Find your next job here.

Account Representative

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 meet 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 ensure service quality and continuous customer satisfaction.
• Ensure compliance with internal procedures and policies of the financial institution at all stages of the process.
• Collaborate with other internal departments to ensure smooth communication and efficient problem resolution.
• 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.
• Experience in handling cash register.