Customer Engagement Officer

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

As a Customer Engagement Officer, Tasked to grow the Bank’s Cash Management products offered phone-based to wholesale banking and business banking customers, both to new and existing clients. Sales Managers ensure that clients are provided with the right solutions to fit their business needs.

How you'll contribute

• Present Cash Management solutions through client meetings, conduct probing of client’s basic requirements, and assist client on CMS application process to close complex CMS deals
• Achieve Deal, outbound calls targets and Encumbered ADB targets
• Drive the growth and usage of cash management product(s) usage. Cross sell and upsell additional products and services.
• Conducts periodic business review. Maintain accurate and up-to-date records of TeleSales Activities. Ensures submission and completeness of CMS documents.

What we’re looking for

• College graduate with a degree in Business Administration, Financial Management, Economics, Marketing or other related fields
• With a minimum of 3 years of experience in commercial or business lending with a bank
• Must have knowledge of banking products, specifically Cash Management & Trade Finance.
• Good communication, presentation, probing and negotiation skills. Goal-oriented with the strong desire to achieve and exceed sales targets.
• Proficient in using CRM, Genesys or other TeleSales tools

About Security Bank

Security Bank is one of the Philippines’ best capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking. We’re recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.

Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes’ World’s Best Employers 2023 list.

At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): “YOU matter.”