Sales officer

The Sales Officer for Agency Banking is responsible for delivering excellent customer experiences outside traditional BPI facilities by targeting new-to-bank customers through agency partnerships. The role involves conceptualizing and implementing local client acquisition and sales strategies in collaboration with partner segments, products, and platforms. It also requires conducting presentations, campaigns, and worksite activities to onboard new customers while managing administrative requirements.

Responsibilities

• Drives mass acquisition efforts to onboard new-to-bank customers
• Acquires quality accounts through area mapping activities and related sales initiatives, focusing on digital account opening, Vybe, retail loans, insurance, credit cards, PL, P2M, EWA, and Bizko
• Develops and implements local sales and client acquisition strategies in partnership with products, platforms, and segments
• Conducts worksite activities, presentations, and campaigns to acquire new-to-bank customers
• Handles administrative requirements for customer onboarding
  
  

Qualifications

Bachelor’s degree in Accounting, Business Management, Banking & Finance, Mathematics, Statistics, Marketing, or Economics

Minimum of 3 years’ work experience in sales, marketing, or customer acquisition

Must be able to drive to support coverage in far Laguna areas

Strong skills in presentation, communication, negotiation, and strategic marketing

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