SALES OFFICER CEBU CITY

Bank of the Philippine Islands (BPI); Philippines; On-site; PHP 400,000 - 750,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking a Sales Officer to drive customer acquisition and expand the bank's presence through strategic partnerships and community-based initiatives. The role focuses on attracting new-to-bank customers, promoting digital and retail solutions, and delivering an exceptional customer experience through proactive engagement and relationship building.

Key responsibilities include executing local sales strategies, conducting presentations, campaigns, and lead

Qualifications

• Bachelor's degree in Accounting, Business Management, Banking and Finance, Marketing, Economics, Mathematics, Statistics, or related fields.
• At least five (5) years of experience in sales, marketing, business development, or customer acquisition.
• Proficient in Microsoft Office applications.

Responsibilities

• Implement customer acquisition initiatives to attract new-to-bank customers within the assigned area.
• Acquire quality accounts through area mapping, lead generation, and other sales activities, with a focus on Digital Account Opening, Credit Cards, Personal and Retail Loans, Insurance Products.
• Develop and execute local sales and client acquisition strategies in collaboration with partner segments, products, and platforms.
• Conduct worksite presentations, marketing campaigns, and community engagement activities to generate leads and acquire new customers.
• Build and maintain strong relationships with partners, organizations, and prospective clients to support business growth.
• Assist customers throughout the onboarding process and ensure completion of required documentation and administrative requirements.
• Consistently deliver a positive customer experience while achieving sales and acquisition targets.

Skills

Presentation skills

Communication

Negotiation

Strategic marketing

Customer-focused

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

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

• Implement customer acquisition initiatives to attract new-to-bank customers within the assigned area.
• Acquire quality accounts through area mapping, lead generation, and other sales activities, with a focus on:
  • Digital Account Opening
  • Credit Cards
  • Personal and Retail Loans
  • Insurance Products
• Develop and execute local sales and client acquisition strategies in collaboration with partner segments, products, and platforms.
• Conduct worksite presentations, marketing campaigns, and community engagement activities to generate leads and acquire new customers.
• Build and maintain strong relationships with partners, organizations, and prospective clients to support business growth.
• Assist customers throughout the onboarding process and ensure completion of required documentation and administrative requirements.
• Consistently deliver a positive customer experience while achieving sales and acquisition targets.

Qualifications

• Bachelor's degree in Accounting, Business Management, Banking and Finance, Marketing, Economics, Mathematics, Statistics, or related fields.
• At least fiver (5) 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.