Business Banking Senior Sales Officer

4 weeks ago

Cabanatuan City, Central Luzon, Philippines Security Bank Corporation Full time

The Role

As a Sales Officer, you are responsible for generating target revenue by offering or delivering financial services or products to MSME customers, either through sourcing your own leads or working with brokers accredited by Business Banking and Home Loans, as well as agents accredited by SBF. The role requires organizing visibility across all touchpoints, engaging brokers to maximize their referrals, and tracking their production in line with the Bank's reward system for brokers. Additionally, you will provide BetterBanking quality service to brokers' clients to expand relationships without broker involvement.

How you'll contribute

  • Sells the Bank's MSME products through 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 campaigns. Leads broker award events and ensures the Business Banking Support Team tracks broker production for rewards.
  • Provides regular updates to partners regarding their performance, new product offers, promotions, policies, processes, and turnaround times.
  • Conducts product training, orientation, or refreshers for brokers, including MSME education or financial literacy seminars.
  • Performs sales calls on own leads or broker leads.
  • Performs AMLA/Beneficial Ownership due diligence on corporate accounts referred by brokers who are not yet SBC depositors, applicable for loan amounts P5M and above.
  • Identifies personal training needs to enhance product knowledge, customer service skills, and handling difficult situations and rejections.
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