SALES OFFICER

Bank of the Philippine Islands (BPI); Canlandog; On-site; PHP 240,000 - 420,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking a Sales Officer to drive new customer acquisition and expand presence through partnerships and community-based initiatives. The role focuses on onboarding new-to-bank customers and promoting digital and retail banking solutions with proactive engagement.

Responsibilities include lead generation, local sales strategies, community outreach, and maintaining strong partner relationships to grow the business and ensure excellent customer experience.

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.

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.
• 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.
• Deliver excellent customer service while achieving sales, acquisition, and productivity targets.

Skills

Sales

Communication

Negotiation

Strategic marketing

Microsoft Office

Education

Bachelor's degree in Accounting

Bachelor's degree in Business Management

Bachelor's degree in Banking and Finance

Bachelor's degree in Marketing

Bachelor's degree in Economics

Bachelor's degree in Mathematics

Bachelor's degree in Statistics

Tools

CRM system

Job description

The Sales Officer is responsible for driving customeracquisition and expanding BPI's presence beyond traditional banking channelsthrough strategic partnerships and community-based sales initiatives. The rolefocuses on acquiring new-to-bank customers, promoting BPI's digital and retailbanking solutions, and delivering an exceptional customer experience throughproactive engagement and relationship building.

Major Responsibilities

• Drivescustomer acquisition initiatives to attract new-to-bank customers withinthe assigned area.
• Sourcesand acquires quality accounts through area mapping, lead generation, fieldactivities, and other sales initiatives, with a focus on:
  • DigitalAccount Opening
  • CreditCards
  • Personal and Retail Loans
  • InsuranceProducts
• Developsand executes local sales and client acquisition strategies incollaboration with partner segments, products, and platforms.
• Conductsworksite presentations, marketing campaigns, and community engagementactivities to generate leads and acquire new customers.
• Buildsand maintains strong relationships with partners, organizations, andprospective clients to support business growth.
• PromotesBPI's digital and retail banking products and services to prospectivecustomers and partner communities.
• Identifiesand pursues new business opportunities within the assigned territory toexpand market reach.
• Assistscustomers throughout the onboarding process and ensures the completion ofrequired documentation and administrative requirements.
• Coordinateswith internal stakeholders and partner groups to facilitate accountacquisition and customer onboarding.
• Deliversexceptional customer service while consistently achieving sales,acquisition, and productivity targets.

Qualifications

• Bachelor'sdegree in Accounting, Business Management, Banking and Finance, Marketing, Economics, Mathematics, Statistics, or related fields.
• Atleast three (3) years of experience in sales, marketing, businessdevelopment, or customer acquisition.
• Strongpresentation, communication, negotiation, and strategic marketing skills.
• Customer-focused,results-driven, and capable of building strong business relationships.
• Proficientin Microsoft Office applications.