Trust Sales Officer
RCBC
Date: 3 weeks ago
City: Cebu City
Contract type: Full time
Job Summary
- Generates additional Trust business volume and income for the Bank.
- Generates additional trust income by soliciting and opening new trust accounts and promotes the cross-selling of trust products in branches and other cross-selling partners
- Keeps abreast with updates on the Bank and BSP policies as stipulated in the Anti-Money Laundering and Terrorist Financing Prevention Program (MLPP) through circulars, required seminars/programs and adheres to said policies.
- Conducts proper Know-Your-Client (KYC) procedures and Customer Due Diligence (CDD) / Enhanced Due Diligence (EDD) depending on client's risk profile, for new accounts opened.
- Prepares short and long term marketing plans, which set the thrust or emphasis of the team's selling and marketing activities.
- Conceptualizes, develops and launches new trust products and services in coordination with the Product Development Officer and performs product support and monitoring activities to ensure continued growth in volume.
- Three (3) years industry experience in any financial institution in a Marketing Officer capacity.
- Working knowledge of the various Trust products and services and the different regulations governing the Trust business. Familiarity and exposure to Portfolio Management and Financial Markets.
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 resumeSimilar jobs
CREDIT ANALYST ( CEBU CITY)
Bank of the Philippine Islands (BPI),
Cebu City
2 days ago
The Credit Analyst is primarily responsible for the evaluation and underwriting of retail loans which includes prescreening, income verification, residence verification and preparation of recommendation to approve, deny or defer the application while adhering to the Bank's credit guidelines and policies within the committed turn-around time.ResponsibilitiesConducts complete screening, income verification and residence verification on the parties to the loan.Prepares requests...
Recruitment Specialist II
TalentPop App,
Cebu City
2 weeks ago
At TalentPop, we help eCommerce brands scale with world-class customer support — and we’re growing fast. We’re looking for a detail-driven Recruitment Specialist II to join our team on a day-shift schedule. This role is all about identifying top candidates, streamlining recruitment processes, and ensuring a smooth experience for both applicants and our team.What You'll DoScreen resumes, cover letters, and...
Virtual Revenue Closing Expert
TalentPop App,
Cebu City
2 weeks ago
The Ultimate Remote Role for Sales Hunters: High Impact, High RewardsJoin TalentPop – Where Top Performers ThriveAre you tired of busywork? Ready to join a company where your primary job is simple: Generate Revenue and Get Rewarded for It. TalentPop partners with the fastest-growing e-commerce empires, and we need sharp, results-obsessed professionals to complete the sale. This is a fully...