Branch Sales Officer (Branch Banking)

Be #InGoodHands with Metrobank

Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career.

And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development.

With Metrobank, a meaningful life is within your reach!

Job Summary

Business Generation:

• Expands customer base by identifying potential clients and converting leads into new to bank customers.
• Deepens customer engagement by facilitating multi-product sales offering and presentation and providing unique solutions to enhance loyalty and retention.
• Promotes brand awareness and product penetration by identifying sales opportunities through constant customer visits and business development activities.
• Ensures complete endorsement of the solicited accounts to the branch for continuous development and relationship building by creating a clear line of communication between the client and branch officers and staff.
• Solicits referral by actively engaging both new and existing client base.
• Builds synergy and collaboration among team members and other partner units to improve our products and services.
• Conducts competitor scan and provides management periodic updates based on customer feedback and market trends.

Risk Mitigation and Regulatory Compliance:

• Minimizes risk on account opening by strengthening verification processes on submitted documents to ensure legitimacy of accounts.
• Adheres to Know Your Customer and Anti-Money Laundering policies by closely coordinating with Branch Officers on latest banking regulations and company policies.
• Mitigates fraud by thoroughly conducting background checks on clients and report any suspicious transactions immediately.

Customer Centricity:

• Expedites the resolution of customer queries and complaints by responding and escalation of concerns on a timely manner.
• Maintains strong customer relationships by providing after sales support using the Needs Identification Compass.

Qualifications

• Bachelor's Degree in Business Administration, Marketing, Banking and Finance, Economics, Management, Communication, or any related field
• Certifications are not required but are an advantage, such as AMLA/KYC Training Certifications, Sales and Customer Service Certifications, Data Privacy and Compliance Training
• At least 2 to 3 years of experience in branch banking, sales, marketing, or customer relationship management
• Proven experience in account acquisition, business development, cross-selling financial products, and customer service
• Exposure to bank regulatory compliance (KYC/AML) and familiarity with operational risk management within a financial institution