**Discover your future at Citi**:
Working at Citi is far more than just a job.
A career with us means joining a team of approximately 219,000 dedicated people from around the globe.
At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.
**Job Overview**:
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.
**Responsibilities**:
- Track incoming data, including submissions, logins, booking, and disbursal numbers to ensure overall targets are being met
- Acquire new clients through tele-caller supported outbound calling and micromarketing activities
- Regularly engage with any of the following support teams: service team, product team, credit administration team, credit policy team, acquisition teams and senior managers/team leaders
- Complete client handling beginning with sourcing and serve as the first point of contact for any client concerns or questions
- Analyze client interests, problems, and potential need for new products and services
- Conduct client, vendor, and channel meetings 50% of the time and perform revenue optimization activities
- Receive training and assistance for team members including sales executives and tele-callers
- Organize marketing activities to get new sources of lead generation and new business
- Conduct first level risk analysis to understand fitment with Citi's policies




- Fulfilling 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.
**Qualifications**:
- 0-2 years of relevant experience
- Experience in the financial sector and sales preferred
- Working knowledge of related financial regulations and mortgage transaction structure
- General understanding of regulatory compliance, guidelines and regulations
- Consistently demonstrates clear and concise written and verbal communication
- Effective problem-solving and negotiation skills
**Education**:
- Bachelor's degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed.
Other job-related duties may be assigned as required.
**Responsabilidad**
El asesor hipotecario es un cualificado 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.
**Requerimientos**
- Habilidad para comparar productos de diferentes bancos.
- Capacidad de comunicación efectiva, enfoque comercial, tolerancia a la frustración y atención al detalle.
- Experiência deseable en producto hipotecario.
- Manejo de paquetería Office/PC y habilidades para explicar temas complejos con claridad.
**Job Family Group**:Consumer Sales
- **Job Family**: Field Sales
- **Time Type**: Full time
- **Most Relevant Skills**:Please see the requirements listed above.
- **Other Relevant Skills**:For complementary skills, please see above and/or contact the recruiter.

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