Telesales Officer

UnionBank; Quezon; On-site; PHP 223,200 - 312,480; Full time

Job summary

UnionBank is seeking a Telesales Officer to meet monthly sales targets for the bank’s financial products. Based at UB Square, Eastwood, Quezon City, the role focuses on presenting suitable financial solutions to clients via telecalling and maintaining strong customer relationships.

The ideal candidate has a bachelor’s degree in business or related field and 1–2 years in telesales or banking/financial services, with excellent communication skills and a target-driven mindset.

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.

Responsibilities

• Achieve monthly productivity targets by delivering tele sales to customers.
• Contact customers via calls and present the bank’s product offerings.
• Introduce competitive products and financial services to enhance customer engagement with the bank.
• Provide recommendations and sell products to meet customers’ financial needs while maintaining relationships.

Skills

Accountability

Adaptability

Analytical

Good Communication Skills

Critical Thinking

Teamwork

Willingness to learn

Education

Bachelor’s degree in Business/Marketing/Finance or related field

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