Marketing Professional

2 weeks ago


Lipa City, Calabarzon, Philippines TRBank Full time
Job Description

The TRBank is seeking a highly skilled and motivated Marketing Officer to join our Branch Lending Department. The successful candidate will be responsible for generating new business opportunities and creating value proposition to existing clients, contributing to the bank's exponential growth.

Key Responsibilities:
  • Solicit and acquire new to bank clients, providing product solutions using the Loans Marketing Group's sales process to meet set targets.
  • Accredit and reactivate agents to increase sales production, utilizing social media marketing campaigns approved by the Business Development Office and other provided marketing collateral.
  • OBSERVE DISCLOSURE AND TRANSPARENCY, PROTECT CLIENT INFORMATION, PROVIDE FAIR TREATMENT, AND PRACTICE CORRECT PROCEDURES IN PROVIDING PRODUCT AWARENESS.
  • ENSURE COMPLETENESS OF APPLICATION FORMS AND DOCUMENTARY REQUIREMENTS.
  • PERFORM COMPLIANCE/GOVERNANCE AND RISK MANAGEMENT REQUIREMENTS BASED ON POLICIES AND FRAMEWORKS SET BY THE BANK.
  • CONDUCT KYC, AML, AND DUE DILIGENCE.
Management
  • OVERSEE AND ASSIST OWN LOAN AGENTS IN LEADS/SALES ACQUISITION EFFORTS.
  • ASSIST AND REACTIVATE EXISTING CLIENTS GUIDED BY THE LOAN MANAGER.
Custodianship
  • CLIENT APPLICATION FORMS AND REQUIREMENTS.
  • COPES OF CAMS AND RELATED DOCUMENTS.
Monitoring and Reporting:
  • REPORT SALES PERFORMANCE PER AGENT AND PER CHANNEL USED.
  • SUBMIT SALES REPORT WITH ACTUAL TARGET RELEASES, PENDING APPROVALS, AND PENDING APPLICATIONS.
  • REPORT VIOLATIONS AGAINST THE SERVICE AGREEMENT, POLICIES, AND PROCEDURES.

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