Account Officer

BDO Unibank, Inc.; Pasig; Presencial; PHP 300.000 - 540.000; Jornada completa

Descripción de la vacante

BDO Unibank, Inc. invites applications for a role focused on account management and guiding customers to suitable home loan options.

The position involves handling inquiries, recommending financing solutions, and ensuring high customer satisfaction, all on-site at the Ortigas location. The ideal candidate has a Bachelor's degree, at least 3 years in banking/real estate sales, strong communication, and knowledge of legal documentation and credit evaluation.

Formación

• Bachelor's Degree holder, preferably business.
• 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.

Responsabilidades

• Solicit accounts, manage and build assigned channel to capture market share.
• Package loans, cross-sell other CLG products, pre-screen accounts and ensure proper KYC.
• Implement marketing promos and programs that translate to loan generation success.
• Ensure quality loan portfolio through proper pre-screening.
• Address clients' requests and concerns to meet needs and ensure satisfaction.
• Perform other tasks as assigned.

Conocimientos

Interpersonal skills

Communication skills

Sales experience

Educación

Bachelor's degree

Descripción del empleo

With BDO Home Loan, we turn our customers’ plans for a home or property into reality, with financing options, appraisal deals and fast application.

Job Summary

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.

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.