External Savings Champion

2 weeks ago


Calabarzon Philippines CARD MRI INFORMATION TECHNOLOGY, INC Full time

Position Title: External Savings Champion (Area Manager Level) Department: Savings Mobilization/Business Development Reports To: AVP for Operations Job Summary The Savings Champion is responsible for leading savings mobilization initiatives, strengthening client relationships, and promoting a strong savings culture. The role involves coaching and mentoring Branch Heads, Customer Savings Officers, and field staff on effective client engagement and cross‑selling of bank products and services. It also includes extensive fieldwork to ensure the achievement of savings targets and supports overall financial inclusion efforts. Key Responsibilities Mobilize fresh savings accounts by actively promoting deposit products and building strong client relationships. Train and mentor Branch Heads and Customer Savings Officers on effective savings mobilization strategies and cross‑selling techniques. Conduct regular fieldwork and strategic engagements across CALBARZON to expand the client base and enhance financial inclusion. Lead promotional efforts for savings products and related bank services in targeted areas. Initiate and participate in client engagement activities to attract new depositors and strengthen community ties. Identify opportunities for product bundling, upselling, and cross‑selling to support customer financial growth. Monitor and evaluate branch savings performance, ensuring targets are met or exceeded. Develop performance improvement plans, when necessary, based on periodic savings data reviews. Serve as a role model and motivator to frontliners in fostering a strong savings culture. Provide feedback and recommendations to management for continuous improvement in savings mobilization strategies. Qualifications Bachelor’s degree in business, Finance, or related fields At least three (3) years of relevant experience in banking, microfinance, or sales Strong leadership, training, and fieldwork capabilities Resides in or is familiar with the CALABARZON region #J-18808-Ljbffr


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