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Branch Operations Officer and Branch Sales Officer | Metro Manila

Be #InGoodHands with Metrobank

Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development.

With Metrobank, a meaningful life is within your reach!

 

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Position Title: Branch Operations Officer

 

 Job Summary:

  • Handles daily operations of the branch inn accordance with established policies, internal control and compliance to risk and regulatory requirements
  • Executes timely service to all customers and leads the capability building of the Customer Service Representatives (CSRs)
  • Helps the Branch Head achieve the business and profitability objectives of the branch
  • Identifies and contacts potential customers in order to generate new business
  • Demonstrates thoroughness and accuracy when accomplishing a specific task through concern for all areas involved
  • Understands and uses modern technology effectively

Role Exposure:

  • Willingness to be assigned to different branches or cover responsibilities of Reserved BOO as needed
  • Strong leadership and interpersonal skills
  • Excellent communication and decision-making abilities
  • High ethical standards, integrity, and professionalism
  • Able to work under pressure and handle multiple tasks
  • Physically and mentally fit to meet operational and client service demands

Qualifications:

  • Bachelor’s degree in Business Administration, Banking & Finance, Economics, or any related field
  • Master’s degree or relevant post- graduate studies is as advantage
  • Certifications in AML/KYC, Risk and Compliance, Leadership, Supervisory or People Management are preferred but not required
  • Minimum of 3-5 years of experience in branch banking operations, with at least 1 year in a supervisor or officer capacity
  • Must have handled functions such as approvals, teller and new accounts supervision, transaction monitoring, and compliance with audit and regulatory standards
  • Experience in customer complaint resolution, cross-selling of banking products, queue management, and ATM/CAM/CRM oversight is highly desirable

 

Office Location: -- Sta. Cruz, Binondo, Quiapo, Sta. Mesa or Sampaloc Area

 

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Position Title: Branch Sales Officer

 

Job Summary:

Business Generation: 

  • Expands customer base by identifying potential clients and converting leads into new to bank customers. 
  • Deepens customer engagement by facilitating multi-product sales offering and presentation and providing unique solutions to enhance loyalty and retention.
  • Promotes brand awareness and product penetration by identifying sales opportunities through constant customer visits and business development activities.
  • Ensures complete endorsement of the solicited accounts to the branch for continuous development and relationship building by creating a clear line of communication between the client and branch officers and staff.
  • Solicits referral by actively engaging both new and existing client base.
  • Builds synergy and collaboration among team members and other partner units to improve our products and services.
  • Conducts competitor scan and provides management periodic updates based on customer feedback and market trends.

 

Risk Mitigation and Regulatory Compliance:

  • Minimizes risk on account opening by strengthening verification processes on submitted documents to ensure legitimacy of accounts.
  • Adheres to “Know Your Customer” and Anti-Money Laundering policies by closely coordinating with Branch Officers on latest banking regulations and company policies.
  • Mitigates fraud by thoroughly conducting background checks on clients and report any suspicious transactions immediately.

 

Customer Centricity:

  • Expedites the resolution of customer queries and complaints by responding and escalation of concerns on a timely manner.
  • Maintains strong customer relationships by providing after sales support using the Needs Identification Compass.

 

QUALIFICATIONS: 

  • Bachelor's Degree in Business Administration, Marketing, Banking and Finance, Economics, Management, Communication, or any related field
  • Certifications are not required but are an advantage, such as:
    • AMLA/KYC Training Certifications
    • Sales and Customer Service Certifications
    • Data Privacy and Compliance Training
  • At least 2 to 3 years of experience in branch banking, sales, marketing, or customer relationship management
  • Proven experience in account acquisition, business development, cross-selling financial products, and customer service
  • Exposure to bank regulatory compliance (KYC/AML) and familiarity with operational risk management within a financial institution

 

Office Location: San Roque, Marikina and Katipunan 

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