Marketing Officer - Cainta

JOB SUMMARY / PRIMARY ACCOUNTABILITIES:

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

1. Oversee and assist own Loan Agents in the leads/sales acquisition efforts
2. Assist and reactivates existing clients guided by the Loan Manager

Custodianship

1. Client Application Forms and Requirements
2. Copies of CAMs and related documents

Monitoring and Reporting:

1. Report sales performance per Agent and per channel used
2. Submit sales report with actual target releases, pending approvals and pending applications
3. Report violations against the Service Agreement, policies and procedures

COMPETENCIES:

• Product Knowledge
• Sales Acumen
• Strategic, Analytical and Creative Thinking
• Effective Communication and Basic Customer Service
• Social Media Marketing & Strategy

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.

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