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
JOB BENEFITS
Loan, Health Card, Commission, Allowance, Laptop, Life InsuranceCOMPANY PREVIEW
Dress Code
Language
Telephone No.
Mobile No.
Company Size
COMPANY OVERVIEW
At TRBank (TRB), we proudly trace our roots to Tanay Rural Bank which was set up in 1956 with an initial capital of P25,000 and only five people. Over the years. the bank steadily grew and expanded its reach in Rizal and surrounding areas. By 2013 we employed 200 people in five branches-- Tanay, Angono, Antipolo, Taytay, and Cainta. We also set up six loan centers: Ortigas Center, Masinag, Bacoor, and three in Quezon City.
The entry of our strategic partner Stem Financial Ltd. (Stemfin) in 2015, revitalized the bank in its mission of financial inclusion and allowed us to extend our services to other areas in the country. We have opened branches in Ortigas Center, San Fernando in Pampanga, and Lipa City in Batangas. New loan centers were also opened in Makati, Sta. Rosa in Laguna, Malolos in Bulacan, Angeles in Pampanga, and Batangas City.
With plans for continuous growth under Stemfin's support, the bank has been reborn as TRBank, Inc. (A Rural Bank) in 2019 to better embody its commitment to serve the financing needs of entrepreneurs, particularly in the largely under-served micro, small, and medium enterprises sector (MSME) even beyond Rizal and Metro Manila.
Stemfin and TRBank expect the MSME sector to increase its already significant role in the economy, with great expectations for growth in the years to come.
WHY JOIN US?
We are always looking for bright minds and enthusiastic people from diverse backgrounds, who want to be part of an outstanding team.
Come and be a TRBanker!