86 Banking Sales jobs in the Philippines

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
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
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.

We are seeking a talented individual to join our Multinational 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.

Senior Client Executive responsible for the growth, profitability and client satisfaction of a book of business containing complex priority accounts.

We will count on you to:

• Client Relationship Management: Develop and maintain strong relationships with key clients across different regions, ensuring their needs are understood and met while fostering long-term partnerships.
• Strategic Account Planning: Create and implement strategic account plans that align with the overall business objectives of both the client and the organization, identifying opportunities for growth and expansion in various markets.
• Cross-Cultural Collaboration: Work effectively with diverse teams across multiple countries, facilitating communication and collaboration to ensure that client global programs are executed smoothly and meet local market requirements.
• Performance Monitoring and Reporting: Track and analyze client account performance metrics, preparing regular reports and presentations for stakeholders to demonstrate value delivered and identify areas for improvement.

What you need to have:

• Experience in Client Management: A proven track record of at least minimum 2-3 years in client-facing roles, preferably in a multinational environment, demonstrating the ability to manage complex client relationships and deliver results.
• Strong Communication and Interpersonal Skills: Excellent verbal and written communication skills, with the ability to engage and influence stakeholders at all levels, including senior executives, across different cultures and regions.
• Cultural Competence and Global Awareness: A deep understanding of cultural differences and business practices in various regions, along with the ability to navigate and adapt to diverse working environments effectively.
• Strategic Thinking and Problem-Solving Abilities: Strong analytical skills with the ability to develop strategic plans, identify opportunities for growth, and solve complex problems, ensuring alignment with both client and organizational goals.
• Multi-tasking Skills: Strong organizational skills to keep track of various tasks and ability to prioritize tasks and allocate time efficiently.

What makes you stand out?

• Educational background: Preferably a graduate of any business administration course, or a related field, as it may provide deeper insights into strategic management and global market dynamics.
• Strong leadership skills. Able to make informed decisions promptly, even under pressure and weigh options carefully but are not afraid to take action when necessary.
• Result oriented. Ability to deliver quality and consistently strong results.

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.

R_

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

This job is with Marsh McLennan, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
We are seeking a talented individual to join our Multinational 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.

Senior Client Executive responsible for the growth, profitability and client satisfaction of a book of business containing complex priority accounts.

We Will Count On You To

• Client Relationship Management: Develop and maintain strong relationships with key clients across different regions, ensuring their needs are understood and met while fostering long-term partnerships.
• Strategic Account Planning: Create and implement strategic account plans that align with the overall business objectives of both the client and the organization, identifying opportunities for growth and expansion in various markets.
• Cross-Cultural Collaboration: Work effectively with diverse teams across multiple countries, facilitating communication and collaboration to ensure that client global programs are executed smoothly and meet local market requirements.
• Performance Monitoring and Reporting: Track and analyze client account performance metrics, preparing regular reports and presentations for stakeholders to demonstrate value delivered and identify areas for improvement.

What You Need To Have

• Experience in Client Management: A proven track record of at least minimum 2-3 years in client-facing roles, preferably in a multinational environment, demonstrating the ability to manage complex client relationships and deliver results.
• Strong Communication and Interpersonal Skills: Excellent verbal and written communication skills, with the ability to engage and influence stakeholders at all levels, including senior executives, across different cultures and regions.
• Cultural Competence and Global Awareness: A deep understanding of cultural differences and business practices in various regions, along with the ability to navigate and adapt to diverse working environments effectively.
• Strategic Thinking and Problem-Solving Abilities: Strong analytical skills with the ability to develop strategic plans, identify opportunities for growth, and solve complex problems, ensuring alignment with both client and organizational goals.
• Multi-tasking Skills: Strong organizational skills to keep track of various tasks and ability to prioritize tasks and allocate time efficiently.

What makes you stand out?

• Educational background: Preferably a graduate of any business administration course, or a related field, as it may provide deeper insights into strategic management and global market dynamics.
• Strong leadership skills. Able to make informed decisions promptly, even under pressure and weigh options carefully but are not afraid to take action when necessary.
• Result oriented. Ability to deliver quality and consistently strong results.

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