
Sr. Account Officer
2 days ago
JOB QUALIFICATIONS:
- Candidate must possess a Bachelor's Degree in Business Studies/Administration/Management, Commerce, Economics, Finance/Accountancy/Banking or related field.
- At least 2 years of work experience in Corporate or Commercial loans for SMEs or middle-market segment. Strong credit experience is an advantage.
- Has knowledge of Banking/Lending products and industry, Marketing, Data Analysis, Financial Monitoring and Reporting, Research, Risk Management.
- Excellent customer experience and problem-solving skills.
- Action orientated. Should be able to follow up on feedback to ensure positive outcomes.
- Knowledge and skill of modern office practices, procedures, equipment and standard clerical techniques.
- Efficient facilitation skills. Should be able to facilitate group discussions.
- Ability to meet department metrics, sales targets, and production goals.
JOB RESPONSIBILITIES:
- Identifies, develops and maintains mutually beneficial relationships with First Standard clients.
- Looks for new accounts/relationships that can be established for First Standard.
- Identifies area coverage, its competitors, marketing strategies and loan packages being offered.
- Conduct client calls to know client's financial needs, obtain data on company's operation, its financials and managements.
- Manages existing loan portfolio. Evaluates borrowings and analyzes financials of clients. Monitors financial condition/viability of the accounts handled.
- Implements Agent Accreditation Program, including agent retention and revitalization of inactive agents.
- Processes accreditation of new vehicle dealers, retention of dealers and reestablish partnership with inactive or dormant dealers.
- Conducts Below the Line Marketing activities like: Leafleting or Online through the use of social media platforms, thematic activities within the branch and period focused deals (Valentine's, Summer, Christmas promo, etc.)
- Suggests Above the Line Marketing Strategies as a result of Market Survey and Competitor movement.
- Prepares weekly activity reports, weekly travel monitoring report and marketing planning report presented during monthly marketing
Job Type: Full-time
Supplemental pay types:
- 13th month salary
Schedule:
- 8 hour shift
- Day shift
Ability to commute/relocate:
- Davao City: Reliably commute or planning to relocate before starting work (Required)
Job Type: Full-time
Benefits:
- Additional leave
- Company Christmas gift
- Health insurance
- Promotion to permanent employee
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