Virtual Financial Coach

The Virtual Financial Coach manages inbound client engagements for NEXT by BPI Preferred, providing financial advice on investments, loans, credit cards, insurance, and savings products. The role focuses on understanding client needs, promoting financial literacy, recommending appropriate solutions, and delivering an excellent customer experience through virtual channels.

Responsibilities:

• Handle inbound calls and virtual engagements for NEXT by BPI Preferred clients.
• Provide financial advice and product recommendations based on clients goals and needs.
• Identify sales opportunities through effective client profiling and needs assessment.
• Use Salesforce, Talkdesk, and other tools to capture client insights and manage interactions.
• Promote financial literacy and support clients in achieving their financial goals.
• Acquire new-to-bank and new-to-segment clients through virtual and omnichannel channels.
• Facilitate referrals to Virtual Store teams and ensure a seamless client experience.
• Cross-sell relevant banking products and services while maintaining strong client relationships.

Qualifications:

• Bachelor's Degree in any business-related course.
• At least 2 years of banking experience, preferably in sales, marketing, or client relationship management.
• Strong communication, customer service, and cross-selling skills.
• Ability to identify client needs and recommend suitable financial solutions.
• Knowledge of banking products and Account Profitability Analysis (APA).
• Strong analytical, problem-solving, and decision-making skills.
• Proficiency in CRM and customer engagement tools (e.g., Salesforce, Talkdesk).