Branch Sales Officer (Branch Banking)

Metrobank; Philippines; On-site; PHP 335,000 - 558,000; Full time

Job summary

Metrobank is seeking a Business Generation professional in the Philippines to expand the customer base by identifying and converting leads into new-to-bank customers. You will deepen engagement through multi-product sales, present tailored solutions, and promote brand awareness while building loyalty and retention across client portfolios.

Responsibilities include ensuring proper endorsement of accounts to branches, soliciting referrals, and collaborating with teams to improve offerings.

Qualifications

• Bachelor's degree required in related fields including Business Admin, Marketing, Banking & Finance, Economics, Management, or Communication
• At least 2–3 years in branch banking, sales, marketing, or customer relationship management
• Experience in account acquisition, cross-selling financial products, and customer service
• Exposure to bank regulatory compliance (KYC/AML) and risk management familiarity

Responsibilities

• Identify potential clients and convert leads into new-to-bank customers.
• Deepen engagement with multi-product sales and provide solutions to enhance loyalty.
• Promote brand awareness and product penetration through constant visits and business development.
• Ensure endorsement of solicited accounts to the branch for ongoing development and relationships.
• Solicit referrals from new and existing clients.
• Collaborate with team and partner units to improve products and services.
• Perform competitor scans and report market trends to management.

Skills

Customer relationship management

Sales

Communication

Regulatory compliance awareness

Attention to detail

Education

Bachelor's Degree in Business Administration, Marketing, Banking and Finance, Economics, Management, or Communication

Job description

Be #InGoodHands with Metrobank

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