Cash Management Solutions Advisor

Security Bank Corporation; Makati; On-site; PHP 600,000 - 900,000; Full time

Job summary

Security Bank Corporation is seeking a Customer Engagement Officer to grow its Cash Management offerings for wholesale and business banking clients. You will present solutions, guide CMS applications, and close complex deals while meeting targets. The role emphasizes client-focused sales, documentation accuracy, and proactive product usage growth.

The ideal candidate has a business banking background, strong communication skills, and familiarity with CRM and tele sales tools to drive performance.

Qualifications

• College graduate with a degree in Business Administration, Financial Management, Economics, Marketing or related field.
• Minimum 3 years of experience in commercial or business lending with a bank.
• Knowledge of Cash Management and Trade Finance products.
• Strong communication, presentation, probing and negotiation skills.

Responsibilities

• Present Cash Management solutions through client meetings and assist with CMS applications to close deals.
• Achieve deal, outbound calls, and Encumbered ADB targets.
• Drive growth and usage of cash management products; cross-sell and upsell additional services.
• Maintain records of TeleSales activities and ensure CMS documents are complete.

Skills

Negotiation

Presentation

Probing

Communication

Goal-oriented

Education

Bachelor's degree in Business Administration / Financial Management / Economics / Marketing

Tools

CRM

Genesys

TeleSales tools

Job description

Security Bank Corporation is seeking a Customer Engagement Officer to grow its Cash Management offerings for wholesale and business banking clients. You will present solutions, guide CMS applications, and close complex deals while meeting targets. The role emphasizes client-focused sales, documentation accuracy, and proactive product usage growth.

The ideal candidate has a business banking background, strong communication skills, and familiarity with CRM and tele sales tools to drive performance.