CASA Sales & Relationship Specialist

City Savings Bank, Inc.; Tagbilaran; On-site; PHP 300,000 - 420,000; Full time

Job summary

City Savings Bank, Inc. is seeking a Sales Officer to promote CASA products by generating leads, visiting clients, and growing the deposit portfolio through field sales in Tagbilaran City and nearby areas.

The role requires building strong client relationships, assisting with account openings, and achieving sales and deposit targets while adhering to bank policies and travel within the local area.

Qualifications

• Bachelor's degree in Business, Marketing, Finance, or a related field.
• 1–2 years banking sales experience, preferably CASA or deposit generation.
• Strong sales, communication, and relationship-building skills.
• Willing to do fieldwork and travel within Tagbilaran and nearby areas.

Responsibilities

• Generate leads and acquire new CASA clients.
• Conduct client visits and sales presentations.
• Build and maintain strong client relationships.
• Assist with account opening while ensuring compliance with bank policies.
• Achieve assigned sales and deposit targets.

Skills

Sales

Relationship building

Communication

Travel willingness

Education

Bachelor's degree in Business/Marketing/Finance

Job description

City Savings Bank, Inc. is seeking a Sales Officer to promote CASA products by generating leads, visiting clients, and growing the deposit portfolio through field sales in Tagbilaran City and nearby areas.

The role requires building strong client relationships, assisting with account openings, and achieving sales and deposit targets while adhering to bank policies and travel within the local area.