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Cash Management Sales Officer (Transaction Banking)

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Job Description


Be in good hands 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!

With Metrobank, a meaningful life is within your reach!

The Cash Management Sales Officer is responsible for driving the acquisition and growth of corporate clients by promoting the Bank's cash management and trade solutions. The role focuses on identifying business opportunities, building strong client relationships, and supporting clients throughout the onboarding and utilization of transactional banking products. Working closely with internal stakeholders, he/she contributes to revenue growth, client satisfaction, and the expansion of the Bank's institutional banking portfolio.

Responsibilities

  1. Identifies opportunities to provide cash management and trade solutions within the assigned target client market.
  2. Manages a healthy sales pipeline and ensures opportunities progress efficiently through the sales stages.
  3. Conducts sales calls on target clients to facilitate enrollment in the Bank's cash management and trade solutions.
  4. Briefs clients on the functionalities and benefits of cash management and trade solutions.
  5. Provides first-level support for product and service-related inquiries.
  6. Conducts hands-on training for clients assigned users, as needed.
  7. Coordinates the resolution of issues and concerns related to cash management and trade services with the relevant units.
  8. Monitors CASA ADB, fees, and account usage (volume and value) of onboarded deals and accounts under management.
  9. Tracks revenue performance of transactional banking clients following the implementation of cash management and/or trade solutions.

Qualifications

  1. At least three (3) years of experience managing corporate and commercial clients across diverse industries.
  2. Proven track record in prospecting and acquiring new clients, with a strong hunter mindset and focus on portfolio growth.
  3. Skilled in identifying opportunities and converting leads into profitable relationships through strategic pricing and tailored product solutions.
  4. Ability to balance profitability and business objectives while contributing to the Bank's overall growth strategy.
  5. Strong skills in financial analysis, negotiation, presentation, and communication; comfortable with cold calling, client meetings, and relationship-building.
  6. Strong commercial orientation with a focus on revenue generation and achievement of sales targets.
  7. Demonstrates grit, resilience, and persistence in achieving goals and closing deals.

Other Details

Unit: Institutional Transaction Banking Group

Office Location: BGC, Taguig City

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About Company

Job ID: 153448621

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