Sales Officer (Business Banking Segment)

Full description

NOTE:  Only candidates currently residing in Philippines are eligible to apply, No VISA sponsorship.

Job Description:

The role requires organizing visibility of all touch points, closely engaging the brokers to maximize their referrals and tracking their production in line with the Bank’s reward system for Brokers in general. The responsibility also includes giving Better Banking quality of service to the Brokers’ clients for opportunities to expand relationship sans the Broker involvement.

PRINCIPAL DUTIES AND RESPONSIBILITIES

• Responsible for generating the target revenue by offering or delivering the financial services or products to the MSME customers either thru sourcing of own leads and/or working with brokers accredited by Business Banking and Home Loans and agents accredited by the bank.
• Implements marketing programs, showcases, sales blitzes and other campaigns.
• Leads the cadence for the Broker Awarding events and ensures Business Banking Support Team tracks production of the Brokers for the rewards.
• Performs the regulatory AMLA/Beneficial Ownership due diligence on corporate accounts referred by Brokers which are not yet SBC depositors. Applicable to loan amounts P5M and above.
• Looks out for own training needs to further enhance product knowledge and skills and aptitude in customer service and handling of difficult situations and rejections.

Required Knowledge, Skills, and Abilities

• Credit and mortgage training, financial analysis, communication and presentation skills, sales (hunter), AMLA due diligence knowledge and skills Sells the Bank’s MSME products thru the different broker groups within the Bank to meet monthly sales targets.
• Ensures proper execution, pre-screening/KYC and closing of transactions for the brokers’ clients..
• Conducts product training, orientation or refreshers to the brokers. These include conduct of MSME education or financial literacy seminars.
• Conducts sales calls on own leads or broker leads