Financial Services Representative

hace 3 días


Monterrey, Nuevo León, México Citi A tiempo completo

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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