Senior Mortgage Advisor
hace 1 mes
Job Summary
The Field Sales Officer is a key position within Citi's Consumer Sales team, responsible for assisting clients with their financial product needs and meeting sales targets in their assigned district or location.
Responsibilities
• Track and analyze sales data to ensure overall targets are being met
• Develop and maintain relationships with clients to recognize their financial needs and provide tailored solutions
• Collaborate with internal teams, including service, product, and credit administration, to resolve client concerns and optimize sales
• Conduct client meetings and perform revenue optimization activities to drive sales growth
• Participate in training and development programs to enhance skills and knowledge
• Identify new opportunities for lead generation and business expansion
• Conduct risk analysis to ensure client needs align with Citi's policies and regulatory requirements
Qualifications
• 0-2 years of relevant experience in the financial sector
• Strong knowledge of financial regulations and mortgage transaction structures
• Excellent communication and problem-solving skills
• Bachelor's degree or equivalent experience
PRINCIPALES FUNCIONES
- Atención a sucursales, asesoría a banqueros integrales y clientes personas físicas, sobre crédito hipotecario
- Responsables de la atención y capacitación de la banca comercial (grupo de sucursales asignadas)
- Atención a clientes de banca patrimonial, y banqueros patrimoniales
SE REQUIERE:
Licenciaturas económico administrativo, o experiência equivalente
Manejo de PC
Candidatos internos o externos
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