Sales Associate

Security Bank; Makati; On-site; PHP 240,000 - 320,000; Full time

Job summary

Security Bank in Makati is seeking a Sales Associate to proactively acquire new customers and drive business growth by focusing on low-cost products such as CASA. You will enhance relationships by cross-selling a range of banking products, increasing utilization and wallet share, contributing to the bank’s financial success.

The role emphasizes lead generation, client interaction, and collaboration with the branch team to meet sales targets while adhering to banking policies and risk controls.

Qualifications

• Fresh graduate or <1 year of experience in sales or banking.
• Bachelor's/College degree; open to any field of study.
• Experience with cross-selling and client relationship basics is a plus.

Responsibilities

• Develop a robust sales pipeline by generating leads and prospecting customers.
• Identify customer needs and provide value-generating financial advice.
• Promote banking products through proactive client engagement and relationship management.
• Maintain strong governance, adhere to bank policies, and ensure compliant service delivery.
• Establish and nurture relationships to maximize wallet share and revenue for the branch.

Skills

Customer acquisition

Cross-selling

Relationship building

Sales to CASA

Communication with clients

Prospecting

Product knowledge

Banking product expertise

Team collaboration

Education

Bachelor's / College Degree

Job description

Job Description

POSITIONTITLE : SALESASSOCIATE
REPORTSTO : BUSINESS MANAGER
DIRECTLYSUPERVISES : N/A
UNIT/ DEPARTMENT : ASSIGNED BRANCH / AREA DIVISION/GROUP : ASSIGNED REGION / DISTRIBUTION GROUP / BRANCH BANKING GROUP

JOBSUMMARY

The Sales Associate p roactivelyacquires new customers to drive business growth, focusing on low-costproducts such as CASA. He/She enhances customer relationships by crossselling a range of banking products, thereby increasing productutilization and maximizing the client’s wallet share. The Sales Associate plays akey role in boosting overall sales revenue and contributing to thecompany’s financial success.

PRINCIPALDUTIES AND RESPONSIBILITIES

Client Relationship Management

• Ensures usage of the product and conducts follow-ups to develop basicrelationship with the customer.

POSITIONTITLE : SALESASSOCIATE
REPORTSTO : BUSINESS MANAGER
DIRECTLYSUPERVISES : N/A
UNIT/ DEPARTMENT : ASSIGNED BRANCH / AREA DIVISION/GROUP : ASSIGNED REGION / DISTRIBUTION GROUP / BRANCH BANKING GROUP

JOBSUMMARY

The Sales Associate p roactivelyacquires new customers to drive business growth, focusing on low-costproducts such as CASA. He/She enhances customer relationships by crossselling a range of banking products, thereby increasing productutilization and maximizing the client’s wallet share. The Sales Associate plays akey role in boosting overall sales revenue and contributing to thecompany’s financial success.

PRINCIPALDUTIES AND RESPONSIBILITIES

Client Relationship Management

• Ensures usage of the product and conducts follow-ups to develop basicrelationship with the customer.

Market Research and Business Intelligence

• Generates customer leads via mapping, prospecting, and telemarketingto build a robust pipeline.

Needs Analysis and Solution Matching

• Understands customer needs and creates value generating financialadvice for customers.
• Coordinates efforts with other units of the Bank for efficientservice delivery and harmonious working relationship with otherunits.

Persuasive Communication Skills

• Conducts sales meetings with prospective clients and can handleobjections to deliver SBC's value proposition.
• Promotes awareness of Security Bank among prospective clients byeducating individuals on bank products and services.

Portfolio/Investment Management

• Manages customer portfolio and fosters good business relationshipwith his/her clients.

Governance, Control, and Risk Management

• Adheres to policies and guidelines to avoid sanctions and reputationaldamage.

Itis accepted and understood that the employee may perform otherrelated tasks which may be assigned from time to time.

JOBQUALIFICATIONS

Yearsof Work Experience : Fresh graduate / lessthan 1 year of experience

EducationalAttainment/ Requiredcourse (ifapplicable) : Bachelor's / College Degree; Opento any field of study

RequiredCertification/Professional License ( if applicable ):

Fieldof Specialization ( if applicable ):

Knowledgeand Skills Requirement

• SBC Leadership CapabilityFramework for Individual Contributors
• Functional Competencies:
• Account Opening/Booking
• Banking Products
• Bank Policies & Procedures
• Cross-Selling
• Resilience
• Sales Function: Branch Banking
• Understanding Customer Needs

Job Snapshot

Updated Date

17-09-2026

Job ID

JOB4608

Location