The Cash Management Sales Officer is responsible for making BPI the main operating bank of our corporate and business banking customers by enrolling them in our corporate digital banking platforms and cross-selling cash management (collections, disbursements, and liquidity) solutions.
- Ensure all corporate and business banking customers are enrolled in BPI's corporate digital banking platforms
- Collaborate with Relationship Managers and Branch Partners in identifying opportunities in the market. Conceptualizing sales activities, ensuring market exposure, and appropriately offering products and services which leads to market dominance in the assigned client coverage
- Balance profitability and business targets. Having foresight in ensuring that the overall business contributes to the bank's goal through a series of interconnected mix of pricing and product packages that is a win-win to the clients and the bank
- Conduct client calls and sales/marketing activities that are appropriate and relevant to the assigned clientele which leads to delighted and loyal customers
- Nurture client relationships by pro-actively identifying and understanding their needs and providing products and services that fulfills requirements and exceeds expectations
