Ejecutivo Bancario

Hr Connect S.A De C.V; Hermosillo; On-site; MXN 120,000 - 180,000; Full time

Job summary

Hr Connect S.A De C.V in Hermosillo, Sonora is seeking an Asesor Financiero de Ventas Retail to assist customers with financing options and credit applications, enabling purchases of higher-value items while ensuring compliance with financial regulations.

The role emphasizes clear communication, accurate processing of applications, and collaboration with the sales team to remove financial barriers and enhance the customer buying experience in a busy retail setting.

Responsibilities

• Advise customers on available financing options and credit programs.
• Assist customers in completing credit applications accurately and efficiently.
• Evaluate customer creditworthiness and provide recommendations based on financial policies.
• Explain terms and conditions of financing agreements clearly to customers.
• Process credit applications and liaise with financial institutions for approvals.
• Ensure compliance with all relevant financial regulations and company policies.
• Maintain confidential customer financial information with the utmost integrity.
• Address customer inquiries regarding financing and payment options.
• Support the sales team by facilitating the purchase process through financing solutions.
• Track and report on financing application success rates and trends.

Job description

About the Role

Our client is looking for a dedicated and trustworthy Asesor Financiero de Ventas Retail to join their team in Hermosillo, Sonora. This critical role involves assisting customers with financing options and credit applications to facilitate their purchases, particularly for higher-value items. The ideal candidate will possess strong communication skills, a solid understanding of financial products, and a customer-first approach. You will be responsible for explaining credit terms clearly, processing applications accurately, and ensuring compliance with all financial regulations. This position is crucial for removing financial barriers to purchase and enhancing the overall customer buying experience within the retail environment of Hermosillo. If you have a background in finance or sales with a focus on credit, this is an excellent opportunity to contribute to our client's success.

Key Responsibilities

• Advise customers on available financing options and credit programs.
• Assist customers in completing credit applications accurately and efficiently.
• Evaluate customer creditworthiness and provide recommendations based on financial policies.
• Explain terms and conditions of financing agreements clearly to customers.
• Process credit applications and liaise with financial institutions for approvals.
• Ensure compliance with all relevant financial regulations and company policies.
• Maintain confidential customer financial information with the utmost integrity.
• Address customer inquiries regarding financing and payment options.
• Support the sales team by facilitating the purchase process through financing solutions.
• Track and report on financing application success rates and trends.