Account Officer

• Actively promote and market salary loan products, highlighting the benefits of the loan offerings.
• Generate quality Salary Loan accounts and ensuring that sales quota is met for releases and loan portfolio.
• Identify and generate new leads, focusing on eligible clients, and identify potential institutions and clients that can be tapped for production related activities.
• Responsible for establishing relationship with School Principals, Teachers and Employees.
• Conduct presentations and financial literacy sessions to raise awareness of salary loan products.
• Serves as the main point of contact for all inquiries on salary loans, providing expert guidance throughout the loan application process.
• Ensure excellent customer service by addressing any concerns or issues regarding loan applications, repayments and others.
• Track and follow-up pending loan applications, ensuring a smooth and timely approval process.
• Stay updated on the latest trends, industry standards and competitor offerings.
• Ensure that all loan transactions are in compliance with audit, policies, DepEd regulations and bank guidelines.
• Work with collections team to manage delinquent accounts
• Prepare and submit regular sales calls and reports.
• Cross-sell other bank products.

• Actively promote and market salary loan products, highlighting the benefits of the loan offerings.
• Generate quality Salary Loan accounts and ensuring that sales quota is met for releases and loan portfolio.
• Identify and generate new leads, focusing on eligible clients, and identify potential institutions and clients that can be tapped for production related activities.
• Responsible for establishing relationship with School Principals, Teachers and Employees.
• Conduct presentations and financial literacy sessions to raise awareness of salary loan products.
• Serves as the main point of contact for all inquiries on salary loans, providing expert guidance throughout the loan application process.
• Ensure excellent customer service by addressing any concerns or issues regarding loan applications, repayments and others.
• Track and follow-up pending loan applications, ensuring a smooth and timely approval process.
• Stay updated on the latest trends, industry standards and competitor offerings.
• Ensure that all loan transactions are in compliance with audit, policies, DepEd regulations and bank guidelines.
• Work with collections team to manage delinquent accounts
• Prepare and submit regular sales calls and reports.
• Cross-sell other bank products.

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration  of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.                                                                                                                       Requisition ID: 29724