Business Banking Sales Officer
5 days ago
Role Overview As a Sales Officer, you are responsible for generating target revenue by offering or delivering the financial services or products to MSME customers either through sourcing your own leads and/or working with brokers accredited by Business Banking and Home Loans and agents accredited by SBF. The role requires organizing the visibility of all touchpoints, closely engaging the brokers to maximize their referrals, and tracking their production in line with the Bank’s reward system for brokers. It also includes giving BetterBanking quality of service to the brokers’ clients for opportunities to expand relationships without the broker’s involvement. How you’ll contribute Sells the Bank’s MSME products through 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. Implements marketing programs, showcases, sales blitzes, and other campaigns. Leads the cadence for the Broker Awarding events and ensures the Business Banking Support Team tracks the production of the Brokers for the rewards. Gives regular updates to partners on their performance, new product offers, promotions, policies, processes, and turnaround time. Conducts product training, orientation, or refreshers to the brokers. Includes the conduct of MSME education or financial literacy seminars. Conducts sales calls on own leads or broker leads. Performs the regulatory AMLA/Beneficial Ownership due diligence on corporate accounts referred by brokers who 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. What we’re looking for Minimum of 1 year experience in Sales and Lending. Willing to do field work to meet clients. Bachelor’s Degree in any field. About Security Bank Security Bank is one of the Philippines’ best capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking. We’re recognized as an Employer of Choice in Philippine banking by various award‑giving bodies for our values‑based culture, industry‑leading engagement and benefits, and commitment to work‑life balance. Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes’ World’s Best Employers 2023 list. At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): “YOU matter.” Start your BetterBanking career with us today. #J-18808-Ljbffr
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Business Banking Sales Officer
2 weeks ago
Makati City, National Capital Region, Philippines Security Bank Corporation Full time ₱900,000 - ₱1,200,000 per yearThe RoleAs a Sales Officer, you are 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 SBF. The role requires organizing visibility of all...
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Marketing Assistant
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Makati, Philippines China Banking Corporation Full timeAbout China Banking Corporation China Banking Corporation (China Bank) is a leading private universal bank in the Philippines with over 100 years of banking experience and history. They provide a full range of banking products and services to individuals and businesses. Your role Be part of a dynamic lending team. As a Marketing Assistant, you will be...
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Makati, Philippines China Banking Corporation Full timeAbout China Banking Corporation China Banking Corporation (China Bank) is one of the leading private universal banks in the Philippines. They offer a full range of banking products and services to institutional (corporate, middle market/commercial, SMEs) and individual (retail, mass affluent, high net worth) customers, as well as thrift banking, investment...
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