Bank Sales Officer (CASA)

PJ Lhuillier Group of Companies; Tanjay; On-site; PHP 335,000 - 469,000; Full time

Job summary

PJ Lhuillier Group of Companies in Negros Oriental is seeking a Banking Sales Specialist focused on CASA products. You will handle in-house selling and cross-selling of CASA and other bank services, and manage an account portfolio to hit sales and deposit targets.

The ideal candidate has a four-year degree, at least three years in banking, and strong sales, communication, and interpersonal skills. This on-site role requires working in Tanjay City and coordinating with branch and product teams to

Qualifications

• Four-year degree required (preferably business-related).
• At least three years of work experience in banking or financial services.
• Knowledge of CASA and deposit products.
• Strong sales, communication and interpersonal skills.
• Willing to work in Tanjay City, Negros Oriental.

Responsibilities

• Handle in-house selling and cross-selling of CASA and other bank products and services.
• Manage and grow CASA accounts to achieve sales and deposit targets.
• Build strong client relationships and provide excellent customer service.
• Coordinate with branch and product teams to support business goals.
• Prepare and submit regular reports on sales activities, account performance, and achievements.

Skills

Sales

Communication

Interpersonal skills

Customer service

Banking knowledge

Education

Four-year degree

Job description

The position is primarily responsible for handling the in-house selling and cross-selling of bank products and services, with a focus on Current Account and Savings Account (CASA) products. Additionally, the role involves managing an account portfolio to achieve sales targets.

Key Responsibilities:

• Handle in-house selling and cross-selling of CASA and other bank products and services.
• Manage and grow CASA accounts to achieve sales and deposit targets.
• Build strong client relationships and provide excellent customer service.
• Coordinate with branch and product teams to support business goals.
• Prepare and submit regular reports on sales activities, account performance, and achievements.

Qualifications:

• Graduate of any four-year course, preferably business-related course.
• With at least three (3) years of work-related experience in banking or financial services.
• Must have knowledge of bank products and services, particularly CASA and deposit products.
• Strong sales, communication, and interpersonal skills.
• Willing to work in Tanjay City, Negros Oriental