Asesor Hipotecario

Banamex; Córdoba; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A leading financial services company in Córdoba, Mexico is seeking a Field Sales Officer to provide exceptional customer service and meet sales targets. The role involves acquiring new clients, working closely with support teams, and analyzing client needs for financial products. Ideal candidates have a Bachelor's degree and some relevant experience, along with strong problem-solving and communication skills.

Formación

• 0-2 years of relevant experience.
• Experience in the financial sector and sales preferred.
• Working knowledge of financial regulations.

Responsabilidades

• Track incoming data for sales targets.
• Acquire new clients through outbound calling.
• Engage with support teams regularly.

Conocimientos

Problem-solving skills

Negotiation skills

Verbal communication

Written communication

Educación

Bachelor’s degree or equivalent experience

Herramientas

Microsoft Office

Descripción del empleo

Field Sales Officer 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 support teams: service team, product team, credit administration team, credit policy team, mueve 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 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.

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.
• ES: 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.

Funciones principales

• Atención a sucursales, asesoría a banqueros integrales y clientes personas físicas, sobre crédito hipotecario.
• Responsables de la atención y capacitación de la banca comercial (grupo de sucursales asignadas).
• Atención a clientes de banca patrimonial, y banqueros patrimoniales.

Requerimientos

• Licenciaturas en economía, administrativo, o experiencia equivalente.
• Manejo de PC.
• Se requiere experiencia en sucursal ventas y/o sector inmobiliario.

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.