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Branch Sales Officer, NORTH METRO MANILA REGION

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!

 

BRANCH SALES OFFICER

 

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 any of the following or related fields:

  • Business Administration
  • Marketing
  • Banking and Finance
  • Economics
  • Management
  • Communication

 

Licensure and/or Certification Required:

 

Not mandatory, but the following certifications are an advantage:

  • AMLA/KYC Training Certifications
  • Sales and Customer Service Certifications
  • Data Privacy and Compliance Training

 

Experience:

 

  • At least 2 to 3 years of experience in branch banking, sales, marketing, or customer relationship management
  • Experience in account acquisition, business development, cross-selling of financial products, and customer service
  • Exposure to bank regulatory compliance (KYC/AML) and familiarity with operational risk management in a financial institution

 

Job Competencies: - Knowledge Skills Abilities: 

 

  • Business Generation Prospecting - Ability to identify and contact potential customers in order to generate new business
  • Generates leads, qualifies prospects, and moves them through the sales pipeline
  • Guides colleagues in applying prospecting techniques
  • Sales Skills - Ability to persuade potential customers to purchase products or services
  • Excels in consultative selling, and closing sales
  • Achieves sales targets
  • Trains and mentors others in developing sales skills
  • Relationship Building - Ability to build connections with customers and lay the foundation for trust
  • Builds strategic and trusting relationships with a wide range of customers
  • Maximizes opportunities to get customer referrals for business generation
  • Trains and mentors others on effectively managing customer relationships
  • Market Insight - Ability to stay informed about market trends, competitor activities, and emerging opportunities
  • Seeks out competitor intelligence
  • Explains and monitors market trends

 

 

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