SME Banking Telesales Specialist

Bank of the Philippine Islands (BPI); Makati; On-site; PHP 480,000 - 720,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking a Sales Specialist for SME to generate qualified opportunities by promoting deposits and digital banking products, and to document activities in Salesforce. You will engage SME clients and qualify needs to drive productive outcomes.

In this role, you will conduct outbound calls, qualify requirements, endorse leads to Product Specialists, and follow up across multiple channels to improve engagement and conversions while maintaining accurate records.

Qualifications

• Bachelor’s degree in relevant fields.
• 2–3 years experience in telesales, telemarketing, or business banking.
• Knowledge of Salesforce CRM and dialer systems.
• Strong sales, communication and presentation skills.

Responsibilities

• Conduct outbound calls and discovery conversations with SME clients to identify banking needs.
• Promote Corporate Checking Accounts, Maxi-One Accounts, BizLink Check Writing, P2M QR and other approved solutions to increase deposits.
• Qualify client requirements and endorse viable opportunities to Product Specialists for conversion and onboarding.
• Execute structured follow-up activities through calls, emails, SMS and Salesforce & Talkdesk workflows to improve client engagement and conversion outcomes.
• Maintain accurate documentation of client interactions, opportunities and productivity metrics in Salesforce and approved systems

Skills

Telesales

Sales & business development

Communication

Presentation

Client engagement

Education

Bachelor’s Degree in Business Administration, Marketing Management, Banking and Finance, Economics, Entrepreneurship or Mass Communication

Tools

Salesforce CRM

Talkdesk

Job description

Bank of the Philippine Islands (BPI) is seeking a Sales Specialist for SME to generate qualified opportunities by promoting deposits and digital banking products, and to document activities in Salesforce. You will engage SME clients and qualify needs to drive productive outcomes.

In this role, you will conduct outbound calls, qualify requirements, endorse leads to Product Specialists, and follow up across multiple channels to improve engagement and conversions while maintaining accurate records.