Branch Sales Officer

Job Description

Branch Sales Officer | Security Bank

The Tone:
This is a full-time sales role at Security Bank, located in a branch within the assigned region. Security Bank stands as one of the Philippines’ best capitalized private domestic universal banks, established in 1951 and publicly listed since 1995. The bank’s core businesses encompass retail, corporate, commercial, and business (MSME) banking. This role is pivotal for driving business growth by achieving sales deliverables and expanding the customer base through competent matching of client needs with the bank’s products and services. You will contribute to a company recognized as an Employer of Choice for its values-based culture and commitment to work-life balance.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person – Regional Branches

• Mission: Drive business growth and expand the customer base by achieving sales deliverables and competently matching client needs with Security Bank’s products and services.

What You’ll Actually Do
• Market Analysis: Maintain a proactive business stance by carefully analyzing industry competition, current market conditions, and other relevant external factors to effectively address potential threats and maximize identified strengths and opportunities.
• Client Relationship Management: Build strong, enduring relationships with existing customers by conducting regular visits and comprehensive reviews of their financial condition to identify and maximize future business prospects and expansion opportunities.
• Cross-selling: Establish and foster collaborative undertakings with internal partner units and groups, ensuring strong alignment and active participation that results in successful cross-selling initiatives.
• Prospect Profiling: Accurately profile new prospects through an objective assessment of their financial status and capabilities, which enables the bank to properly address their specific needs and maximize their long-term potential as clients.
• New Client Acquisition: Actively solicit and acquire new-to-bank customers by effectively presenting Security Bank’s diverse range of products and services as tailored solutions to meet their individual banking and financial needs, thereby substantially improving the overall customer base.
• Operational Support: Perform various other related tasks as may be assigned by management from time to time, ensuring flexibility and support for the overall operational effectiveness of the branch.

The Must-Haves
• Background: Graduate of any Bachelor’s Degree course. This role requires a professional equipped with foundational academic knowledge, suitable for developing and executing sales strategies.
• Experience: At least 5 years of strong sales experience obtained in any industry. Candidates must have practical experience in field work, new client acquisition, and existing client management.
• Skills: Must be highly mobile and willing to be assigned to any Security Bank branches within the designated region as needed. A resilient nature and a proactive, “go-getter” attitude are essential for success in this role.
• Bonus: Previous experience in a Branch Sales role is preferred, though not strictly required, indicating an advantage for those with direct banking sales background.