Field Banking Sales & Relationships Specialist

Public Safety Savings and Loan Association, Inc. (PSSLAI); Philippines; On-site; PHP 180,000 - 360,000; Full time

Job summary

Public Safety Savings and Loan Association, Inc. (PSSLAI) is seeking an Account Representative to drive sales, customer service, and end-to-end management of loans, memberships and deposits within a defined territory.

You will plan marketing itineraries, campaigns, and promotional strategies aligned with branch leadership to expand the customer base. The role requires field work, strong sales and market analysis skills, and the ability to build relationships with PNP/BFP units.

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 skills.
• 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.

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.

Skills

Sales

Marketing

Customer service

Communication skills

Leadership

Education

Bachelor's degree or 4-year course

Job description

Public Safety Savings and Loan Association, Inc. (PSSLAI) is seeking an Account Representative to drive sales, customer service, and end-to-end management of loans, memberships and deposits within a defined territory.

You will plan marketing itineraries, campaigns, and promotional strategies aligned with branch leadership to expand the customer base. The role requires field work, strong sales and market analysis skills, and the ability to build relationships with PNP/BFP units.