Client Engagement Officer
Security Bank Corporation
Date: 2 weeks ago
City: Makati City
Contract type: Full time
The Role
As a Client Engagement Officer you will be responsible for engaging Business Banking clients through voice and digital channels to drive product sales, deliver portfolio actions or comply with internal requirements.
How you'll contribute
Security Bank is one of the Philippines’ best capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking. We’re recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.
Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes’ World’s Best Employers 2023 list.
As a Client Engagement Officer you will be responsible for engaging Business Banking clients through voice and digital channels to drive product sales, deliver portfolio actions or comply with internal requirements.
How you'll contribute
- Drive Sales – Proactive outbound calling to existing customers to introduce and promote full Business Banking product and service suite. Depending on product, sales may be directly closed by job holder or referred to on-location sales team to close.
- Customer Engagement – Ensure periodic contact with Business Banking clients to build relationship, verify contact details, gather market intelligence and create sales opportunity. Perform welcome calls or new product confirmation calls.
- Market Intelligence – Gather market trends or client insights (e.g. wallet sizing) in the course of conducting outbound calls. This will aid in needs or risk identification.
- Service Excellence – In the event customer engagement led to the identification of a service issue, raise the relevant incident ticket for resolution and where possible, monitor till closure.
- Anti Attrition / Win Back – As part of Business Banking’s regular campaign, initiate service calls to reactivate existing or win-back past clients
- Bachelor's degree in Business Administration, Financial Management, Economics, Marketing or other related fields
- Candidates should have at least 3 years of relevant experience
- Working knowledge of banking and financial products, especially loans, an advantage
Security Bank is one of the Philippines’ best capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking. We’re recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.
Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes’ World’s Best Employers 2023 list.
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