The
Cash Management Sales Officer is primarily 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.
Responsibilities
- Ensures all corporate and business banking customers are enrolled in BPI's corporate digital banking platforms.
- Collaborates 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.
- Balances 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.
- Conducts client calls and sales/marketing activities that are appropriate and relevant to the assigned clientele which leads to delighted and loyal customers.
- Nurtures client relationships by pro-actively identifying and understanding their needs and providing products and services that fulfills requirements and exceeds expectations.
Qualifications
- Bachelor's Degree in Business Administration, Marketing, Finance
- With 2 years experience in Sales and or Cash Management background from a preferred bank
- Working knowledge in various industries in the Philippines and their cash-flow structure
- With knowledge in Cash Management Products offered by banks
- Various work-related software like MS Office (i.e. Excel, Word and Powerpoint), ZOOM/WEBEX/MSTeams
