VIRTUAL SALES ADVISOR

Bank of the Philippine Islands (BPI)


Date: 1 day ago
City: Remote
Contract type: Full time
Remote
The Virtual Sales Advisor (VSA) 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

Virtual Assistant - Bookkeeping & Event Inquiries

Fresh Prints, Remote
2 days ago
Virtual Assistant: Bookkeeping & Event InquiriesAbout Frontier:At Frontier, we help companies grow full-time, cross-functional teams abroad. We hire the smartest people, and we place them in the best companies. We have placed over 800 hires across 50 different US based startups and high growth companies.About Rose Gold:Rose Gold Presents is a premier event production company known for curating unforgettable experiences....

Virtual Assistant Team Lead

Magic, Remote
1 week ago
About MagicMagic is a leading modern outsourcing platform that connects SMBs to high-quality remote workers, from SDRs to virtual assistants and more. With roots in Silicon Valley, and backing from top venture capitalists, our workers are supercharged with a combination of the latest AI technology and training.BackgroundOur company came out of Y Combinator in 2015. Since then we've grown to 1000+ remote workers,...

Representative, Talent Acquisition

Concentrix, Remote
1 week ago
Job Title:Representative, Talent AcquisitionJob DescriptionThe Representative Talent Acquisition ensures that staffing requirements are met to identify, attract and onboard top talent to efficiently and effectively meet dynamic business needs. This position is responsible for providing administrative and clerical support to support recruiting activities.Essential Functions/Core ResponsibilitiesResponsible for assisting with the administration of recruitment programsReceive, screen, and file incoming resumes, background and...