Account Officer

BDO Unibank; Tagum; Hybrid; PHP 279,000 - 446,000; Full time

Job summary

BDO Unibank, Inc. invites applications for an Account Officer in the Philippines to promote salary loan products to DepEd employees and other accredited institutions.

You will identify potential applicants, guide them through the application process, and ensure loan offerings meet client needs. The role requires at least two years of customer service experience in financial or lending institutions, familiarity with salary loan products, and willingness to do fieldwork.

Qualifications

• Bachelor's degree required and relevant to the job.
• 2+ years of customer service experience in financial or lending institutions.
• Familiarity with salary loan products and strong sales orientation.
• Willingness to do fieldwork and travel as needed.

Responsibilities

• Actively promote and market salary loan products to target clients.
• Generate quality Salary Loan accounts and meet sales quotas.
• Identify new leads and tap potential institutions for production.
• Establish relationships with School Principals, Teachers and Employees.
• Collaborate with collections and internal teams to ensure smooth processing.
• Prepare and submit regular sales calls and reports.
• Cross-sell other bank products.

Skills

Sales experience

Relationship building

Customer service

Fieldwork

Education

Bachelor's degree

Job description

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The Account Officer is responsible for promoting and selling salary loan products to the employees of DepEd and other accredited institutions. This role involves identifying potential loan applicants, guiding them through the application process and ensuring that loan products meet the financial needs of the clients.

The Account Officer must maintain strong relationship with the clients and collaborate with internal departments to ensure smooth processing of loans.

Duties and Responsibilities:

Actively promote and market salary loan products, highlighting the benefits of the loan offerings.

Generate quality Salary Loan accounts and ensuring that sales quota is met for releases and loan portfolio.

Identify and generate new leads, focusing on eligible clients, and identify potential institutions and clients that can be tapped for production related activities.

Responsible for establishing relationship with School Principals, Teachers and Employees.

Work with collections team to manage delinquent accounts

Prepare and submit regular sales calls and reports.

Cross-sell other bank products.

Bachelor’s degree relevant to the job

With sales experience in selling consumer loan and other bank products

With at least two (2) years of experience in any field such as customer service of any financial or lending institutions.

Familiarity in Salary Loan products

Applicant must be willing to do fieldwork

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: 30081

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