SALES OFFICER

Bank of the Philippine Islands (BPI); Bacolod; On-site; PHP 300,000 - 540,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking a Sales Officer to drive customer acquisition and expand BPI's presence through strategic partnerships and community-based initiatives. The role emphasizes attracting new-to-bank customers and promoting digital and retail banking solutions.

You will conduct site visits, presentations, and campaigns to generate leads, build relationships with partners, and ensure smooth onboarding.

Qualifications

• Bachelor's degree in Accounting, Business Management, Banking and Finance, Marketing, Economics, Mathematics, Statistics, or related fields.
• At least three years of sales, marketing, business development, or customer acquisition experience.
• Strong presentation, communication, negotiation, and strategic marketing skills.
• Customer-focused and able to build strong business relationships.

Responsibilities

• Drives customer acquisition initiatives to attract new-to-bank customers within the assigned area.
• Sources and acquires quality accounts through area mapping, lead generation, field activities, and partnerships, with focus on Digital Account Opening, Credit Cards, Personal and Retail Loans, Insurance.
• Develops and executes local sales and client acquisition strategies in collaboration with partner segments, products, and platforms.
• Conducts worksite presentations, marketing campaigns, and community engagement activities to generate leads and acquire new customers.
• Builds and maintains strong relationships with partners, organizations, and prospective clients to support business growth.
• Promotes BPI's digital and retail banking products and services to prospective customers and partner communities.
• Identifies and pursues new business opportunities within the assigned territory to expand market reach.
• Assists customers throughout the onboarding process and ensures the completion of required documentation and administrative requirements.
• Coordinates with internal stakeholders and partner groups to facilitate account acquisition and customer onboarding.
• Delivers exceptional customer service while consistently achieving sales, acquisition, and productivity targets.

Skills

Presentation skills

Communication

Negotiation

Strategic marketing

Customer focus

Relationship building

Education

Bachelor's degree in Accounting, Business Management, Banking and Finance, Marketing, Economics, Mathematics, Statistics, or related fields

Tools

Microsoft Office

Job description

The Sales Officer is responsible for driving customer acquisition and expanding BPI's presence beyond traditional banking channels through strategic partnerships and community-based sales initiatives. The role focuses on acquiring new-to-bank customers, promoting BPI's digital and retail banking solutions, and delivering an exceptional customer experience through proactive engagement and relationship building.

Major Responsibilities

• Drives customer acquisition initiatives to attract new-to-bank customers within the assigned area.
• Sources and acquires quality accounts through area mapping, lead generation, field activities, and other sales initiatives, with a focus on:
• Digital Account Opening
• Credit Cards
• Personal and Retail Loans
• Insurance Products
• Develops and executes local sales and client acquisition strategies in collaboration with partner segments, products, and platforms.
• Conducts worksite presentations, marketing campaigns, and community engagement activities to generate leads and acquire new customers.
• Builds and maintains strong relationships with partners, organizations, and prospective clients to support business growth.
• Promotes BPI's digital and retail banking products and services to prospective customers and partner communities.
• Identifies and pursues new business opportunities within the assigned territory to expand market reach.
• Assists customers throughout the onboarding process and ensures the completion of required documentation and administrative requirements.
• Coordinates with internal stakeholders and partner groups to facilitate account acquisition and customer onboarding.
• Delivers exceptional customer service while consistently achieving sales, acquisition, and productivity targets.

Qualifications

• Bachelor's degree in Accounting, Business Management, Banking and Finance, Marketing, Economics, Mathematics, Statistics, or related fields.
• At least three (3) years of experience in sales, marketing, business development, or customer acquisition.
• Strong presentation, communication, negotiation, and strategic marketing skills.
• Customer-focused, results-driven, and capable of building strong business relationships.
• Proficient in Microsoft Office applications.