Account Representative - Bacolod Office

Public Safety Savings and Loan Association, Inc. (PSSLAI); Western Visayas; On-site; PHP 279,000 - 424,000; Full time

Job summary

The Public Safety Savings and Loan Association, Inc. (PSSLAI) is seeking an Account Representative to drive sales and deliver exceptional customer service in lending, deposits and memberships.

You will manage leads, conduct marketing activities, and close deals within your assigned territory while aligning with branch objectives. You will engage with police and public safety personnel, conduct product discussions, provide accurate information, and maintain detailed sales records to support

Qualifications

• Bachelor's degree or any 4-year course.
• 1–3 years in Marketing, Banking or Financial Services.
• Self-starter, hardworking, and able to work with minimal supervision.
• Excellent sales and market analytical skills.
• Good oral and written communication skills.
• Diligent, honest, meticulous and organized.
• Willing to travel heavily within the assigned area.

Responsibilities

• Performs sales activities from leads through closing loans, memberships, and deposits in the assigned territory.
• Organizes marketing itineraries, campaigns and promotional strategies from concept to completion.
• Implements marketing plans to meet business goals and expand customer base.
• Conducts discussions with PNP/BFP personnel to present PSSLAI products and services.
• Answers queries about deposits, memberships, loans, and billing concerns.
• Performs market research to evaluate demand and competitors.
• Maintains relationships with PNP/BFP units to achieve targets.
• Ensures customers receive outstanding service with a friendly environment.
• Maintains knowledge of PSSLAI products and customer service.
• Keeps records of sales calls, presentations, deals and follow-ups.
• Provides information to Branch Manager to enable marketing strategy.
• Ensures printed materials are distributed in the area.

Skills

Sales

Customer service

Marketing

Market analysis

Communication skills

Leadership

Field work

Travel readiness

Education

Bachelor's Degree or any 4-year course

1–3 years experience in Marketing/Banking/Financial Services

Job description

JOB SUMMARY:

The Account Representative performs activities that involve selling, customer service as well as the overall management of sales (from lead generation, promotional marketing to closing of deals) involving PSSLAI’s products and services that needs comprehension of a distinctive and/or specialized nature. The activities involved in sales other than selling are researching and employing knowledge of highly acceptable products and services that are suitable for the needs of PSSLAI’s clientele.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Performs sales activities, from leads generation through closing deals on loans, membership and deposits in his/her assigned territory.

• Organizes and manages specific marketing itineraries, campaigns and promotional strategies from conception to completion in line with the direction Head of the Branch for its departmental plan for membership and loan caravans.

• Implements agreed upon marketing plan as laid down by his/her Head which will meet the business goals of expanding PSSLAI’s customer base in his/her area of assignment.

• Conducts discussions, talks and dialogues with PNP/BFP personnel audience in order to present PSSLAI’s products and services.

• Answers queries from customers regarding their deposits, memberships, loans and billing concerns.

• Performs market scanning or research in order to evaluate the demand for PSSLAI’s services as well as the presence of its competitors in the area where he/she is assigned at.

• Maintains and develops positive relationships with all PNP/BFP units and offices to help achieve company targets on deposits, loans and membership generation.

• Ensures that each police customer and its relatives receive outstanding service by providing a friendly environment, which includes greeting and acknowledging every customer in all transactions.

• Maintains solid knowledge of PSSLAI’s products and services as well as other aspects of customer service related to the services offered.

• Maintains accurate records of sales and prospecting activities including sales calls, presentations, closed sales, and follow-up activities within his/her assigned territory (compiles and tracks the sales data for evaluation).

• Supplies sufficient information to the Branch Manager to enable effective marketing strategy for specific areas of activity.

• Ensures that all printed promotional material is distributed effectively within his/her area of responsibility.

QUALIFICATIONS:

• Graduate of a Bachelor's Degree or any 4-year course

• With at least 1-3 years work experience specializing in Marketing, Banking, Financial Services or equivalent

• Self starter and Hardworking

• Can work with minimal supervision

• Must have an excellent sales and market analytical skill

• With Good oral & written communication skills

• Diligent, honest, meticulous and organized

• Must have a strong personality and proven leadership skills

• Willing to do field work and travel heavily within the assigned area of responsibility