VIRTUAL SALES ADVISOR

Bank of the Philippine Islands (BPI)


Date: 3 weeks 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

Home Care Scheduler (C-Level Executive Assistant Experience) | Work From Home, Make a Real Impact

ClearDesk, Remote
1 day ago
Want a remote role where your skills bring structure to busy teams, and your work truly helps people? At ClearDesk, you’ll get the flexibility to work from home, the stability of long-term placement, and the chance to be part of something that actually matters.Our Story Starts with People Like YouThe two founders, best friends, were running businesses that needed great...

Supply Chain Manager - Remote

Vault Cloud, Remote
1 week ago
Vault Cloud is the national leader of providing highly secure and scalable sovereign cloud capability to the Australian Government, National Intelligence Community and Critical Infrastructure sector. We pioneered the development of Australia’s only sovereign, hyperscale cloud with security at its core, being one of the first cloud organisations to be Australian Signals Directorate (ASD) certified and we continue to drive...

AI Video Creator & Automation Engineer (Remote)

Mode Mobile, Remote
1 week ago
Who We Are (Mode Mobile)Mode Mobile is the creator of EarnOS, a transformational software that turns ordinary smartphones into "EarnPhones". This innovation empowers users globally to monetize everyday mobile activities such as streaming, gaming, shopping, etc. We enable users to profit from their data and attention, rather than letting only tech giants benefit. What sets us apart is our inclusive...