Branch Sales Officer (Area 30-Central Visayas 2)

<p class="MsoNormal"><b><span style="font-size:10pt;">POSITION TITLE</span></b><span style="font-size:10pt;"> :<b> ​ SALES OFFICER</b>​ </span></p><p></p> <p class="MsoNormal"><b><span style="font-size:10pt;">REPORTS TO</span></b><span style="font-size:10pt;"> : ​<b>BUSINESS MANAGER</b> ​ </span></p><p></p> <p class="MsoNormal"><b><span style="font-size:10pt;">DIRECTLY SUPERVISES</span></b><span style="font-size:10pt;"> : <b>N/A</b></span></p><p></p> <p class="MsoNormal"><b><span style="font-size:10pt;">UNIT / DEPARTMENT</span></b><span style="font-size:10pt;"> : <b>ASSIGNED BRANCH </b>/ <b>ASSIGNED AREA</b>​ </span></p><p></p> <p class="MsoNormal"><b><span style="font-size:10pt;">DIVISION/GROUP</span></b><span style="font-size:10pt;"> :<b> ASSIGNED REGION / BRANCH BANKING GROUP</b> </span></p><p></p> <p class="MsoNormal"><span style="font-size:10pt;"> </span></p><p></p> <p class="MsoNormal"><span style="font-size:10pt;"> </span></p><p></p> <p class="MsoNormal"><b><span style="font-size:10pt;">JOB SUMMARY</span></b><span style="font-size:10pt;"> </span></p><p></p> <p class="MsoNormal"><span style="font-size:10pt;"> </span></p><p></p> <p class="MsoNormal"><span style="font-size:10pt;">The <b>Sales Officer</b> ensures the achievement of his/her business outcomes by strategically executing sales plans and activities. He/She addresses the banking requirements of those in the targeted market segment by aligning client requirements with the Bank’s products and services. </span></p><p></p> <p class="MsoNormal"><span style="font-size:10pt;"> </span></p><p></p> <p class="MsoNormal"><b><span style="font-size:10pt;">PRINCIPAL DUTIES AND RESPONSIBILITIES</span></b></p><p><b></b></p><b></b> <p class="MsoNormal"><b><span style="font-size:10pt;"> </span></b></p> <p class="MsoNormal"><b><span style="font-size:10pt;">Client Relationship Management </span></b></p><p><b></b></p><b></b> <p class="MsoListParagraphCxSpFirst" style="margin-left:0.25in;text-indent:-0.25in;"><span style="font-size:10pt;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:10pt;">Builds and maintains strong client relationships through regular visits and financial reviews. Ensures customer satisfaction and retention with regular follow-up. Collaborates with partner units for successful cross-sells. <b> </b> </span></p><p></p> <p class="MsoListParagraphCxSpLast" style="margin-left:0.25in;"><span style="font-size:10pt;"> </span></p> <p class="MsoNormal"><b><span style="font-size:10pt;">Deal Management/Negotiation </span></b></p><p><b></b></p><b></b> <p class="MsoListParagraph" style="margin-left:0.25in;text-indent:-0.25in;"><span style="font-size:10pt;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:10pt;">Promotes and sells banking products and services, such as savings accounts, credit cards, and loans. Effectively presents bank products to grow the customer base. </span></p><p></p> <p class="MsoNormal"><span style="font-size:10pt;"> </span></p> <p class="MsoNormal"><b><span style="font-size:10pt;">Needs Analysis and Solution Matching </span></b></p><p><b></b></p><b></b> <p class="MsoListParagraph" style="margin-left:0.25in;text-indent:-0.25in;"><span style="font-size:10pt;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:10pt;">Conducts thorough needs analysis to accurately profile prospects and maximize their potential. Collects and verifies required documents for account openings and loan applications. </span></p><p></p> <p class="MsoNormal"><span style="font-size:10pt;"> </span></p> <p class="MsoNormal"><b><span style="font-size:10pt;">Market and Information Technology Adeptness </span></b></p><p><b></b></p><b></b> <p class="MsoListParagraph" style="margin-left:0.25in;text-indent:-0.25in;"><span style="font-size:10pt;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:10pt;">Maintains an effective system for record-keeping and data management. Stays proactive in response to industry competition, market conditions, and external factors, addressing threats while leveraging strengths and opportunities. </span></p><p></p> <p class="MsoNormal"><b><span style="font-size:10pt;"> </span></b></p> <p class="MsoNormal"><b><span style="font-size:10pt;">Financial Analysis </span></b></p><p><b></b></p><b></b> <p class="MsoListParagraph" style="margin-left:0.25in;text-indent:-0.25in;"><span style="font-size:10pt;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:10pt;">Meets or exceeds sales targets and goals. Monitors actual performance versus targets