Banamex Asesor Hipotecario Canal Desarrollos - Guadalajara

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 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 client 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

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.

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.

PRINCIPALES FUNCIONES

Colocar créditos hipotecarios derivados de la relación con Desarrolladores de vivienda

Capacitación a la fuerza de ventas del desarrollo y siendo responsable del proceso de originación hasta la disposición del crédito

Coordinar 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 hipotecario

Con facilidad de palabra

Proactivo y orientado a resultados

Con gran actitud de servicio

Disponibilidad para trabajar fines de semana, con descanso de 2 días entre semana

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Job Family Group:

Consumer Sales

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Job Family:

Field Sales

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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