Account Officer

Bershaw Consultancy PH; Taguig; On-site; PHP 334,800 - 558,000; Full time

Job summary

A financial services company in Metro Manila is seeking an experienced Account Officer to manage client accounts and generate new business. The role involves strong customer relationship management and requires at least 3 years of relevant experience. Candidates must possess a bachelor's degree in a related field and demonstrate excellent communication skills in English. This position is on-site with occasional fieldwork assignments.

Qualifications

• Minimum 3 years of experience in account management, preferably in banking, leasing, or finance.

Responsibilities

• Solicit new customers and generate new business from existing clients.
• Manage and expand the existing customer portfolio to achieve business goals.
• Monitor account performance and ensure adherence to credit standards.

Skills

Customer orientation

Presentation skills

Analytical skills

Education

Bachelor's degree in Economics, Business Administration, Finance or related course

Job description

About the Role

The Account Officer is responsible for soliciting new clients, maintaining strong relationships with existing customers, and ensuring that all accounts are managed efficiently to meet marketing, credit, and profitability objectives.

Key Responsibilities

• Solicit new customers of acceptable credit quality and generate new business from existing clients.
• Manage and expand an existing customer portfolio to achieve business goals and maintain client satisfaction.
• Monitor account performance and ensure adherence to company credit standards and policies.
• Collaborate with internal teams to deliver quality service and tailored financial solutions to clients.
• Conduct regular client visits and participate in fieldwork activities as required.

Qualifications

• Graduate of Economics, Business Administration, Finance, or any related course.
• Minimum of three (3) years of experience in account management, preferably from the banking, leasing, or finance industries.
• Strong customer orientation with excellent presentation and analytical skills.
• Excellent verbal and written communication skills in English.
• Willing to work on-site with occasional fieldwork assignments.