Branch Marketing Officer

Dumaguete Bank; Lapu-Lapu; On-site; PHP 400,000 - 700,000; Full time

Job summary

Dumaguete Bank in Lapu-Lapu, Central Visayas seeks a Branch Marketing Lead to drive client acquisition, relationship management, and deposit and loan product promotions under Area Manager oversight. The role emphasizes proactive market engagement, strategic campaign execution, and cross-selling across banking services.

You will develop marketing plans, identify new market segments, lead field activities, and coordinate with staff to ensure timely follow-through, policy alignment, and achievement

Qualifications

• Experience in branch marketing, business development, or financial services.
• Strong communication and networking skills.
• Ability to assess client needs and close opportunities.
• Familiarity with banking products, regulatory requirements, and customer service standards.

Responsibilities

• Develop and implement marketing strategies to support branch targets for deposits, loans, and other banking products.
• Identify prospective clients, businesses, and institutions within the branch area.
• Lead field visits, client calls, networking, and referrals to generate leads and new accounts.
• Establish and maintain relationships with clients to promote retention and cross-selling.
• Coordinate with Operations and other staff to facilitate enquiries, loan applications, and account openings.
• Ensure compliance with bank policies, data privacy, and consumer protection standards.

Skills

Branch marketing

Business development

Relationship management

Sales

Deposits

Loans

Education

Bachelor's degree in Banking/Finance/Business Administration/Marketing

Job description

About the role

Lead and implement branch marketing and business development activities under the supervision of the Area Manager or designated supervising officer. This role drives client acquisition, relationship management, and promotion of the Bank's deposit products, loan facilities, and other financial services to support branch targets. The position may serve as an interim staffing arrangement while a Branch Manager role is vacant, subject to management review based on business volume and staffing requirements.

Key responsibilities

• Develop and implement marketing strategies, plans, and programs to support branch targets for deposits, loans, and other banking products and services.
• Identify and actively solicit prospective clients, businesses, institutions, and other potential market segments within the branch's area of operation.
• Lead field visits, client calls, networking, referrals, and other initiatives to generate leads and acquire new clients.
• Establish and maintain strong working relationships with existing and prospective clients to promote retention, satisfaction, and continued use of the Bank's products and services.
• Assess the business potential of prospective clients by gathering information about their financial needs, business operations, repayment capacity, and other relevant circumstances.
• Endorse qualified prospects to appropriate Bank personnel for further evaluation.
• Identify potential borrowers and depositors through market intelligence, referrals, networking, and engagement with the business community.
• Promote the Bank's deposit products, loan facilities, and other financial services by explaining their features, benefits, requirements, and applicable terms and conditions.
• Coordinate with the Operations Officer and other Bank personnel to facilitate client inquiries, loan applications, account opening, and other banking transactions.
• Monitor marketing leads, prospective accounts, loan referrals, and client engagements to ensure timely follow-through and conversion of business opportunities.
• Conduct periodic client visits and follow-ups to assess satisfaction, identify additional financial needs, and explore cross-selling and up-selling opportunities.
• Ensure marketing and client acquisition activities comply with Bank policies and procedures, regulatory requirements, confidentiality standards, data privacy requirements, and financial consumer protection standards.
• Perform other related tasks assigned by the Area Manager or designated supervising officer.

What we're looking for

• Experience in branch marketing, business development, relationship management, sales, lending, deposits, or financial services.
• Knowledge of banking products, loan facilities, deposit products, client acquisition, and branch operations.
• Strong communication, presentation, negotiation, networking, and client relationship management skills.
• Ability to identify business opportunities, assess client needs, manage leads, and follow through on referrals.
• Ability to work collaboratively with branch personnel and coordinate client servicing activities.
• Strong attention to confidentiality, data privacy, regulatory compliance, and financial consumer protection requirements.
• Ability to conduct field visits and engage effectively with businesses, institutions, and community stakeholders.
• Relevant education, training, or certification in banking, finance, business administration, marketing, or a related field is preferred.