VIRTUAL SALES ADVISOR

Bank of the Philippine Islands (BPI)


Date: 16 hours 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

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