SALES SUPPORT OFFICER CEBU CITY

Bank of the Philippine Islands (BPI); Cebu City; On-site; PHP 335,000 - 502,000; Full time

Job summary

The Bank of the Philippine Islands (BPI) is seeking a Sales Support Officer in Cebu City to ensure complete and compliant loan documents and CLAs, coordinating with Business Sales Officers and customers to drive timely processing and bookings.

The role emphasizes accurate documentation, proactive issue resolution, and collaboration across Fulfillment and support units to deliver excellent service and achieve sales targets in a busy banking environment.

Qualifications

• Bachelor's degree in Business Administration, Marketing, Management, Finance, Banking or related field.
• Experience in banking operations, loan documentation, credit processing or sales support.
• Knowledge of banking products and services.
• Strong understanding of banking operations and credit processes.
• Good communication, business writing and interpersonal skills.
• Strong analytical, organizational and problem-solving abilities.
• Extensive credit knowledge and documentation management experience.
• Proven leadership and people management skills.
• Highly driven, results-oriented and self-motivated.
• Able to work with minimal supervision and manage multiple priorities.
• Experience in selling and servicing banking products is an advantage.

Responsibilities

• Ensure completeness, accuracy, and compliance of loan documents and requirements.
• Manage deficiencies, approvals, and compliance of loan documentation.
• Coordinate directly with customers for completion of loan requirements.
• Monitor and facilitate the timely movement of CLAs through the application and credit approval process.
• Coordinate with Fulfillment and other support units for documentation and implementation of approved facilities.
• Consolidate and prepare sales and portfolio reports.
• Forecast monthly bookings and develop strategies to achieve sales and booking targets.
• Prioritize accounts and opportunities to support business objectives.
• Supervise and monitor the activities and performance of Marketing Assistants.
• Collaborate with Business Sales Officers and stakeholders to ensure efficient service delivery and customer satisfaction.

Skills

Communication

Business writing

Interpersonal skills

Analytical skills

Organizational skills

Problem-solving

Leadership

Education

Bachelor's degree in business administration

Job description

The Sales Support Officer is responsible for ensuringthe completeness, compliance, approval, and timely processing of loan documentsand credit line applications (CLAs). The role works closely with Business SalesOfficers, customers, and internal stakeholders to facilitate efficient loanprocessing, achieve booking targets, prepare sales reports, oversee accountprioritization, and supervise Marketing Assistants.

Key Responsibilities:

• Ensurecompleteness, accuracy, and compliance of loan documents and requirements.
• Managedeficiencies, approvals, and compliance of loan documentation.
• Coordinatedirectly with customers for completion of loan requirements.
• Monitorand facilitate the timely movement of CLAs throughout the application andcredit approval process.
• Coordinatewith Fulfillment and other support units for documentation andimplementation of approved facilities.
• Consolidateand prepare sales and portfolio reports.
• Forecastmonthly bookings and develop strategies to achieve sales and bookingtargets.
• Prioritizeaccounts and opportunities to support business objectives.
• Superviseand monitor the activities and performance of Marketing Assistants.
• Collaboratewith Business Sales Officers and stakeholders to ensure efficient servicedelivery and customer satisfaction.

Qualifications

• Bachelor'sDegree in Business Administration, Marketing, Management, Finance,Banking, or a related field.
• Experiencein banking operations, loan documentation, credit processing, and/or salessupport.
• Knowledgeof various banking products and services.
• Strongunderstanding of banking operations and credit processes.
• Goodcommunication, business writing, and interpersonal skills.
• Stronganalytical, organizational, and problem-solving abilities.
• Extensivecredit knowledge and documentation management experience.
• Provenleadership and people management skills.
• Highlydriven, results-oriented, and self-motivated.
• Ableto work with minimal supervision and manage multiple prioritieseffectively.
• Experiencein selling and servicing banking products and services is an advantage.