Accounts & Field-Visit Specialist | Client Growth

Planbank (Rural Bank of Canlubang Planters, Inc.); Laguna; On-site; PHP 279,000 - 390,600; Full time

Job summary

A financial services institution is seeking a professional to manage accounts and handle client inquiries in Laguna, Philippines. The ideal candidate has a Bachelor's degree in Accounting or Finance and 1-3 years of experience in accounts management. Key skills include strong negotiation and customer service abilities, along with a willingness to conduct fieldwork. This position primarily requires office work with occasional travel.

Qualifications

• 1-3 years of relevant experience in accounts management or a related role.
• Detail-oriented, adaptable, strong communicator, and proactive problem-solver.
• Willing to conduct fieldwork and meet sales quotas.

Responsibilities

• Manage accounts and handle client inquiries.
• Conduct financial analysis.
• Perform field visits as needed.

Skills

Strong negotiation skills

Excellent customer service abilities

Education

Bachelor’s degree in Accounting, Finance, or a related field

Job description

A financial services institution is seeking a professional to manage accounts and handle client inquiries in Laguna, Philippines. The ideal candidate has a Bachelor's degree in Accounting or Finance and 1-3 years of experience in accounts management. Key skills include strong negotiation and customer service abilities, along with a willingness to conduct fieldwork. This position primarily requires office work with occasional travel.