The
Sales Officer is responsible for driving customer acquisition and expanding BPI's presence beyond traditional banking channels through strategic partnerships and community-based sales initiatives. The role focuses on acquiring new-to-bank customers, promoting BPI's digital and retail banking solutions, and delivering an exceptional customer experience through proactive engagement and relationship building.
Major Responsibilities
- Implement customer acquisition initiatives to attract new-to-bank customers within the assigned area.
- Acquire quality accounts through area mapping, lead generation, and other sales activities, with a focus on:
- Digital Account Opening
- Credit Cards
- Personal and Retail Loans
- Insurance Products
- Develop and execute local sales and client acquisition strategies in collaboration with partner segments, products, and platforms.
- Conduct worksite presentations, marketing campaigns, and community engagement activities to generate leads and acquire new customers.
- Build and maintain strong relationships with partners, organizations, and prospective clients to support business growth.
- Assist customers throughout the onboarding process and ensure completion of required documentation and administrative requirements.
- Consistently deliver a positive customer experience while achieving sales and acquisition targets.
Qualifications
- Bachelor's degree in Accounting, Business Management, Banking and Finance, Marketing, Economics, Mathematics, Statistics, or related fields.
- At least three (3) years of experience in sales, marketing, business development, or customer acquisition.
- Strong presentation, communication, negotiation, and strategic marketing skills.
- Customer-focused, results-driven, and capable of building strong business relationships.
- Proficient in Microsoft Office applications.
