating terms and conditions, maintaining customer relationships, and supporting...
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Senior Collections Representative
hace 4 semanas
Monterrey, Nuevo León, México Gm Financial A tiempo completoWhy choose GM Financial?Our international operations span across Latin America and China, offering a diverse range of wholesale and retail automotive financing products to dealers and their customers. Our strength lies in tailoring our products to meet unique dealer needs, consumer preferences, and national requirements in local markets. Our Latin American...
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Financial Services Consultant
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Monterrey, Nuevo León, México Acuma-Devere Mexico A tiempo completoWe are seeking a seasoned Financial Services Consultant to join our team at Acuma-Devere Mexico. As a Financial Advisor, you will be responsible for building and maintaining your own portfolio, with a minimum of 12 months of experience in private/personal financial advisory.The ideal candidate will have experience working with expatriate clients and a strong...
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Financial Services Associate
hace 4 semanas
Monterrey, Nuevo León, México Msci Inc A tiempo completo**Job Summary**We are seeking a highly motivated and detail-oriented Financial Services Associate to join our team at MSCI Inc. As a Financial Services Associate, you will be responsible for managing client relationships, data loading, reconciliation, and risk reporting for MSCI's risk management software.**Key Responsibilities**Ensure complete upload of...
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Talent Acquisition and Development Specialist
hace 5 días
Monterrey, Nuevo León, México Caterpillar Financial Services Corporation A tiempo completoOverviewCaterpillar Financial Services Corporation is a global leader in the development of innovative financial solutions for our customers. Our company values are built on a commitment to excellence, integrity, and teamwork.
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Financial Services Professional
hace 4 semanas
Monterrey, Nuevo León, México Acuma-Devere Mexico A tiempo completoWe are seeking a highly experienced Financial Services Professional to join our team at Acuma-Devere Mexico. As a Wealth Management Consultant, you will be responsible for providing expert financial advice to our clients and helping them achieve their financial goals.The ideal candidate will have a minimum of 12 months of experience in private/personal...
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Financial Services Associate
hace 3 semanas
Monterrey, Nuevo León, México Citi A tiempo completoThe Citigold Relationship Banker is a professional role that requires a deep understanding of financial markets. The successful candidate will apply knowledge in monitoring, assessing, and analyzing financial data to identify policy gaps and formulate policies. This role involves interpreting data, making recommendations, and researching factual information...
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Financial Risk Analysis Specialist
hace 1 día
Monterrey, Nuevo León, México Gm Financial A tiempo completoAbout Us:GM Financial is a leading international automotive financing company operating in Latin America and China. We offer a wide range of wholesale and retail automotive financing products to dealers and their customers.Our Strength:The strength of our business lies in its ability to tailor our products to meet unique dealer needs, consumer preferences,...
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Risk Management Senior Specialist
hace 2 semanas
Monterrey, Nuevo León, México Gm Financial A tiempo completoWhy Choose Gm Financial?Gm Financial International Operations conducts business in Latin America and China, offering a range of wholesale and retail automotive financing products to dealers and their customers.About the Role:The Fraud Risk Sr. Representative is responsible for monitoring and executing fraud reporting solutions and supporting forecasting...
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Financial Operations Manager
hace 4 semanas
Monterrey, Nuevo León, México Center For Financial Recruiting A tiempo completoCenter for Financial Recruiting is seeking a seasoned Accounts Receivable Manager to lead a team at a global automotive supplier's Shared Services Center in Mexico. This center supports operations throughout the Americas.**Key Responsibilities:** Proven experience managing an AR function within a Tier One automotive supplier. Lead a team of AR professionals,...
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Customer Experience Operations Senior Representative
hace 2 semanas
Monterrey, Nuevo León, México Gm Financial A tiempo completoAbout GM Financial:GM Financial is a leading provider of automotive financing solutions in Latin America and China. We offer a wide range of wholesale and retail financing products to dealers and their customers, tailoring our offerings to meet unique dealer needs, consumer preferences, and national requirements in local markets.About the Role:The Senior...
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Financial Services Operations Associate
hace 1 semana
Monterrey, Nuevo León, México Flywire A tiempo completoThe OpportunityFlywire is seeking a highly motivated and detail-oriented Financial Services Operations Associate to join our Payment Operations team. As a key member of our team, you will be responsible for processing daily payment and foreign exchange transactions with a high level of accuracy and delivering exceptional service to our customers.Process...
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Strategic Human Resources Business Partner
hace 6 días
Monterrey, Nuevo León, México Caterpillar Financial Services Corporation A tiempo completoCaterpillar Financial Services Corporation seeks a Strategic Human Resources Business Partner to join our global team. As a valued member of our organization, you will play a critical role in shaping the company's future by providing expert direction and support to business units in various areas.Estimated Salary: $85,000 - $110,000 per year, depending on...
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Global Dealer Commission Coordinator
hace 3 semanas
Monterrey, Nuevo León, México Gm Financial A tiempo completoAre you passionate about delivering exceptional customer service and support to dealerships worldwide?We are seeking a skilled Dealer Support Representative to join our team at GM Financial. As a Dealer Support Representative, you will play a crucial role in coordinating payment and notification commissions process and other concepts generated for the...
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Financial Services Professional
hace 5 días
Monterrey, Nuevo León, México Citi A tiempo completo• As a Financial Services Professional, you will be responsible for communicating daily market updates and trading strategic plans to clients and individual sales staff. This involves identifying financial gaps in their current wealth or asset allocation and introducing suitable products.• Effective communication is key in this role, as you will need to...