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 experienceResponsabilidadEl asesor hipotecario es un competente especializado que actúa como intermediario entre los compradores de inmuebles y entidades financieras, buscando las mejores condiciones de financiamiento.
Sus funciones principales incluyen evaluar la situación financiera del cliente, comparar productos hipotecarios, gestionar trámites administrativos, asesorar sobre las opciones disponibles y acompañar hasta el cierre de la firma.RequerimientosHabilidad para comparar productos de diferentes bancos.Capacidad de comunicación efectiva, enfoque comercial, tolerancia a la frustración y atención al detalle.Experiencia deseable en producto hipotecario.Manejo de paquetería Office/PC y habilidades para explicar temas complejos con claridad.Job Family Group: Consumer SalesJob Family: Field SalesTime Type: Full timeMost Relevant Skills Please see the requirements listed above.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.
#J-*****-Ljbffr

📌 Banamex Asesor Hipotecario Canal Interno - Puebla (Heroica Puebla de Zaragoza)
🏢 Citibank (Switzerland
📍 Heroica Puebla de Zaragoza