Account Officer

BDO Unibank; Baguio; On-site; PHP 300,000 - 420,000; Full time

Job summary

BDO Unibank is seeking an Account Officer to manage client inquiries and drive home loan solutions while ensuring customer satisfaction.

You will handle loan packaging, cross-sell consumer products, pre-screen accounts with proper KYC, and support marketing promos to generate loan business. Strong interpersonal and communication skills, plus knowledge of credit evaluation, are highly valued.

Qualifications

• BA in business or related field.
• At least 3 years' sales experience in banking or real estate.
• Good interpersonal and communication skills.
• Knowledge of legal documentation and credit evaluation is a plus.

Responsibilities

• Package loans and cross-sell consumer products.
• Pre-screen accounts and ensure proper KYC.
• Support marketing promos to drive loan generation.
• Maintain a quality loan portfolio through diligent screening.

Skills

Interpersonal skills

Communication skills

Sales experience

Education

Bachelor's Degree in Business

Job description

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Business Unit: Consumer Banking Group

Department:

Job Summary

The Account Officer is responsible for overall account management in all client's inquiries and needs in understanding, recommending options as they attain the right home loan with BDO and ensure customer satisfaction.

Key Responsibilities

Responsible for loan packaging, cross selling of other consumer products to different sources or channel, pre-screening of accounts and ensuring proper KYC of accounts handled.

Responsible for the implementation of marketing promos and programs that translate to the success in loan generation.

Ensures quality loan portfolio through proper pre-screening of loan applicant.

Qualifications

Bachelor's Degree holder in business

At least 3 year's sales experience in the banking or real estate industry

Good interpersonal and communication skills

Sufficient Product knowledge and knowledge in legal documentation

Experience in credit evaluation would be an advantage

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability. Requisition ID: 29508

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