Telesales Officer

UnionBank; Philippines; On-site; PHP 223,000 - 357,000; Full time

Job summary

UnionBank in Quezon City is seeking a Telesales Officer to meet monthly sales targets for the bank's financial products. The role focuses on outbound and inbound calls, presenting tailored solutions to customers and strengthening client relationships.

Responsibilities include contacting customers, cross-selling cards and loan products, and ensuring compliance with banking policies. The ideal candidate has a Bachelor's degree and 1–2 years' telesales or customer service experience, with strong

Qualifications

• 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.

Responsibilities

• Achieve monthly productivity targets by selling via telecalling.
• Contact customers via call and present the bank’s product offerings.
• Introduce competitive products and services to engage customers.
• Provide recommendations and sell products to meet financial needs while delivering excellent service.
• Conduct inbound or outbound non-face-to-face sales activities regarding cards and loan products.
• Improve productivity via cross-selling and referrals of cards and loan products.
• Assess risk and ensure compliance with laws, rules, and bank policies; escalate issues as needed.

Skills

Communication skills

Accountability

Adaptability

Analytical

Critical thinking

Teamwork

Willingness to learn

Education

Bachelor's degree in Business/ Marketing/ Finance

Job description

Job Description:

Job Title: Telesales Officer

Location: UB Square, Eastwood, Quezon City

Employment Type: Probationary

About The Role

The Telesales Officer 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_858