Salary Loan Consultant - Field Sales & Accounts

BDO Unibank; Tagum; On-site; PHP 360,000 - 720,000; Full time

Job summary

BDO Unibank, Inc. is seeking an Account Officer to promote and sell salary loan products to employees of DepEd and other accredited institutions in the Philippines. You will identify potential loan applicants, guide them through the application process, and ensure products meet client needs.

The role requires maintaining strong client relationships and collaborating with internal departments to ensure smooth loan processing, with field duties across schools and related institutions.

Qualifications

• Bachelor’s degree relevant to the job.
• Sales experience in selling consumer loans and other bank products.
• At least two years of experience in customer service within financial or lending institutions.
• Familiarity with Salary Loan products.
• Willingness to do fieldwork.

Responsibilities

• Actively promote and market salary loan products, highlighting benefits.
• Generate quality Salary Loan accounts and meet sales quota for releases and portfolio.
• Identify and generate new leads, focusing on eligible clients and institutions.
• Establish relationships 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.

Skills

Sales experience

Fieldwork

Customer service

Bank products

Education

Bachelor's degree

Job description

BDO Unibank, Inc. is seeking an Account Officer to promote and sell salary loan products to employees of DepEd and other accredited institutions in the Philippines. You will identify potential loan applicants, guide them through the application process, and ensure products meet client needs.

The role requires maintaining strong client relationships and collaborating with internal departments to ensure smooth loan processing, with field duties across schools and related institutions.