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experienced micro finance Officer for loansTRBank Inc.

Salary: Agreement
Work form: Full time
Posting Date: 30/09/2024
Deadline: 30/10/2024
JOB DESCRIPTION
Job description
Job description
The Marketing Officer under the Branch Lending Department of the Loans Marketing Group primarily supports the Bank by generating new business opportunities and creating value proposition to existing clients which will help in achieving exponential growth.
SPECIFIC DUTIES AND RESPONSIBILITIES:
Operations:
1. Solicit and acquire new to bank clients and provide product solution using the Loans Marketing Groups sales process to be able to meet targets set by the Bank
Accredit and re-activate agents to get more pool of leads and increase sales production
Use of social media for marketing campaigns approved by the Business Development Office
Use of other marketing collateral provided by the Business Development Office
2. Observes disclosure and transparency, protection of client information, fair treatment and conducts correct practices in providing product awareness
3. Ensures completeness of the application forms and documentary requirements
4. Performs compliance/ governance and risk management requirements based on the policies and frameworks set by the bank
5. Conducts KYC, AML, and Due Diligence
Management
Oversee and assist own Loan Agents in the leads/sales acquisition efforts
Assist and reactivates existing clients guided by the Loan Manager
Custodianship
Client Application Forms and Requirements
Copies 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
 
JOB QUALIFICATION
QUALIFICATION GUIDELINES:
Education
Bachelors Degree in Business or any related field
Experience
With relevant experience in sales or marketing, relationship management or any similar field is desirable; experience in loans marketing is a plus; knowledge on Credit Investigation is also desirable but not required
Others
Excellent written and verbal communication skills; works under pressure ; friendly and personable demeanor; proficient in all Microsoft Office tools specially Word and Excel; ; persistent and assertive; willingness to learn and unlearn things; the ability to actively listen to and act on customer needs. Can do attitude.
OTHER JOB REQUIREMENTS
Education
Bachelor's Degree / College Degree
Field of study
Business Studies/Administration/Management
Specialization
Banking/Financial
JOB BENEFITS
Loan, Health Card, Commission, Allowance, Laptop, Life Insurance
Sales

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TRBank Inc.

About the company

TRBank Inc. jobs

Units 3101 and 3108, 31st floor, Raffles Corporate Center, F. Ortigas Jr. Road, Ortigas Center, Pasig City Philippines , 1605

Position experienced micro finance Officer for loans recruited by the company TRBank Inc. at , Joboko automatically collects the salary of , finds more jobs on Experienced Microfinance Officer for Loans or TRBank Inc. company in the links above

About the company

TRBank Inc. jobs

Units 3101 and 3108, 31st floor, Raffles Corporate Center, F. Ortigas Jr. Road, Ortigas Center, Pasig City Philippines , 1605

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