Branch Sales Officer (Area 30-Central Visayas 2)

Security Bank

Philippines

On-site

PHP 240,000 - 420,000

Full time

4 days ago

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Job summary

Security Bank in Cebu-Mactan Branch is seeking a Branch Sales Officer to drive sales and manage banking needs for the Central Visayas area. You will execute sales plans, address client requirements with the Bank’s products, and support branch goals.

The role involves visiting clients, promoting products, performing needs analysis, and ensuring proper documentation while meeting targets and maintaining compliance. 1–2 years in banking sales and a relevant bachelor's degree are preferred.

Qualifications

1–2 years of sales experience in banking.
Bachelor's degree in business studies/management/commerce/economics/finance.
Knowledge of cross-selling and MIS reporting.

Responsibilities

Builds and maintains strong client relationships through regular visits and financial reviews.
Promotes and sells banking products and services (savings accounts, cards, loans).
Conducts needs analysis and collects documents for account openings and loan applications.
Meets or exceeds sales targets and monitors MIS reports.
Adheres to policies to avoid sanctions and reputational risk.

Skills

Leadership Framework

Account Opening

Banking Products

Cross-Selling

Resilience

Sales - Branch Banking

Education

Bachelor's in Business

Job description

Branch Sales Officer (Area 30-Central Visayas 2) Cebu-Mactan Branch, Lapu-lapu, Cebu, Philippines ..+ 3

Job Description

Position Title: Sales Officer

Report To: Business Manager

Directly Supervises: N/A

Unit / Department: Assigned Branch / Assigned Area

Division / Group: Assigned Region / Branch Banking Group

Job Summary

The Sales Officer ensures the achievement of his/her business outcomes by strategically executing sales plans and activities. He/She addresses the banking requirements of those in the targeted market segment by aligning client requirements with the Bank’s products and services.

Principal Duties and Responsibilities

Client Relationship Management

Builds and maintains strong client relationships through regular visits and financial reviews. Ensures customer satisfaction and retention with regular follow-up. Collaborates with partner units for successful cross-sells.

Deal Management/Negotiation

Promotes and sells banking products and services, such as savings accounts, credit cards, and loans. Effectively presents bank products to grow the customer base.

Needs Analysis and Solution Matching

Conducts thorough needs analysis to accurately profile prospects and maximize their potential. Collects and verifies required documents for account openings and loan applications.

Market and Information Technology Adeptness

Maintains an effective system for record-keeping and data management. Stays proactive in response to industry competition, market conditions, and external factors, addressing threats while leveraging strengths and opportunities.
Meets or exceeds sales targets and goals. Monitors actual performance versus targets based on MIS reports.

Governance, Control, and Risk Management

Adheres to policies and guidelines to avoid sanctions and reputational damage

It is accepted and understood that the employee may perform other related tasks which may be assigned from time to time.

Job Qualifications

Years of Work Experience: 1 – 2 years

Educational Attainment/Required Course (if applicable): Bachelor's Degree in Business Studies/Administration/Management, Commerce, Economics, Finance/Accountancy/Banking, Marketing

Required Certification/Professional License (if applicable): N/A

Field of Specialization (if applicable): Banking and Financial, Corporate Finance/Investment, Sales-Corporate, Sales-Retail, Sales-Financial Services, Marketing / Business Development

Knowledge and Skills Requirement: