Sales Officer for SB Rental
Security Bank
- Makati, PhilippinesSecurity Bank Centre 6776 Ayala Ave, Legazpi Village, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippines
- Full timeFULL_TIME
Job Description
As a Sales Officer for SB Rental, you will be responsible for soliciting and growing the operating lease portfolio based on the assigned quota/target. You will support the Sales Head towards achieving the sales business plan.
How you'll contribute
- Prepares Lease Approval write-up and business information by securing complete pre-approval documents from lease applicants to finalize recommendations for lease line approval.
- Prepares exception requests for approval and other credit proposals by presenting memos and presenting mitigants and other credit justification to accommodate new business and allow booking.
- Prepares call reports for meetings with clients such as visits with existing and prospective clients, lunch meetings, and meetings held in the SBRC office to document dealings with clients.
- Responds and addresses inquiries and other requests from existing and prospective clients thru email, phone calls or client calls in a timely manner.
- Attends to queries from Financial Analysts during financial review by communicating required information to clients in order to firm up financial analysis reports.
- 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
- Cultivates account leads generated thru various Sbc group relationships to secure client referrals and business support.
- Conducts credit presentation on lease applicants with comprehensive reports to approving committees based on credit analysis report and evaluation to allow approvers to evaluate the creditworthiness of client and whether to approve the application or not.
- Ensures completeness of credit folder by securing all required documents for credit evaluation and compliance to kyc requirements.
- Performs file backup procedure for relevant documents using back storage application or hardrive to secure data at all times.
Minimum Qualifications
- With at least 3-15 years of experience in leasing/rental operations or automotive industry in the Philippines
- Knowledge in financial analysis and credit review
- Able to communicate effectively with various clients of different backgrounds and nationalities, and able to establish rapport with internal and external parties
Jobs Summary
- Job Level
- Associate / Supervisor
- Job Category
- Accounting and Finance
- Educational Requirement
- Bachelor's degree graduate
- Office Address
- Security Bank Centre 6776 Ayala Ave, Legazpi Village
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 #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 BetterBankingcareer with us today.
For the complete list of Security Bank's awards, you may visit: https://www.securitybank.com/about-us/awards/