CASA Growth Specialist: Acquire & Onboard New Customers

City Savings Bank; Baguio; On-site; PHP 260,000 - 520,000; Full time

Job summary

City Savings Bank is seeking a Sales Officer to acquire and onboard customers for CASA products. The role focuses on building and growing the CASA portfolio through proactive business development and excellent customer service, while ensuring compliance with bank policies and regulatory requirements.

The position emphasizes acquiring new customers, building relationships, and cross-selling banking products to achieve deposit growth targets, with strong emphasis on regulatory compliance.

Qualifications

• Bachelor's degree in a related field (Business, Finance, Marketing) is preferred.
• Experience in banking, sales, or customer relationship management is advantageous.
• Strong communication, sales, and relationship-building skills are essential.
• Knowledge of banking compliance and regulatory requirements is desirable.

Responsibilities

• Acquire new customers and grow the bank's CASA (Current and Savings Account) portfolio.
• Build client relationships and identify business opportunities.
• Process account openings in compliance with KYC/AML requirements.
• Cross-sell banking products and achieve deposit growth targets.

Skills

Sales skills

Customer relationships

Communication

Banking knowledge

Regulatory compliance

Education

Bachelor's degree in Business/Finance/Marketing

Job description

City Savings Bank is seeking a Sales Officer to acquire and onboard customers for CASA products. The role focuses on building and growing the CASA portfolio through proactive business development and excellent customer service, while ensuring compliance with bank policies and regulatory requirements.

The position emphasizes acquiring new customers, building relationships, and cross-selling banking products to achieve deposit growth targets, with strong emphasis on regulatory compliance.