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Position Title: Sales Officer (Cash Management and Trade Solutions)


Job Summary:

Sells the Bank’s cash management and trade solutions to corporate clients. Participate in client presentations, trade exhibits, and other internal and external events. Understands the transactional banking needs of corporate/business clients and package/structure appropriate cash management and trade and sales solution(s).

  • Identifies opportunities to provide cash management and sale solutions within the target client market they are assigned to.
  • Effectively manage a healthy sales pipeline, and ensure opportunities are moved through the deal stages efficiently.
  • Conducts sales calls on target corporate clients to facilitate their enrollment to the bank’s cash management and trade solutions.
  • Briefs corporate clients on the functionalities and benefits of cash management and trade solutions.
  • Guides corporate clients through the accomplishment of documentary requirements and the enrollment process.
  • Provides corporate clients first-level support for products and service queries.
  • Conducts hands-on training for corporate clients’ assigned users as needed.
  • Coordinates resolution of problems and issues relating to corporate cash management and trade with concerned units.



  • 3-5 years experience in cash management and trade solutions
  • Can communicate effectively with internal and external stakeholders


Other Details:


Rank: Junior Officer (JAM - M)

Unit: Institutional Banking Sector – Institutional Transaction Banking Group

Office Location: Metrobank Plaza, Makati City