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Deposit Sales Officer

3 weeks ago

Pasig, National Capital Region, Philippines City Savings Bank Full time

Job Summary:

The Deposit Sales Officer is responsible for the overall management and performance of the branch, combining operational excellence with strategic business development and sales execution. This role ensures effective day-to-day operations, compliance with banking standards, and achievement of branch sales targets—particularly in the growth of CASA (Current and Savings Account) deposits.

Key Responsibilities:

I. Operational Management

  • Supervise and ensure the smooth day-to-day operations of the branch, covering cash services, tellering, client servicing, and backroom processes.
  • Ensure compliance with internal controls, risk management protocols, audit standards, and regulatory requirements (e.g., AMLA, KYC, BSP guidelines).
  • Maintain branch safety and security protocols, including cash handling, vault management, and branch assets safeguarding.
  • Review, validate, and submit branch reports, reconciliation summaries, and performance dashboards.
  • Conduct operational reviews and spot checks to identify gaps, resolve discrepancies, and implement corrective measures.
  • Manage and coach the operations team to meet service level agreements (SLAs) and provide excellent customer service.
  • Monitor and address client concerns related to operational transactions in coordination with support teams.

II. Sales and Business Development

A. CASA Acquisition and Management

  • Lead initiatives to grow the CASA portfolio of the branch through acquisition of new-to-bank clients and deepening of existing relationships.
  • Identify and pursue opportunities in the branch's market catchment area, including partnerships with schools, SMEs, and local businesses.
  • Promote CASA products as foundational accounts for bundling with other offerings (loans, investments, payroll, digital banking, etc.).
  • Monitor account activity to ensure high funding and activation rates; minimize dormancy and early closures.
  • Track CASA metrics such as account count, average daily balance, funded ratio, and digital enrollment.

B. General Sales Functions

  • Deliver the branch's overall sales targets across key products: deposits, loans, credit cards, insurance, and digital solutions.
  • Develop localized marketing and engagement plans to support campaigns and seasonal sales opportunities.
  • Coach frontliners and sales staff in prospecting, needs-based selling, and cross-selling strategies.
  • Ensure quality customer acquisition by observing proper documentation, onboarding, and risk assessment.
  • Engage with priority clients and high-value customers to maintain loyalty and explore upselling opportunities.
  • Coordinate with support units (e.g., product, marketing, risk) to resolve sales-related issues and ensure smooth fulfillment.

People Management and Leadership

  • Lead, develop, and motivate the branch team to achieve performance goals while fostering a culture of integrity, accountability, and customer focus.
  • Conduct performance reviews, set individual KPIs, and create development plans for team members.
  • Ensure team readiness for internal and external audits, compliance reviews, and business continuity tests.

Qualifications:

  • Bachelor's degree in Banking, Finance, Business Administration, or related field.
  • Minimum of 5 years of banking experience with exposure to both operations and sales functions.
  • Strong knowledge of CASA products, branch operations, and customer service practices.
  • Proven leadership and team management skills.
  • Excellent communication, customer engagement, and decision-making abilities.