76 Banking Sales jobs in the Philippines

The Role

As a
Sales Officer for Business Banking (Ilocos Norte),
you are responsible for generating the target revenue by offering or delivering the financial services or products to the MSME customers either thru sourcing of own leads and/or working with brokers accredited by Business Banking and Home Loans and agents accredited by SBF. The role requires organizing visibility of all touchpoints, closely engaging the brokers to maximize their referrals, and tracking their production in line with the Bank's reward system for Brokers in general. The responsibility also includes giving BetterBanking quality of service to the Brokers' clients for opportunities to expand relationships sans the Broker involvement.

How you'll contribute

• Sells the Bank's MSME products thru the different broker groups within the Bank to meet monthly sales targets. Ensures proper execution, pre-screening/KYC, and closing of transactions for the brokers' clients.
• Implements marketing programs, showcases, sales blitzes, and other campaigns. Leads the cadence for the Broker Awarding events and ensures the Business Banking Support Team tracks the production of the Brokers for the rewards.
• Gives regular updates to partners as to their performance, new product offers, promotions, policies, processes, and turnaround time.
• Conducts product training, orientation, or refreshers to the brokers. These include the conduct of MSME education or financial literacy seminars.
• Conducts sales calls on own leads or broker leads
• Performs the regulatory AMLA/Beneficial Ownership due diligence on corporate accounts referred by Brokers who are not yet SBC depositors. Applicable to loan amounts P5M and above.
• Looks out for own training needs to further enhance product knowledge and skills and aptitude in customer service and handling of difficult situations and rejections

What we're looking for

• With minimum of 1 year experience in Sales and Lending
• Willing to do field work to meet clients
• Bachelor's Degree in any field

About Security Bank

Security Bank is one of the Philippines' best capitalized private domestic universal banks.

Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking. We're recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.

Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes' World's Best Employers 2023 list.

At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): "YOU matter."

Start your BetterBanking career with us today.

The Role

As a
Sales Officer for Business Banking (CDO),
you are responsible for generating the target revenue by offering or delivering the financial services or products to the MSME customers either thru sourcing of own leads and/or working with brokers accredited by Business Banking and Home Loans and agents accredited by SBF. The role requires organizing visibility of all touchpoints, closely engaging the brokers to maximize their referrals, and tracking their production in line with the Bank's reward system for Brokers in general. The responsibility also includes giving BetterBanking quality of service to the Brokers' clients for opportunities to expand relationships sans the Broker involvement.

How you'll contribute

• Sells the Bank's MSME products thru the different broker groups within the Bank to meet monthly sales targets. Ensures proper execution, pre-screening/KYC, and closing of transactions for the brokers' clients.
• Implements marketing programs, showcases, sales blitzes, and other campaigns. Leads the cadence for the Broker Awarding events and ensures the Business Banking Support Team tracks the production of the Brokers for the rewards.
• Gives regular updates to partners as to their performance, new product offers, promotions, policies, processes, and turnaround time.
• Conducts product training, orientation, or refreshers to the brokers. These include the conduct of MSME education or financial literacy seminars.
• Conducts sales calls on own leads or broker leads
• Performs the regulatory AMLA/Beneficial Ownership due diligence on corporate accounts referred by Brokers who are not yet SBC depositors. Applicable to loan amounts P5M and above.
• Looks out for own training needs to further enhance product knowledge and skills and aptitude in customer service and handling of difficult situations and rejections

What we're looking for

• With minimum of 1 year experience in Sales and Lending
• Willing to do field work to meet clients
• Bachelor's Degree in any field

About Security Bank

Security Bank is one of the Philippines' best capitalized private domestic universal banks.

Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking. We're recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.

Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes' World's Best Employers 2023 list.

At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): "YOU matter."

Start your BetterBanking career with us today.

The Role

As a
Senior Sales Officer for Business Banking (La Union),
you are responsible for delivering assigned targets for loans and non-lending products. While delivering sales targets, the Senior Sales Officer will need to ensure internal process and regulatory requirements are adhered to, as well as maintain good working relationship with assigned Area and Branch colleagues or source own accounts referrals, if needed.

