New-to-Bank Acquisition Specialist

Bank of the Philippine Islands (BPI); Muntinlupa; On-site; PHP 360,000 - 600,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is expanding its customer acquisition efforts beyond traditional branches by leveraging agency partnerships, local campaigns, and targeted presentations to bring new-to-bank customers into the network.

The role focuses on developing and executing strategic sales plans, driving digital account openings, Vybe, loans, insurance, and cards while coordinating with partner segments and platforms.

Qualifications

• Bachelor’s degree in Accounting, Business Management, Banking & Finance, Mathematics, Statistics, Marketing, Economics.
• At least 3 yrs work experience in sales, marketing and acquisition.
• Must be able to drive to support coverage of far Laguna areas.
• Skills required: Presentation, Communication, Negotiations and Strategic Marketing.

Responsibilities

• Implements mass acquisition efforts to acquire new to bank customers.
• Acquires equality accounts via implementing area mapping activities, and other related sales initiatives; with focus products on digital account opening, Vybe, retail loans, insurance, credit cards, PL, P2M, EWA, Bizko.
• Conceptualizes local sales and client acquisition strategies in partnership with partner products, platforms, and segments.
• Conducts worksite activities and presentations to acquire new to bank customers.
• Handles administrative requirements for onboarding of new to bank customers.

Skills

Presentation

Communication

Negotiations

Strategic Marketing

Education

Bachelor’s degree in Accounting, Business Management, Banking & Finance, Mathematics, Statistics, Marketing, Economics

Job description

Bank of the Philippine Islands (BPI) is expanding its customer acquisition efforts beyond traditional branches by leveraging agency partnerships, local campaigns, and targeted presentations to bring new-to-bank customers into the network.

The role focuses on developing and executing strategic sales plans, driving digital account openings, Vybe, loans, insurance, and cards while coordinating with partner segments and platforms.