Branch Sales Officer (Branch Banking)

Metrobank; Makati; On-site; PHP 350,000 - 550,000; Full time

Job summary

Metrobank is seeking a Business Generation professional in Metro Manila to expand the customer base, convert leads into new-to-bank clients, and deepen engagement through multi-product solutions. The role emphasizes strong relationship building, collaboration across units, and adherence to KYC/AML policies.

Ideal candidates have 2–3 years in branch banking or related fields, with proven experience in account acquisition, sales, and customer service.

Qualifications

• Bachelor's Degree required or related field; certifications advantageous (AML/KYC, Sales & Customer Service, Data Privacy & Compliance)
• At least 2-3 years of experience in branch banking, sales, marketing, or customer relationship management
• Proven experience in account acquisition, business development, cross-selling financial products, and customer service
• Exposure to bank regulatory compliance (KYC/AML) and familiarity with operational risk management within a financial institution

Responsibilities

• 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 presenting 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 referrals 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.

Skills

Experience 2-3 years in branch banking

Account acquisition

Business development

Cross-selling financial products

Customer service

KYC/AML compliance

Operational risk management

Education

Bachelor's Degree in Business Administration

Bachelor's Degree in Marketing

Banking and Finance

Economics

Management

Communication

Related field

Job description

Here at Metrobank, we don't 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 Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development.

With Metrobank, a meaningful life is within your reach!

Job Summary

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 Business Administration, Marketing, Banking and Finance, Economics, Management, Communication, or any related field
• Certifications are not required but are an advantage, such as AMLA/KYC Training Certifications, Sales and Customer Service Certifications, Data Privacy and Compliance Training
• At least 2 to 3 years of experience in branch banking, sales, marketing, or customer relationship management
• Proven experience in account acquisition, business development, cross-selling financial products, and customer service
• Exposure to bank regulatory compliance (KYC/AML) and familiarity with operational risk management within a financial institution