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
descripción del rol digital
contactar vía telefónica a los clientes que se precalifican en el portal de banamex y se preautoriza una línea para un crédito hipotecario, con la finalidad de recabar los documentos (identificación oficial y comprobantes de ingresos) para su evaluación crediticia hasta entregarle la carta autorización.
Dominar políticas de crédito y el proceso de un crédito hipotecario de inicio a fin con el objetivo de asesorar y perfilar correctamente al cliente que se precalifico en el portal.
Se requiere
facilidad de palabra
manejo de conversaciones de venta por teléfono
conocimientos del proceso de un crédito hipotecario "end to end
job family group
consumer sales
job family
field sales
time type
full time
eeo statement
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.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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