Account Officer

BDO Unibank; Mandaluyong; On-site; PHP 360,000 - 480,000; Full time

Job summary

BDO Unibank, Inc. is seeking a sales-focused professional in Ortigas Center, Mandaluyong. You will drive market growth through account solicitation and loan packaging, with cross-selling of CLG products and rigorous KYC compliance.

You will pre-screen loan applicants, support marketing promos, and maintain a quality loan portfolio while addressing client needs. On-site work is required; Bachelor's degree and 3+ years in banking or real estate sales preferred.

Qualifications

• Bachelor's Degree holder, preferably business course.
• At least 3 years' sales experience in banking or real estate.
• Good interpersonal and communication skills.
• Sufficient product knowledge and knowledge in legal documentation.
• Experience in credit evaluation would be an advantage.
• Willing to be assigned and work on-site in Ortigas.

Responsibilities

• Account solicitation, manage and build the assigned channel and ensure that sizable share of the market is attained.
• Loan packaging, cross selling of other CLG products to different sources or channel, pre-screening of accounts and ensuring proper KYC of accounts handled.
• Implementation of marketing promos and programs that translate to the success in loan generation.
• Ensure quality loan portfolio through proper pre-screening of loan applicants.
• Address clients’ requests and concerns to meet client’s needs and ensure customer satisfaction.
• Performs other tasks that may be assigned from time to time.

Skills

Sales experience

Interpersonal communication

Product knowledge

Legal documentation knowledge

Credit evaluation

Education

Bachelor's Degree

Job description

• Responsible for account solicitation, manage and build the assigned channel and ensure that sizable share of the market is attained.
• Responsible for loan packaging, cross selling of other CLG 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 applicants.
• Responsible in addressing clients’ requests and concerns to meet client’s needs and ensure customer satisfaction.
• Performs other tasks that may be assigned from time to time.

Duties & Responsibilities

• Responsible for account solicitation, manage and build the assigned channel and ensure that sizable share of the market is attained.
• Responsible for loan packaging, cross selling of other CLG 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 applicants.
• Responsible in addressing clients’ requests and concerns to meet client’s needs and ensure customer satisfaction.
• Performs other tasks that may be assigned from time to time.

Qualifications

• Bachelor's Degree holder, preferably business course
• 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
• Must be willing to be assigned and work on-site in Ortigas

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: 27313