SALES ASSISTANT | SB FINANCE | DAVAO

About Security Bank

We are the Philippines’ largest independent bank, having won countless awards over the years including the most prestigious industry award in both 2015 and 2016—the Bank of the Year – Philippines by The Banker.

We’re changing how people bank. From the moment customers enter our branches to their experience online, we make them feel valued and empowered.

Now, with more than 300 branches spanning the country, BetterBanking has become the gold standard in improving the banking lives of millions of Filipinos. But we’re far from done.

In our constant pursuit of excellence and improvement, we create teams that support our business and each other.

The Role

As Sales Assistant you will be responsible for providing administrative support to ensure the efficient operation of the office. Supports managers and employees through a variety of tasks related to organization and communication.

How you'll contribute

• Reviews, prepares, and tracks letter of request for reconsideration/deviation of accounts for possible conversion to clients, if applicable.
• Encodes/uploads basic client information into the system for forwarding to Credit Cycle to ensure that the information is in the database.
• Returns all incomplete applications/documents to SBF channel for proper hand-off of loan documents.
• Prepares MIS report for daily turn-ins for monitoring of required turn-ins from SBF channels.
• Receives & pre-screens individual loan application forms coming from SBF channels and ensures that there is no information lacking or document deficiency to have seamless loan processing.
• Ensures utmost confidentiality and data integrity of client’s information when performing his/her duties.
• Performs other related tasks which may be assigned from time to time.

What we’re looking for

• Bachelor’s Degree in any related field
• Knowledgeable in office management systems and procedures
• Exposure for at least a year in consumer sales/banking is a plus factor
• Willing to learn and manage for bigger opportunities/roles within the group
• Excellent time management skills and ability to multi-task and prioritize work
• Attention to detail and problem-solving skills
• Good written and verbal communication skills
• Strong organizational and planning skills

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Last updated on Jun 3, 2023