SALES ASSOCIATE

Bank of the Philippine Islands (BPI); Baguio; On-site; PHP 201,000 - 312,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking a Sales Associate in Baguio to assist the Account Officer in achieving sales goals for housing loan products. Responsibilities include handling inquiries, promoting products at events, and coordinating loan processing with internal units.

The role requires a 4-year business-related degree, basic banking knowledge, and strong MS Office skills. Fresh graduates are welcome, and the successful candidate must be willing to be assigned in Baguio.

Qualifications

• Graduate of a 4-year business-related course.
• Basic knowledge of banking and loans a plus.
• Basic computer applications (word processing / spreadsheets).
• Proficiency in MS Office.

Responsibilities

• Assist the Account Officer in achieving sales targets for housing loan products.
• Promote housing loan products at sales channel events.
• Attend housing loan inquiries from assigned sales channel and clients.
• Initiate contact and follow-up with potential clients.
• Receive and pre-screen housing loan applications, check documentary requirements.

Skills

Good communication

Documentation skills

Logical reasoning

Fresh graduates welcome

Willing to be assigned in Baguio

Basic computer applications

Education

Bachelor's degree in business-related field

Tools

MS Office

Job description

The Sales Associate position is responsible to assist the Account Officer in the performance of his duties and responsibilities to achieve goals as directed by the management.

Main Accountabilities

• Sales and Marketing - Supports the Account Officer in achieving sales volume through account solicitation and marketing of housing loan products and promos
• Attends sales channel events and promotes housing loan products
• Attends to housing loan inquiries of assigned sales channel and clients.
• Initiates contact and follow-up with potential clients
• Receives and pre-screens housing loan applications referred by various sales channel, checks completeness of documentary requirements and identifies appropriate Housing Loan facility / package.
• Encodes application in the front-end system for credit processing and monitoring.
• Forwards housing loan applications to credit for evaluation.
• Coordinates processing of housing loan application with involved internal units such as Credit, Field Support, Loan Service & Recovery, Retail Custodian Unit, etc.
• Regularly updates partner channel and loan applicants on the status of their housing loan application.
• Ensures that loan documentation is in accordance with the standard documents and procedures set by the Bank
• Ensures that all housing loan applications are processed in a timely manner.
• Ensures proper referrer tagging of housing loan applications and timely pay-out of referrer's incentives
• Monitors and regularizes documentary deficiencies

Qualifications

• Graduate of a 4-year course (business-related)
• Basic knowledge of banking and the loans is a plus
• Basic computer applications (word processing / spreadsheets / etc.),
• Proficiency in computer application (MS Office)
• Good communication skills (Oral/Written)
• Documentation skills
• Logical Reasoning
• Fresh graduates are welcome to apply
• Must be willing to be assigned in Baguio