Telesales Analyst

UnionBank of the Philippines; Quezon City; On-site; PHP 290,000 - 513,000; Full time

Job summary

UnionBank of the Philippines is seeking a Telesales Analyst to drive revenue from its portfolio of financial products. You will engage customers by phone, present suitable solutions, and guide them through product choices while maintaining excellent service.

The role emphasizes meeting monthly targets, cross-selling, and upholding banking compliance. A relevant bachelor's degree and 1–2 years in telesales or customer service are preferred for this position located in Quezon City.

Qualifications

• Bachelor's degree in Business, Marketing, Finance, or related field.
• 1–2 years of telesales or customer service experience (banking, financial services, or BPO preferred).
• Strong communication skills; confident in phone-based client engagement.
• Target-driven with ability to recommend and close suitable financial solutions.
• Team-oriented with a positive attitude; committed to achieving targets while ensuring compliance.

Responsibilities

• Meet monthly productivity targets by delighting customers through sales via tele calling.
• Contact customers via call and present the bank’s product offerings.
• Introduce competitive products and financial services to enhance customer's engagement with the bank
• Provide recommendations and sell products so as to meet customer's financial needs while providing excellent customer service to maintain customer relationship and improve customer satisfaction.
• Conduct inbound or outbound non-face-to-face sales activities regarding cards and loan products
• Improve productivity via cross-selling and referral of cards and loan products
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the bank’s reputation, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills

Strong communication

Phone sales

Target-driven

Team oriented

Education

Bachelor's degree

Job description

Employee

Job Description

Location: UB Square, Eastwood, Quezon City

About the Role

The Telesales Analyst is responsible for meeting sales targets of the bank’s financial products and services within your assigned product/campaign. The overall objective of the role is to utilize your knowledge on the different products that the bank is offering in order to present the best financial solution that will address clients’ needs while encourage strengthening of client relations.

What You’ll Do

• Achieve monthly productivity targets by delighting customers through sales via tele calling
• Contact customers via call and present the bank’s product offerings.
• Introduce competitive products and financial services to enhance customer's engagement with the bank
• Provide recommendations and sell products so as to meet customer's financial needs while providing excellent customer service to maintain customer relationship and improve customer satisfaction
• Conduct inbound or outbound non-face-to-face sales activities regarding cards and loan products
• Improve productivity via cross-selling and referral of cards and loan products
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the bank’s reputation, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

What We’re Looking For

• Bachelor’s degree in Business, Marketing, Finance, or related field
• 1–2 years of telesales, sales, or customer service experience (banking, financial services, or BPO preferred)
• Strong communication skills; confident in phone-based client engagement
• Target-driven with ability to recommend and close suitable financial solutions
• Team-oriented with a positive attitude; committed to achieving targets while ensuring compliance

Required Skills: Accountability, Adaptability, Analytical, Good Communication Skills, Critical thinking, Teamwork, Willingness to learn

JOB ID: JOB_511

Job Snapshot

Updated Date

19-Oct-2026

Job ID

JOB_511

Department

Location