Sales Officer (Business Lending-Bacolod)

Security Bank Corporation; Bacolod; On-site; PHP 350,000 - 520,000; Full time

Job summary

Security Bank Corporation is seeking a Sales Officer to drive MSME revenue by offering financial services to brokered clients and directly engaging brokers to maximize referrals. The role includes ensuring pre-screening, KYC, and closing transactions for broker clients, plus supporting education and seminars on MSME finance.

The candidate should have at least 1 year in Sales and Lending, be willing to do field work, and hold a Bachelor’s degree.

Qualifications

• 1 year of experience in Sales and Lending required.
• Willing to do field work to meet clients.
• Bachelor’s Degree in any field, preferred.

Responsibilities

• Sell the Bank’s MSME products through broker groups to meet monthly targets.
• Coordinate marketing programs, campaigns, and broker events to track production for rewards.
• Provide regular updates to partners on performance, offers, promotions, and processes.
• Conduct product trainings or refreshers for brokers and educate on MSME finance.

Skills

Sales experience

Field work

Education

Bachelor’s degree

Job description

The Role

As a Sales Officer, you are responsible for generating the target revenue by offering or delivering the financial services or products to the MSME customers either thru sourcing of own leads and/or working with brokers accredited by Business Banking and Home Loans and agents accredited by SBF. The role requires organizing visibility of all touchpoints, closely engaging the brokers to maximize their referrals, and tracking their production in line with the Bank’s reward system for Brokers in general. The responsibility also includes giving BetterBanking quality of service to the Brokers’ clients for opportunities to expand relationships sans the Broker involvement.

How you'll contribute

• Sells the Bank’s MSME products thru the different broker groups within the Bank to meet monthly sales targets. Ensures proper execution, pre-screening/KYC, and closing of transactions for the brokers’ clients.
• Implements marketing programs, showcases, sales blitzes, and other campaigns. Leads the cadence for the Broker Awarding events and ensures the Business Banking Support Team tracks the production of the Brokers for the rewards.
• Gives regular updates to partners as to their performance, new product offers, promotions, policies, processes, and turnaround time.
• Conducts product training, orientation, or refreshers to the brokers. These include the conduct of MSME education or financial literacy seminars.
• Conducts sales calls on own leads or broker leads
• Performs the regulatory AMLA/Beneficial Ownership due diligence on corporate accounts referred by Brokers who are not yet SBC depositors. Applicable to loan amounts P5M and above.
• Looks out for own training needs to further enhance product knowledge and skills and aptitude in customer service and handling of difficult situations and rejections

What we’re looking for

• With minimum of 1 year experience in Sales and Lending
• Willing to do field work to meet clients
• Bachelor’s Degree in any field

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.”