SALES SUPPORT OFFICER

Bank of the Philippine Islands (BPI); Makati; Presencial; PHP 350.000 - 620.000; Jornada completa

Descripción de la vacante

Bank of the Philippine Islands (BPI) in Makati seeks a Sales Support Officer to ensure loan documentation is complete, accurate, and compliant. You will work with Business Sales Officers and various stakeholders to move CLAs smoothly through the application and credit process while preparing sales reports and forecasts.

The role emphasizes coordinating with customers, reviewing requirements, and supervising Marketing Assistants to meet monthly booking targets.

Formación

• Bachelor's degree as stated above.
• Minimum three years of banking operations experience.
• Extensive credit skills and bank product knowledge.
• Excellent communication and interpersonal abilities.

Responsabilidades

• Coordinate directly with customers to complete requirements.
• Review loan requirements for completeness.
• Ensure CLAs move through the application/credit process without delay.
• Coordinate with Fulfilment for documentation and approval implementation.
• Forecast monthly bookings and strategize prioritization of accounts.
• Supervise Marketing Assistants' activities to ensure CLAs are acted upon.
• Ensure loan documents are complete and properly executed by customers.

Conocimientos

Customer coordination

Communication skills

Interpersonal skills

Leadership

Educación

Bachelor's degree in Business Studies/ Marketing/ Management

Descripción del empleo

The Sales Support Officer is responsible for any deficiency, approval and compliance of loan documents. He / She supports and works hand-in-hand with Business Sales Officers and various internal and external stakeholders to ensure completeness of loans requirements, movement of CLAs in the application/credit process without delay, consolidate and prepare sales reports, forecast monthly booking and strategizes and orchestrates prioritization of accounts, supervises the activities and task of Marketing Assistants.

Responsibilities:

• Coordinates directly with customers for the completion of requirements
• Reviews loan requirements and ensure its completeness
• Ensures CLAs move in the application/credit process without delay
• Coordinates with Fulfilment for the documentation and implementation of approval
• Forecasts monthly booking and strategizes and orchestrates prioritization of accounts to ensure attainment of booking target
• Supervises the activities and task delivery of the Marketing Assistant to make sure all CLAs are properly acted upon
• Ensures that loan documents are complete and properly executed by the Customer

Qualifications:

• Bachelor's degree in any Business Studies/ Marketing/ Management
• Preferably with at least three years of experience in banking operations
• With extensive credit skills and bank product knowledge
• Has excellent communication, leadership and interpersonal skills