The Role
As a Sales Officer, you are responsible for generating the target revenue by offering or delivering financial services or products to MSME customers either through sourcing your own leads and/or working with brokers accredited by Business Banking and Home Loans and agents accredited by SBF. The role requires organizing visibility of all touchpoints, closely engaging the brokers to maximize their referrals, and tracking their production in line with the Bank’s reward system for Brokers in general. The responsibility also includes providing BetterBanking quality of service to the Brokers’ clients for opportunities to expand relationships without Broker involvement.
How you'll contribute
* Sells the Bank’s MSME products through the different broker groups within the Bank to meet monthly sales targets. Ensures proper execution, pre-screening/KYC, and closing of transactions for the brokers’ clients.
* Implements marketing programs, showcases, sales blitzes, and other campaigns. Leads the cadence for the Broker Awarding events and ensures the Business Banking Support Team tracks the production of the Brokers for the rewards.
* Provides regular updates to partners regarding their performance, new product offers, promotions, policies, processes, and turnaround time.
* Conducts product training, orientation, or refreshers to the brokers, including MSME education or financial literacy seminars.
* Conducts sales calls on own leads or broker leads.
* Performs the regulatory AMLA/Beneficial Ownership due diligence on corporate accounts referred by Brokers who are not yet SBC depositors, applicable to loan amounts P5M and above.
* Identifies own training needs to further enhance product knowledge, customer service skills, and handling of difficult situations and rejections.
What we’re looking for
* College graduate with a degree in Business Administration, Financial Management, Economics, Marketing, or other related fields.
* Minimum of 3 years of experience in commercial or business lending with a bank.
* Strong background/experience in mortgage/home loans.
* Experience in Credit and mortgage training, financial analysis, communication and presentation skills, sales (hunter), and AMLA due diligence knowledge and skills.
About Security Bank
Security Bank is one of the Philippines’ best-capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking. We’re recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.
Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes’ World’s Best Employers 2023 list.
At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): “YOU matter.”
Start your BetterBanking career with us today. #J-18808-Ljbffr