SALES ADVISOR (VIRTUAL STORES)

Bank of the Philippine Islands (BPI)


Date: 2 weeks ago
City: Quezon City
Contract type: Full time
The Sales Advisor (Virtual Stores) is responsible for engaging DAO clients of the Consumer Bank group in presenting relevant product solutions that align with the Bank’s growth objectives and goals. The Virtual Sales Advisor (VSA) also facilitates Virtual Account Opening (VAO) processes, ensuring seamless and compliant client onboarding experience.

Responsibilities

  • Engages DAO and VAO clients to present relevant product solutions through sales programs, engagements, virtual meetings or online appointments based on client’s needs, and fulfillment of service requests
  • Processes account opening of straight through VAO fallouts and ensures that all KYC and documentary requirements are complete and properly safekept or stored
  • Conducts Enhanced Due Diligence (EDD) for high-risk clients as required, ensuring appropriate risk assessments are performed
  • Endorses applications to appropriate business units for processing, and close monitors and provides regular updates on clients’ account opening or product application
  • Promotes the enrollment and active usage of the Bank’s digital channels and platforms, enhancing client convenience and engagement

Qualifications

  • Bachelor’s degree in any business related courses
  • Minimum of 2 years of experience in sales
  • Knowledge of sales management processes, policies, and procedures
  • Familiarity with the bank’s products and services
  • Strong interpersonal and communication skills for building client rapport and identifying financial needs
  • Cross-selling and customer service skills
  • Probing and spotting opportunities; skill in uncovering needs of clients during conversations
  • High level of integrity; Reliable and trustworthy; Takes accountability
  • Possesses good work ethics and positive attitude and behavior

How to apply

To apply for this job you need to authorize on our website. If you don't have an account yet, please register.

Post a resume

Similar jobs

Shopify/ E-Commerce Assistant

TalentPop App, Quezon City
3 days ago
Join TalentPop App as a Shopify / E-Commerce Assistant (Remote)Are you someone who thrives in the world of e-commerce and enjoys keeping operations smooth and organized? TalentPop App is on the lookout for a detail-oriented and driven individual to support our Shopify storefront. From keeping product listings polished to ensuring inventory flows without a hitch, you'll play a key role...

Recruiter (RPO)

IBM, Quezon City
2 weeks ago
IntroductionThe Recruiter is responsible for in–bound, active candidate processing which involves reviewing and screening candidate applications from a variety of sourcing channels and presenting the most qualified to be interviewed by the client.Recruiter may manage an individual requisition load, working directly with the Hiring Manager from discovery intake to offer negotiation or form part of a sourcing team, supplying active...

PH Registered Nurse Quezon City

Optum, Quezon City
3 weeks ago
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive...