Sales Associate (Makati Branch)

Cepat Kredit Financing Inc.; Makati; On-site; PHP 312,000 - 402,000; Full time

Benefits offered by this job

Hotel, food, and travel expenses covered for training

Job summary

A financial services company in Metro Manila is looking for a candidate to assist loan consultants in their daily tasks and boost sales engagement. The ideal candidate has 1-2 years of experience in banking and finance, and strong communication and organizational skills. Training will be provided. This role is an excellent opportunity to grow within the financial services industry.

Qualifications

• 1-2 years of experience in banking and finance.
• Confident communication skills, both written and verbal.
• Organization and adaptability in a fast-paced environment.
• Can communicate confidently—both written and verbal—and is able to liaise with all departments and stakeholders.

Responsibilities

• Handling day-to-day loan consultant concerns.
• Assisting with pre-screening documents.
• Boosting sales engagement of loan consultants.
• Assisting in recruitment and onboarding of new consultants.
• Escalating concerns to the supervisor.
• Assist/execute programs implemented by the LC Relations Department.
• Perform such other tasks as may be assigned from time to time.

Skills

Communication skills

Organizational skills

Sales engagement

Process orientation

Education

4-year business-related course

Job description

Duties and Responsibilities

1. Handling, updating, and assisting day‑to‑day loan consultant concerns/queries.
2. Assisting BM's on pre‑screening documents/requirements submitted by the loans consultant.
3. Boost sales engagement of assigned loan consultants per branch on delivering new/renewal accounts.
4. Assist in the recruitment and onboarding of new loan consultants.
5. Escalate concerns, complaints, and other issues being encountered to the immediate supervisor for quick kills and implement approved solutions on a case‑by‑case basis.
6. Assist/execute programs implemented by the LC Relations Department.
7. Perform such other tasks as may be assigned from time to time.

Key Requirements

1. Willing to train in Ortigas, Pasig, for two (2) weeks (hotel, food, and travel expenses will be covered by the company).
2. 1‑2 years of experience or a graduate of any 4‑year business‑related course, with relevant experience in banking and finance.
3. Process‑oriented and technology‑inclined, organized, and can work in a fast‑paced environment.
4. Can communicate confidently—both written and verbal—and is able to liaise with all departments and stakeholders.