SALES SUPPORT OFFICER (GENERAL SANTOS)

Bank of the Philippine Islands (BPI)


Date: 2 weeks ago
City: General Santos
Contract type: Full time
The Sales Support Officer is responsible for any deficiency, approval and compliance of loan documents. He/She supports and works hand-in-hand with Business Sales Officers and various internal and external stakeholders to ensure completeness of loans requirements, movement of CLAs in the application/credit process without delay, consolidate and prepare sales reports, forecast monthly booking and strategizes and orchestrates prioritization of accounts, supervises the activities and task of MAs.

Responsibilities

  • Consolidation of sales reports.
  • Coordinates directly with Customers for the completion of requirements.
  • Ensures the completeness of loan requirements.
  • Ensures CLAs move in the application/credit process without delay.
  • Coordinates with Fulfilment for the documentation and implementation of approval.
  • Forecasts monthly booking and strategizes & orchestrates prioritization of accounts to ensure attainment of booking target.
  • Supervises the activities and task delivery of the MA to make sure all CLAs are properly acted upon.
  • Ensures that loan documents are complete and properly executed by the Customer. The SSO shall be responsible for any deficiency, its approval & compliance.

Qualifications

  • Bachelor's degree in Business , Management, Marketing and related support services
  • One year experience in banking operations and selling of different products and services
  • Good grasp on banking operations and with extensive credit skills
  • Good communication, interpersonal and people management skills

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