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Account Representative Position

The account representative deploys skills in sales and marketing to promote various financial products, ensuring compliance with goals and procedures established by the institution.

Essential Functions:

• Promote actively different financial products, adapting sales strategies to achieve and exceed established goals.
• Manage the complete loan process, from application to disbursement, providing guidance and assistance to clients.
• Perform administrative tasks related to the loan process, including collection, telemarketing, posting payments in the cash box, and cash reconciliation.
• Provide exceptional customer service, answering queries, resolving issues, and ensuring customer satisfaction.
• Perform post-sales follow-up to guarantee service quality and continuous customer satisfaction.
• Ensure compliance with the institution's internal procedures and policies at all stages of the process.
• Collaborate with other internal departments to ensure smooth communication and efficient resolution of any problems.
• Stay updated on the financial products offered, as well as changes in relevant policies and regulations.

Requirements:

• Minimum fourth-year diploma.
• Previous experience in sales or offering financial products or services.
• Ability to meet sales goals.
• Experience in handling cash register.