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 metAcquire new client through tele-caller supported outbound calling and micromarketing activitiesRegularly engage with any of the following support teams: service team, product team, credit administration team, credit policy team, acquisition teams and senior managers/team leadersComplete client handling beginning with sourcing and serve as the first point of contact for any client concerns or questionsAnalyze client interests, problems, and potential need for new products and servicesConduct client, vendor, and channel meetings 50% of the time and perform revenue optimization activitiesReceive training and assistance for team members including sales executives and tele-callersOrganize marketing activities to get new sources of lead generation and new businessConduct first level risk analysis to understand fitment with Citi's policiesAppropriately 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 experienceExperience in the financial sector and sales preferredWorking knowledge of related financial regulations and mortgage transaction structureGeneral understanding of regulatory compliance, guidelines and regulationsConsistently demonstrates clear and concise written and verbal communicationEffective 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 SE REQUIERE: ------------------------------------------------------
Job Family Group:
Consumer Sales ------------------------------------------------------
Job Family:
Field Sales 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 metAcquire new client through tele-caller supported outbound calling and micromarketing activitiesRegularly engage with any of the following support teams: service team, product team, credit administration team, credit policy team, acquisition teams and senior managers/team leadersComplete client handling beginning with sourcing and serve as the first point of contact for any client concerns or questionsAnalyze client interests, problems, and potential need for new products and servicesConduct client, vendor, and channel meetings 50% of the time and perform revenue optimization activitiesReceive training and assistance for team members including sales executives and tele-callersOrganize marketing activities to get new sources of lead generation and new businessConduct first level risk analysis to understand fitment with Citi's policiesAppropriately 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 experienceExperience in the financial sector and sales preferredWorking knowledge of related financial regulations and mortgage transaction structureGeneral understanding of regulatory compliance, guidelines and regulationsConsistently demonstrates clear and concise written and verbal communicationEffective 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 *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)
SE REQUIERE: Licenciaturas económico administrativo, o experiencia equivalenteManejo de PCCandidatos internos o externosDeseable experiencia en puesto similarDeseable conocimiento en producto hipotecarioDeseable 1 a 2 años de experiencia en puesto similar ------------------------------------------------------
Job Family Group:
Consumer Sales ------------------------------------------------------
Job Family:
Field Sales ------------------------------------------------------
Time Type:
Full time ------------------------------------------------------
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