Sales Assistant

About the Role

As a Sales Assistant, you are responsible for assisting the Sales Head in soliciting and growing operating lease portfolio based on assigned quota/target. You will support the Sales Head towards achieving the overall sales business plan.

How you'll contribute

• Communicates regularly with other SBC group units through regular business correspondences and updates to secure account leads and business
• Prepares Lease Approval write-up and business information by securing complete pre-approval documents from lease applicants to finalize recommendation for lease line approval.
• Responds to inquiries from existing and prospective Lessees thru email, phone call or client call in a timely manner.
• Arranges client meetings and schedules of Sales Officers / Sales Head by confirming availability of parties involved and ensuring transportation means to support marketing efforts of the group.
• Attends to queries from Financial Analyst during financial review by communicating required information to client in order to firm up financial analysis report.
• Prepares availment sheets for review of Sales Head and Operations Head completing data required based on agreed terms and asset details of the leased asset to proceed with the preparation of the lease contracts.
• Maintains accurate reports on document deficiencies, lease transaction bookings, client source and other relevant portfolio data using worksheets or applicable system database for reference and management evaluation.
• Performs file back up procedure for relevant documents using back storage application or hard drive to secure data at all times.
• Endorses monthly branch referral reports or client source data thru email and maintaining report reference to allow SBC Business Intelligence Unit, Alliance Segment and other stakeholders to evaluate business return.

What we're looking for

• Bachelor's degree in Business Studies/Administration/Management, Commerce, Economics, Finance/Accountancy/Banking
• With knowledge in basic finance/accounting; Good sense in mathematics, attention to computation and details
• Good oral communication and negotiation skills
• Self-starter and driven; keen to details
• Able to communicate effectively with various clients of different background and nationalities
• Able to establish rapport with internal and external parties
• Fresh graduates are welcome to apply

About Security Bank

Security Bank is one of the Philippines’ best capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking.

We’re recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.

Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes’ World’s Best Employers 2023 list.

At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): “YOU matter.”

Start your BetterBanking career with us today.