Account Officer

4 weeks ago

Negros Oriental Philippines Cebuana Lhuillier Bank Jupiter Branch Full time

Responsibilities

  • Promote and sell teacher’s loan products to potential customers.
  • Maintain and manage client accounts, ensuring timely follow-ups and accurate records.
  • Provide expert guidance on loan product offerings, particularly tailored for teachers.
  • Build and maintain relationships with clients to ensure repeat business and customer loyalty.
  • Assess client needs and recommend appropriate loan products and services.
  • Collaborate with internal teams to ensure seamless loan application and approval processes.
  • Meet and exceed sales targets and KPIs.
  • Stay updated with market trends, loan product offerings, and regulatory changes.
  • Prepare and present reports on account activity, loan performance, and sales results.
Qualifications
  • Graduate of any 4-year course (Business course preferred).
  • At least 3 years of work experience in sales, preferably in the financial services or loans sector.
  • Knowledgeable in teacher’s loan products or the ability to quickly learn the product offering.
  • Strong communication and interpersonal skills.
  • Proven ability to meet and exceed sales targets.
  • Highly organized and detail-oriented.
  • Ability to work independently and as part of a team.
  • Proficient in Microsoft Office and CRM systems.
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