Customer Engagement Officer

The Role

As a Customer Engagement Officer, Tasked to grow the Bank’s Cash Management products offered phone-based to wholesale banking and business banking customers, both to new and existing clients. Sales Managers ensure that clients are provided with the right solutions to fit their business needs.

How youll contribute

• Present Cash Management solutions through client meetings, conduct probing of client’s basic requirements, and assist client on CMS application process to close complex CMS deals
• Achieve Deal, outbound calls targets and Encumbered ADB targets
• Drive the growth and usage of cash management product(s) usage. Cross sell and upsell additional products and services.
• Conducts periodic business review. Maintain accurate and up-to-date records of TeleSales Activities. Ensures submission and completeness of CMS documents.
  
  

What we’re looking for

• College graduate with a degree in Business Administration, Financial Management, Economics, Marketing or other related fields
• With a minimum of 3 years of experience in commercial or business lending with a bank
• Must have knowledge of banking products, specifically Cash Management & Trade Finance.
• Good communication, presentation, probing and negotiation skills. Goal-oriented with the strong desire to achieve and exceed sales targets.
• Proficient in using CRM, Genesys or other TeleSales tools.
  
  

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 business (MSME) banking. We’re recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.

Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes’ World’s Best Employers 2023 list.

At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): “YOU matter.”

Start your BetterBanking career with us today.

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