TELESALES OFFICER

Bank of the Philippine Islands (BPI); Philippines; On-site; PHP 250,000 - 450,000; Full time

Job summary

The Bank of the Philippine Islands (BPI) is seeking a Telesales Officer to generate qualified sales opportunities among SME clients. You will promote deposit and digital banking products, qualify client needs, and endorse leads to Product Specialists to drive onboarding.

Responsibilities include outbound calls and multi-channel follow-ups, maintaining records in Salesforce and Talkdesk, and ensuring accurate documentation of opportunities and productivity metrics.

Qualifications

• Bachelor's degree in a relevant field.
• 2–3 years of telesales, telemarketing, or business development experience.
• Knowledge of business banking products and CRM/dialer systems.
• Strong sales, communication and presentation skills.

Responsibilities

• Conduct outbound sales calls and discovery conversations with SME clients to identify banking needs and generate qualified opportunities.
• Promote Corporate Checking Accounts, Maxi-One Accounts, BizLink Check Writing, P2M QR, and other 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 engagement and conversion.
• Maintain accurate documentation of client interactions, opportunities, and productivity metrics in Salesforce and approved systems.

Skills

Sales & business development

Communication

Presentation

Education

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

Tools

Salesforce CRM

Talkdesk

Dialer systems

Job description

The Telesales Officer is 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.

Core Responsibilities

• Conducts outbound sales calls and discovery conversations with assigned SME clients to identify banking needs and generate qualified sales opportunities
• Promotes Corporate Checking Accounts, Maxi‑One Accounts, BizLink Check Writing, P2M QR, and other approved solutions to increase deposits and product penetration
• Qualifies client requirements and endorses viable opportunities to Product Specialists for conversion and onboarding
• Executes structured follow‑up activities through calls, emails, SMS, and Salesforce & Talkdesk workflows to improve client engagement and conversion outcomes
• Maintains 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 2–3 years of 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