Loan Sales Officer - Banking

Job level Entry
Work exp Minimum 1 Year
Education Bachelor Degree
Not Specified Unspecified
Employment type Full Time
Industry HR / Recruitment Services
Job function Banking / Finance > Loan / Mortgage
Banking / Finance > Retail Banking / Branch Banking
Banking / Finance > Others
Published On 09/04/2018 2018-04-09



  • Assist the team in marketing/business developments for generation of quality asset growth and in monitoring the sales & credit performance of the business;
  • Build and deepen relationship with customers through delivering superior customer services when handling product enquiries & operations;
  • Perform financial evaluation and make loan proposal with client on unsecured lending products applications in accordance with the established credit criteria, processing guidelines and risk-based pricing strategy while at the same time meeting the service and productivity standards;
  • Achieve individual’s & team’s sales targets;
  • Comply with established policies & procedures to safeguard both bank's and customers' assets;
  • For Loan Specialist, the candidate is expected to perform Inbound call and Outbound Leads calling to facilitate self-sourced application.





  • University graduate with a minimum of 1 year of sales experience or Secondary Education with a minimum of 3 years in retail banking or finance company;
  • In-depth knowledge of secured / unsecured lending products;
  • Knowledge of banking products, compliance and branch operations and procedures, experience in credit underwriting of unsecured personal loan is an advantage;
  • Good communication, relationship building and proactive selling skills;
  • Fluent in English, Cantonese and Mandarin.

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