Branch Sales Officer North Metro Manila Region

Be #InGoodHands with Metrobank

Here at Metrobank, we dont simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobanks strong heart for the community, you have the chance to give back and make worthwhile contributions to our nations economic and social development. With Metrobank, a meaningful life is within your reach!

BRANCH SALES OFFICER

Business Generation: 

• Expands customer base by identifying potential clients and converting leads into new to bank customers. 
• Deepens customer engagement by facilitating multi-product sales offering and presentation and providing unique solutions to enhance loyalty and retention.
• Promotes brand awareness and product penetration by identifying sales opportunities through constant customer visits and business development activities.
• Ensures complete endorsement of the solicited accounts to the branch for continuous development and relationship building by creating a clear line of communication between the client and branch officers and staff.
• Solicits referral by actively engaging both new and existing client base.
• Builds synergy and collaboration among team members and other partner units to improve our products and services.
• Conducts competitor scan and provides management periodic updates based on customer feedback and market trends.

Risk Mitigation and Regulatory Compliance:

• Minimizes risk on account opening by strengthening verification processes on submitted documents to ensure legitimacy of accounts.
• Adheres to “Know Your Customer” and Anti-Money Laundering policies by closely coordinating with Branch Officers on latest banking regulations and company policies.
• Mitigates fraud by thoroughly conducting background checks on clients and report any suspicious transactions immediately.

Customer Centricity:

• Expedites the resolution of customer queries and complaints by responding and escalation of concerns on a timely manner.
• Maintains strong customer relationships by providing after sales support using the Needs Identification Compass.

QUALIFICATIONS: 

Bachelor’s Degree in any of the following or related fields:

• Business Administration
• Marketing
• Banking and Finance
• Economics
• Management
• Communication

Licensure and/or Certification Required:

Not mandatory, but the following certifications are an advantage:

• AMLA/KYC Training Certifications
• Sales and Customer Service Certifications
• Data Privacy and Compliance Training

Experience:

• At least 2 to 3 years of experience in branch banking, sales, marketing, or customer relationship management
• Experience in account acquisition, business development, cross-selling of financial products, and customer service
• Exposure to bank regulatory compliance (KYC/AML) and familiarity with operational risk management in a financial institution

Job Competencies: - Knowledge Skills Abilities: 

• Business Generation Prospecting - Ability to identify and contact potential customers in order to generate new business
• Generates leads, qualifies prospects, and moves them through the sales pipeline
• Guides colleagues in applying prospecting techniques
• Sales Skills - Ability to persuade potential customers to purchase products or services
• Excels in consultative selling, and closing sales
• Achieves sales targets
• Trains and mentors others in developing sales skills
• Relationship Building - Ability to build connections with customers and lay the foundation for trust
• Builds strategic and trusting relationships with a wide range of customers
• Maximizes opportunities to get customer referrals for business generation
• Trains and mentors others on effectively managing customer relationships
• Market Insight - Ability to stay informed about market trends, competitor activities, and emerging opportunities
• Seeks out competitor intelligence
• Explains and monitors market trends