Source, acquire, and onboard new SME clients for cash loan products

Manage the full sales cycle: lead generation, client meetings, loan structuring, documentation, and disbursement

Meet and exceed monthly and quarterly sales targets

Build and maintain long-term relationships with SME owners and referral partners

Work with Credit, Risk, and Operations teams to ensure smooth loan processing and compliance with bank policies and BSP regulations

Monitor the portfolio quality of your clients and support collections when needed

Track market trends and competitor offers, and share insights with the team

Maintain accurate records in CRM and submit regular sales reports

At least 1 year of experience selling SME cash loans in a bank in the Philippines

Proven track record of achieving sales targets

Excellent spoken and written English and Tagalog

Strong communication, negotiation, and relationship-building skills

Ability to adapt quickly to change and perform well in a fast-paced environment

Good understanding of SME lending, credit assessment basics, and KYC/AML requirements

Self-motivated, results-driven, and able to work independently