Account Officer

Cebuana Lhuillier Bank Jupiter Branch; Negros Oriental; On-site; PHP 279,000 - 390,600; Full time

Job summary

A local financial services provider seeks a motivated sales representative to promote and sell teacher's loan products. The role involves managing client accounts, providing guidance on loan offers, and building customer relationships. Candidates should have a bachelor's degree and at least 3 years of sales experience in the loans sector. Proficiency in Microsoft Office and CRM systems is required. Join a dynamic team and contribute to our growing success in Negros Oriental.

Qualifications

• Graduate of any 4-year course (Business course preferred).
• At least 3 years of work experience in sales, preferably in the financial services or loans sector.
• Knowledgeable in teacher’s loan products or able to quickly learn.

Responsibilities

• Promote and sell teacher’s loan products to potential customers.
• Maintain and manage client accounts with accurate records.
• Build and maintain relationships with clients.

Skills

Sales skills

Communication

Interpersonal skills

Organizational skills

Education

Bachelor's degree

Tools

Microsoft Office

CRM systems

Job description

Responsibilities

• Promote and sell teacher’s loan products to potential customers.
• Maintain and manage client accounts, ensuring timely follow-ups and accurate records.
• Provide expert guidance on loan product offerings, particularly tailored for teachers.
• Build and maintain relationships with clients to ensure repeat business and customer loyalty.
• Assess client needs and recommend appropriate loan products and services.
• Collaborate with internal teams to ensure seamless loan application and approval processes.
• Meet and exceed sales targets and KPIs.
• Stay updated with market trends, loan product offerings, and regulatory changes.
• Prepare and present reports on account activity, loan performance, and sales results.

Qualifications

• Graduate of any 4-year course (Business course preferred).
• At least 3 years of work experience in sales, preferably in the financial services or loans sector.
• Knowledgeable in teacher’s loan products or the ability to quickly learn the product offering.
• Strong communication and interpersonal skills.
• Proven ability to meet and exceed sales targets.
• Highly organized and detail-oriented.
• Ability to work independently and as part of a team.
• Proficient in Microsoft Office and CRM systems.