account officer

BDO Unibank; Philippines; On-site; PHP 360,000 - 600,000; Full time

Job summary

BDO Unibank, Inc. invites applications for an Account Officer to manage client inquiries and guide customers toward the right home loan options, ensuring high levels of satisfaction.

The role focuses on loan packaging, cross-selling of consumer products, proper pre-screening and KYC, and the implementation of marketing promos that drive loan generation. On-site work is required in Makati or Ortigas.

Qualifications

• Bachelor's degree in business
• At least 3 years 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
• Willing to work on site in Makati/Ortigas

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.

Skills

Interpersonal communication

Sales experience in banking or realty

Product knowledge and legal docs

Credit evaluation experience

Education

Bachelor's degree in business

Job description

Job Description

About BDO

BDO Unibank, Inc. is the Philippines’ leading full-service bank, offering a wide range of financial and digital banking services. Guided by our brand promise “We Find Ways,” we are committed to delivering easy, reliable, and customer-focused services. Build your career with a trusted industry leader.

Job Summary

The Account Officer is responsible for overall account management in all clients 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

• Bachelors Degree holder in business

• At least 3 years 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

• Willing to work on site in Makati/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.