Sales Officer - CDO

City Savings Bank, Inc.; Cagayan de Oro; On-site; PHP 300,000 - 420,000; Full time

Job summary

City Savings Bank, Inc. seeks a Sales Officer to promote CASA products by generating leads, acquiring new clients, and growing the deposit portfolio. The role involves field sales, client visits, and travel within CDO and nearby areas to hit sales targets.

Responsibilities include lead generation, client presentations, relationship building, assisting account openings, and achieving deposit targets.

Qualifications

• Bachelor's degree in Business, Marketing, Finance, or a related field.
• At least 1–2 years of relevant banking sales experience, preferably in CASA or deposit generation.
• Strong sales, communication, and relationship-building skills.
• Willing to do fieldwork and travel within CDO and nearby areas.

Responsibilities

• Generate leads and acquire new CASA clients.
• Conduct client visits and sales presentations.
• Build and maintain strong client relationships.
• Assist with account opening while ensuring compliance with bank policies.
• Achieve assigned sales and deposit targets.

Skills

Sales skills

Communication

Relationship-building

Education

Bachelor's degree

Job description

The Sales Officer is responsible for promoting the bank's Current Account and Savings Account (CASA) products by generating leads, acquiring new clients, and growing the bank's deposit portfolio. The role involves field sales, client visits, relationship building, and regular travel within Tagbilaran City and nearby areas to achieve sales targets.

Responsibilities

• Generate leads and acquire new CASA clients.
• Conduct client visits and sales presentations.
• Build and maintain strong client relationships.
• Assist with account opening while ensuring compliance with bank policies.
• Achieve assigned sales and deposit targets.

Qualifications

• Bachelor\'s degree in Business, Marketing, Finance, or a related field.
• At least 1–2 years of relevant banking sales experience, preferably in CASA or deposit generation.
• Strong sales, communication, and relationship-building skills.
• Willing to do fieldwork and travel within CDO and nearby areas.