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.This job description provides a high-level review of the types of work performed.
Other job-related duties may be assigned as required.Responsibilities:Track incoming data, including submissions, logins, booking, and disbursal numbers to ensure overall targets are being metAcquire new client 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 policiesAppropriately 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.Qualifications:0-2 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 skillsEducation:Bachelor's degree/University degree or equivalent experiencePRINCIPALES FUNCIONESColocar créditos hipotecarios derivados de la relación con Desarrolladores de viviendaCapacitación a la fuerza de ventas del desarrollo y siendo responsable del proceso de originación hasta la disposición del créditoCoordinar agenda de trabajo con los Desarrolladores incluyendo los fines de semana, donde hará guardias en las casetas de venta para atender a clientes prospectos, organizar o participar en eventos que organice el banco con el desarrollo ( open house )SE REQUIERE:Experiencia en ventas en productos financieros o inmobiliarios y crédito Hipotecario.Habilidad en ventas relacionado con productos financieros o inmobiliarios y crédito hipotecarioCon facilidad de palabraProactivo y orientado a resultadosCon gran actitud de servicioDisponibilidad para trabajar fines de semana, con descanso de 2 días entre semanaJob Family Group:Consumer SalesJob Family:Field SalesTime Type:Full timeMost Relevant SkillsPlease see the requirements listed above.Other Relevant SkillsFor complementary skills, please see above and/or contact the recruiter.Citi 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.
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📌 Banamex Asesor Hipotecario Canal Desarrollos - Guadalajara
🏢 Citi
📍 Guadalajara