External Job Description Branch Sales Officer - NMMR 1. Business Generation: • Expands customer base by identifying potential clients and converting leads into new to bank customers. • Deepens customer engagement by facilitating multi-product sales offering and presentation and providing unique solutions to enhance loyalty and retention. • Promotes brand awareness and product penetration by identifying sales opportunities through constant customer visits and business development activities. • Ensures complete endorsement of the solicited accounts to the branch for continuous development and relationship building by creating a clear line of communication between the client and branch officers and staff. • Solicits referral by actively engaging both new and existing client base. • Builds synergy and collaboration among team members and other partner units to improve our products and services. • Conducts competitor scan and provides management periodic updates based on customer feedback and market trends. 2. Risk Mitigation and Regulatory Compliance: • Minimizes risk on account opening by strengthening verification processes on submitted documents to ensure legitimacy of accounts. • Adheres to “Know Your Customer” and Anti-Money Laundering policies by closely coordinating with Branch Officers on latest banking regulations and company policies. • Mitigates fraud by thoroughly conducting background checks on clients and report any suspicious transactions immediately. 3. Customer Centricity: • Expedites the resolution of customer queries and complaints by responding and escalation of concerns on a timely manner. • Maintains strong customer relationships by providing after sales support using the Needs Identification Compass.

Branch Sales Officer, North Metro Manila Region (Caloocan, Philippines) @ MBTCHCM

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