TELESALES OFFICER

BPI (Bank of the Philippine Islands); Makati; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

BPI (Bank of the Philippine Islands) is seeking an SME Sales Specialist in Makati to generate qualified opportunities by engaging clients and promoting corporate deposits and digital banking solutions. You will qualify needs, endorse opportunities to Product Specialists, and drive follow-ups across calls, email, and SMS while maintaining Salesforce records.

The role requires 2–3 years in telesales or business banking, solid communication and presentation skills, and knowledge of

Qualifications

• Bachelor’s degree in Business Administration, Marketing, Banking & Finance, Economics, Entrepreneurship or Mass Communication.
• 2–3 years experience in telesales, telemarketing, contact center sales, business development, business banking, or customer acquisition.
• Knowledge in business banking products and Salesforce CRM, Talkdesk or similar dialer systems.
• Strong sales, communication and presentation skills.

Responsibilities

• Conduct outbound sales calls and discovery conversations with assigned SME clients to identify banking needs and generate qualified sales opportunities.
• Promote Corporate Checking Accounts, Maxi-One Accounts, BizLink Check Writing, P2M QR and other approved solutions to increase deposits and product penetration.
• 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

Sales

Communication

Presentation

Business development

Education

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

Tools

Salesforce

Talkdesk

Job description

Responsible for generating qualified sales opportunities by engaging SME clients, promoting deposit and digital banking products, qualifying client needs, endorsing leads to Product Specialists, conducting follow-ups across multiple channels, and maintaining accurate records in Salesforce and other approved systems.

Responsibilities:

• Conduct outbound sales calls and discovery conversations with assigned SME clients to identify banking needs and generate qualified sales opportunities.
• Promote Corporate Checking Accounts, Maxi-One Accounts, BizLink Check Writing, P2M QR and other approved solutions to increase deposits and product penetration.
• 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

Qualifications:

• Bachelor’s Degree in Business Administration, Marketing Management, Banking and Finance, Economics, Entrepreneurship or Mass Communication
• At least 2 to 3 years experience in telesales, telemarketing, contact center sales, business development, business banking, or customer acquisition
• Knowledge in business banking products, Salesforce CRM, Talkdesk or similar dialer systems
• Good skills in sales and business development, communication, and presentation