Sales Associate, Banking & Finance — Growth & Impact

Cepat Kredit Financing Inc; Makati; On-site; PHP 279,000 - 390,600; Full time

Benefits offered by this job

Company-covered training expenses

Job summary

A financial services company in Makati is seeking a Sales Associate to support loan consultants and boost sales engagement. The role involves handling queries, assisting with document pre‑screening, and helping recruit new consultants. Candidates should have 1-2 years of experience or a degree in a relevant field. Willingness to be trained in Ortigas for two days is required. This full-time position offers an opportunity to grow within the banking and financial services industry.

Qualifications

• 1–2 years of experience or a graduate of any 4‑year business‑related course with relevant experience in banking and finance.
• Process‑oriented and technology‑inclined, organized, and can work in a fast‑paced environment.
• Can communicate confidentially both written and verbally and is able to liaise with all departments and stakeholders.

Responsibilities

• Handling, updating, and assisting with day‑to‑day loan consultant concerns/queries.
• Assisting marketing assistants/BMs on pre‑screening documents/requirements submitted by loan consultants.
• Boost sales engagement of assigned loan consultants per branch on delivering new/renewal accounts.
• Assist in the recruitment and onboarding of new loan consultants.
• Escalate concerns, complaints, and other issues being encountered to the immediate supervisor for quick resolution.
• Assist/execute programs implemented by the Trade Marketing Department.
• Willing to be trained in Ortigas, Pasig City, for two (2) days.

Job description

A financial services company in Makati is seeking a Sales Associate to support loan consultants and boost sales engagement. The role involves handling queries, assisting with document pre‑screening, and helping recruit new consultants. Candidates should have 1-2 years of experience or a degree in a relevant field. Willingness to be trained in Ortigas for two days is required. This full-time position offers an opportunity to grow within the banking and financial services industry.