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 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
Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it 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
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 performedOther job-related duties may be assigned as required.
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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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Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup incAnd its subsidiaries (`citi”) invite all qualified interested applicants to apply for career opportunitiesIf 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 the ` eeo is the law` posterView the eeo is the law supplement.
View the eeo policy statement.
View the pay transparency posting
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