Virtual Financial Coach & Client Solutions Advisor

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 391,000 - 670,000; Full time

Job summary

Bank of the Philippine Islands (BPI) seeks a Virtual Financial Coach to manage inbound client engagements for NEXT by BPI Preferred, offering financial guidance on investments, loans, cards, insurance, and savings via virtual channels.

The role emphasizes understanding client needs, promoting financial literacy, and cross-selling suitable banking solutions, while delivering an excellent customer experience through digital touchpoints.

Qualifications

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

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.

Skills

Communication

Customer service

Cross-selling

Analytical thinking

Problem-solving

Decision making

Education

Bachelor's degree in business-related field

Tools

Salesforce

Talkdesk

Job description

Bank of the Philippine Islands (BPI) seeks a Virtual Financial Coach to manage inbound client engagements for NEXT by BPI Preferred, offering financial guidance on investments, loans, cards, insurance, and savings via virtual channels.

The role emphasizes understanding client needs, promoting financial literacy, and cross-selling suitable banking solutions, while delivering an excellent customer experience through digital touchpoints.