How you'll contribute

• Sells the Bank's Business Banking products, but not limited through, branch and client engagement leads to meet monthly targets while ensuring target portfolio quality is met.
• IProactively conduct sales related activities to referred or own leads. Record leads in relevant system for productivity tracking
• Ensure application are properly executed as per internal process. This covers all governance related processes including AML checks and documentation matters.
• Work with Sales Leaders to implement road shows, marketing programs or product campaigns with key partners to generate sales leads
• Complete individually required training and competency activities. Participate in engagement and other related activities.
• Timely engage key stakeholders to update them on new developments, new opportunities or to escalate issues in relevant business forums

What we're looking for

• College graduate with a degree in Business Administration, Financial Management, Economics, Marketing or other related fields
• With a minimum of 5 years of sales experience SME lending
• Must have a strong solid understanding of direct/indirect lending products and practices and has credit experience handling a diverse loan portfolio
• Knowledgeable in evaluating credit worthiness by processing loan applications and documentation as well as other types of loans and other financial services

About Security Bank

Security Bank is one of the Philippines' best capitalized private domestic universal banks.

Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking. We're recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.

Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes' World's Best Employers 2023 list.

At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): "YOU matter."

Start your BetterBanking career with us today.

We are seeking a talented individual to join our Client Relationship Management Team at Marsh. This role will be based in Philippines. This is a hybrid role that has a requirement of working at least three days a week in the office.

Client managers are responsible for the growth, profitability, and client satisfaction of a book of business containing complex priority accounts. Client managers "deliver the firm" by aligning client strategies and needs to MMC's capabilities and resources.

We will count on you to:

• Serves as first point of contact for day-to-day communication with numerous and/or complex accounts, follows up on correspondences and manages/maintains communications.
• Develops and communicates an understanding of client businesses by conducting and analyzing client research, research on industry issues, preparing benchmarking studies and creating risk maps for internal and external use.
• Supports colleagues by managing day-to-day aspects for designated accounts and conducting ensuing account management tasks including completing billing transactional work, generating, and coordinating calendars and timelines, liaising between internal senior professionals and business accounts, and generally representing the business to ensure satisfaction, compliance and allow for senior level colleagues to focus on growth efforts.
• Manages account concerns or issues encountered and successfully addresses small and complex problems in a timely manner, applying judgement as to when and what to escalate up to senior colleagues.
• Collects insights and information on relationship satisfaction and reports results to senior colleagues offering context and suggestions when needed to best ensure account satisfaction and retention.
• Begins to build relationships with professional counterparts at client organizations.
• Maintains a fluency in the Company's various service offerings and market trends to enrich work performed and develop sales capabilities.

What you need to have:

• Bachelor Degree
• At least 3 years of experience in similar field of client facing, account handling experience
• Team player

What makes you stand out?

• Able to manage and develop client relationship
• Experience with business development and expanding and diversifying the business

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit , or follow on LinkedIn and X.

Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

The position is primarily responsible for providing support to the Department Head in managing and maintaining business relationships with corporate partners.

Duties and Responsibilities:

• Maintains complete and detailed knowledge of all company products and services.
• Informs existing and new corporate partners on the benefits and features of the new products and services offerings.
• Promote high-quality sales and service to ensure client satisfaction.
• Provides active response and engaged consultation to strengthen client relationships and connection.
• Attends to client complaints and takes the first step to resolve the issue
• Helps in facilitating client satisfaction survey/interview and recommends ways of improving client satisfaction.
• Forwards upselling and cross-selling opportunities to other sales units.

Qualifications:

• Graduate of any four (4) year course
• At least two (2) years of related work experience in any related field
• Can deal and manage at least 10 bank partner's on-boarding processing and documentation in 6 months
• With strong ability to communicate, present and influence key stakeholders at all levels of an organization
• Willing to work in Makati

The position is primarily responsible for providing support to the Department Head in managing and maintaining business relationships with corporate partners.

Duties And Responsibilities

• Maintains complete and detailed knowledge of all company products and services.
• Informs existing and new corporate partners on the benefits and features of the new products and services offerings.
• Promote high-quality sales and service to ensure client satisfaction.
• Provides active response and engaged consultation to strengthen client relationships and connection.
• Attends to client complaints and takes the first step to resolve the issue
• Helps in facilitating client satisfaction survey/interview and recommends ways of improving client satisfaction.
• Forwards upselling and cross-selling opportunities to other sales units.

