Business Banking Sales Officer

2 weeks ago

Makati, Philippines Security Bank Corporation Full time

Overview

Business Banking Sales Officer (Binondo) – At Security Bank

The Role: As a Sales Officer, you are responsible for generating target revenue by offering or delivering financial services or products to MSME customers through sourcing 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 touchpoints, closely engaging brokers to maximize referrals, and tracking their production in line with the Bank’s broker reward system. The role also includes delivering BetterBanking quality of service to brokers’ clients to expand relationships without broker involvement where appropriate.

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 Broker Awarding events and ensures the Business Banking Support Team tracks brokers’ production for rewards.
  • Provides regular updates to partners on performance, new product offers, promotions, policies, processes, and turnaround times.
  • Conducts product training, orientation, or refreshers to brokers, including MSME education or financial literacy seminars.
  • Conducts sales calls on own leads or broker leads.
  • Performs regulatory AMLA/Beneficial Ownership due diligence on corporate accounts referred by brokers who are not yet SBC depositors. Applicable to loan amounts of P5M and above.
  • Identifies personal training needs to 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
  • Willing to be assigned to Makati office
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 MSME banking. We’re recognized as an Employer of Choice in Philippine banking for our values-based culture, engagement and benefits, and commitment to work-life balance. We rank among top employers in various lists and celebrate our people-focused EVP: “YOU matter.”

Start your BetterBanking career with us today.

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