Virtual Financial Coach

Bank of the Philippine Islands (BPI); Makati; On-site; PHP 290,000 - 424,000; Full time

Job summary

Bank of the Philippine Islands (BPI) invites applications for a Virtual Financial Coach within NEXT by BPI Preferred. The role focuses on understanding client needs, delivering financial advice on investments, loans, and savings products, and promoting financial literacy through virtual channels.

The successful candidate will handle inbound engagements, identify sales opportunities, and use CRM tools to manage client interactions, ensuring a superior customer experience across digital channels.

Qualifications

• Bachelor's degree in business-related field is required.
• Minimum 2 years in banking, sales, marketing or client relationship management.
• Strong communication and customer service skills; proven cross-selling ability.

Responsibilities

• Handle inbound calls and virtual engagements for NEXT by BPI Preferred clients.
• Provide financial advice and product recommendations based on client goals.
• Identify sales opportunities through client profiling and needs assessment.
• Use Salesforce, Talkdesk and other tools to capture client insights and manage interactions.
• Promote financial literacy and support clients in achieving financial goals.
• Acquire new-to-bank and new-to-segment clients through virtual and omnichannel channels.
• Facilitate referrals to Virtual Store teams for seamless client experience.
• Cross-sell banking products while maintaining strong client relationships.

Skills

Communication

Customer service

Cross-selling

Needs assessment

Analytical thinking

Education

Bachelor's degree in business

Tools

Salesforce

Talkdesk

CRM tools

Job description

The Virtual Financial Coach manages inbound client engagements for NEXT by BPI Preferred, providing financial advice on investments, loans, credit cards, insurance, and savings products. The role focuses on understanding client needs, promoting financial literacy, recommending appropriate solutions, and delivering an excellent customer experience through virtual channels.

Responsibilities:

• Handle inbound calls and virtual engagements for NEXT by BPI Preferred clients.
• Provide financial advice and product recommendations based on clients' goals and needs.
• Identify sales opportunities through effective client profiling and needs assessment.
• Use Salesforce, Talkdesk, and other tools to capture client insights and manage interactions.
• Promote financial literacy and support clients in achieving their financial goals.
• Acquire new-to-bank and new-to-segment clients through virtual and omnichannel channels.
• Facilitate referrals to Virtual Store teams and ensure a seamless client experience.
• Cross-sell relevant banking products and services while maintaining strong client relationships.

Qualifications:

• Bachelor's Degree in any business-related course.
• At least 2 years of banking experience, preferably in sales, marketing, or client relationship management.
• Strong communication, customer service, and cross-selling skills.
• Ability to identify client needs and recommend suitable financial solutions.
• Knowledge of banking products and Account Profitability Analysis (APA).
• Strong analytical, problem-solving, and decision-making skills.
• Proficiency in CRM and customer engagement tools (e.g., Salesforce, Talkdesk).