Qualifications

• Graduate of any four (4) year course
• At least two (2) years of related work experience in any related field
• Can deal and manage at least 10 bank partner's on-boarding processing and documentation in 6 months
• With strong ability to communicate, present and influence key stakeholders at all levels of an organization
• Willing to work in Makati

ROLES AND RESPONSIBILITIES

Sales & Marketing

• Assists the Product Manager in managing the entire product line life cycle from strategic planning to tactical activities.
• Actively works toward achieving the product/brand sales and bottom-line projections.
• Establishing arrangements for new distribution channels, partnerships, or promotional tie-ups to achieve the brand/product projections.
• Responsible for reviewing relevant product data to ensure that the channels and intermediaries are kept up to date on new developments regarding the companies or competitors' products.
• Act as point of first reference for all product related enquiries and work collaboratively with colleagues in Operations, Distribution Channels, Accounting/Finance, Actuarial, IT/KIM, Marketing Services and Communication, and all others
• Develops strategies to identify potential partners.
• Facilitates the creation and presentation of proposals and programs for the potential partner.
• Identifies and/or creates processes specific to the partnership in coordination with partners and concerned units.
• Drafts and finalizes Memorandum of Agreement for the partnership.
• Prepares/gathers all requirements specific to the partnership.
• Conducts orientation/training to partners to ensure effective management of the program.
• Assists in product development.

Partnership Relationship Management

• Oversees the handling of partner's requirements.
• Ensures that set standards are observed in handling and processing endorsements and claims.

Billing & Collection

• 1Oversees reconciliation of enrollments vs. premiums received.
• Monitors premium receivables and follows up partner institutions on payment of their outstanding accounts.
• Ensures timely reporting of accounts receivables.

Renewals

• Monitors expiring policies.
• Coordinates with Actuarial Team on the pricing of the expiring policies.
• Attends to queries in cases there are changes in the renewal premiums. Presents options to clients to retain accounts.

Establishing and Monitoring Standards

• Establishes and reviews processes and turnaround times to meet customers' needs/expectations.
• Ensures consistent compliance with established processes and standards through proper monitoring, review and updating of control mechanisms.

QUALIFICATIONS

• Graduate of a bachelor's degree course in Agriculture
• At least three years' experience in Sales and/or Marketing
• Proficient in the use of Microsoft Word, Excel and PowerPoint and Canva.
• Above average English communication skills both oral and written.

We are seeking a talented individual to join our Client Relationship Management Team at Marsh. This role will be based in Philippines. This is a hybrid role that has a requirement of working at least three days a week in the office.

Client managers are responsible for the growth, profitability, and client satisfaction of a book of business containing complex priority accounts. Client managers "deliver the firm" by aligning client strategies and needs to MMC's capabilities and resources.

We will count on you to:

• Serves as first point of contact for day-to-day communication with numerous and/or complex accounts, follows up on correspondences and manages/maintains communications.
• Develops and communicates an understanding of client businesses by conducting and analyzing client research, research on industry issues, preparing benchmarking studi We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Hong Kong. This is a hybrid role that has a requirement of working at least three days a week in the office.

What can you expect?

• We are currently seeking to add to our investment and retirement consulting team. Based in Hong Kong, this role will oversee the delivery of client work, lead client accounts and support business development activities.
• The role reports to the Head of Wealth for Hong Kong, and will serve clients in Hong Kong & Macau, South Korea, Taiwan and Philippines.
• In this role as Senior Consultant, you will lead projects relating to pension and retirement needs of corporate and government clients, and help to grow the business through networks and active business development. The projects will cover solutions such as setting up new pension plans, actuarial valuations, selection of pension related vendors such as trustee, pension administrator and master trust providers.

We will count on you to:

• Lead client delivery with close management of team effort, focusing on high quality output and in a time efficient approach.
• Develop as the subject-matter expert internally and externally in key topics related to Mercer Wealth's solutions. Develop good understanding of Mercer methods and tools so to coach junior members in completing assignments efficiently.
• Attend to day-to-day enquiries from clients or internal counterparts in a responsive manner.
• Participate in business development activities by driving new business proposals, develop deep client relationships and extending client interests to other Health, Wealth and Career solutions.
• Interact with internal local and regional team members to contribute to collaborative culture.
• Member of Hong Kong Wealth leadership team, with 3-4 reporting lines.

What you need to have:

• 7-8 years of experience in pension advisory industry which includes client-facing duties, for example through serving in-house pension plan, working in a pension provider or individual financial advisor.
• Accustomed to carrying out analytical/numerical responsibilities.
• Sound project management and coaching skills, able to plan ahead to achieve project milestones and execute in a timely manner with strong commitment on quality.
• Ability to articulate complex and technical information in layman and concise ways through written and verbal communication.
• Good command on MS Office applications (MS-Excel, MS-Word, Outlook). Strong IT skills and the ability to learn new systems quickly.
• Strong language capabilities in English and Cantonese. Mandarin would be an added advantage.
• Academic and professional qualifications to include numerate subjects such as mathematics, engineering, computer science, actuarial science, finance, economics.
• Acuarial associate or actuarial fellow.

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit , or follow on LinkedIn and X.

Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

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