Business Solutions Officer

4 weeks ago


Philippines Bank of the Philippine Islands (BPI) Full time

JOB PURPOSE:

BUSINESS SOLUTIONS OFFICER will be responsible for acquiring new SME loan clients and developing penetration in an assigned sales territory targeting SMEs, Business Owners, Sole Proprietors, Professionals, and the like.

JOB RESPONSIBILITIES:

  • Map the assigned territory for SME presence and opportunities, defined per sales territory.
  • Establish a network of influencers within the assigned territory. Connect with government entities, non-government organizations, civic organization that support and interact with small and medium sized business enterprises
  • Establish rapport with BPI and BFSB branches within his sales territory
  • Contacting potential clients to connect and arrange meetings
  • Attending conferences, meetings, and industry events
  • Developing quotes and proposals for clients
  • Guiding new customers and managing their expectation through the product onboarding processes
  • Upselling and creating multiple product hits with existing clients of the Unibank
  • Ensuring submission of mandatory requirements and compliance to all business rules and regulatory requirements
  • Ensures that loan documents are complete and properly executed by the Customer. The BSO shall be responsible for any deficiency, its approval & compliance.

QUALIFICATIONS:

  • Bachelor's Degree in Business/Marketing/Management
  • At least 3 years relevant working experience
  • Appreciate of fundamental business and financial documents
  • Excellent written and verbal communications
  • Skills: Presentation, Cold canvassing/calling, Business solutions and area mapping
  • Preferably resident of Baguio and Isabela


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