based on MIS reports. </span></p><p></p> <p class="MsoNormal"><span style="font-size:10pt;"> </span></p> <p class="MsoNormal"><b><span style="font-size:10pt;">Governance, Control, and Risk Management </span></b></p><p><b></b></p><b></b> <p class="MsoListParagraphCxSpFirst" style="margin-left:0.25in;text-indent:-0.25in;"><span style="font-size:10pt;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:10pt;">Adheres to policies and guidelines to avoid sanctions and reputational damage</span></p><p></p> <p class="MsoListParagraphCxSpLast" style="margin-left:0.25in;"><span style="font-size:10pt;"> </span></p> <p class="MsoNormal"><span style="font-size:10pt;">It is accepted and understood that the employee may perform other related tasks which may be assigned from time to time. </span></p><p></p> <p class="MsoNormal"><span style="font-size:10pt;"> </span></p><p></p> <p class="MsoNormal"><b><span style="font-size:10pt;">JOB QUALIFICATIONS</span></b><span style="font-size:10pt;"> </span></p><p></p> <p class="MsoNormal"><span style="font-size:10pt;"> </span></p><p></p> <p class="MsoNormal" style="margin-left:0.5in;"><b><span style="font-size:10pt;">Years of Work Experience</span></b><span style="font-size:10pt;">: 1 – 2 years </span></p><p></p> <p class="MsoNormal" style="margin-left:0.5in;"><span style="font-size:10pt;"> </span></p> <p class="MsoNormal" style="margin-left:0.5in;"><b><span style="font-size:10pt;">Educational Attainment/Required course</span></b><i><span style="font-size:10pt;"> (if applicable)</span></i><span style="font-size:10pt;">: Bachelor's Degree​ in Business Studies/Administration/Management, Commerce, Economics, Finance/Accountancy/Banking, Marketing </span></p><p></p> <p class="MsoNormal" style="margin-left:0.5in;"><span style="font-size:10pt;"> </span></p> <p class="MsoNormal" style="margin-left:0.5in;"><b><span style="font-size:10pt;">Required Certification/Professional License</span></b><span style="font-size:10pt;"> (<i>if applicable</i>): ​N/A</span></p><p></p> <p class="MsoNormal" style="margin-left:0.5in;"><b><span style="font-size:10pt;"> </span></b></p> <p class="MsoNormal" style="margin-left:0.5in;"><b><span style="font-size:10pt;">Field of Specialization</span></b><span style="font-size:10pt;"> (<i>if applicable</i>): Banking and Financial, Corporate Finance/Investment, Sales-Corporate, Sales-Retail, Sales-Financial Services, Marketing / Business Development </span></p><p></p> <p class="MsoNormal"><span style="font-size:10pt;"> </span></p><p></p> <p class="MsoNormal" style="text-indent:0.5in;"><b><span style="font-size:10pt;">Knowledge and Skills Requirement:</span></b></p><p><b></b></p><b></b> <p class="MsoListParagraphCxSpFirst" style="margin-left:1in;text-indent:-0.25in;"><span style="font-size:10pt;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:10pt;">SBC Leadership Capability Framework for Individual Contributors (Level 5)</span></p><p></p><p class="MsoListParagraphCxSpLast" style="margin-left:1in;text-indent:-0.25in;"><span style="font-size:10pt;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:10pt;">Functional Competencies:</span></p><p></p><p class="MsoHeader" style="margin-left:1.5in;text-indent:-0.25in;"><span style="font-size:10pt;font-family:'Courier New';">o<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:10pt;">Account Opening/Booking</span></p><p></p><p class="MsoHeader" style="margin-left:1.5in;text-indent:-0.25in;"><span style="font-size:10pt;font-family:'Courier New';">o<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:10pt;">Banking Products</span></p><p></p><p class="MsoHeader" style="margin-left:1.5in;text-indent:-0.25in;"><span style="font-size:10pt;font-family:'Courier New';">o<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:10pt;">Bank Policies & Procedures</span></p><p></p><p class="MsoHeader" style="margin-left:1.5in;text-indent:-0.25in;"><span style="font-size:10pt;font-family:'Courier New';">o<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:10pt;">Cross-Selling</span></p><p></p><p class="MsoHeader" style="margin-left:1.5in;text-indent:-0.25in;"><span style="font-size:10pt;font-family:'Courier New';">o<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:10pt;">Resilience</span></p><p></p><p class="MsoHeader" style="margin-left:1.5in;text-indent:-0.25in;"><span style="font-size:10pt;font-family:'Courier New';">o<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:10pt;">Sales Function: Branch Banking</span></p><p></p><p class="MsoListParagraphCxSpFirst" style="margin-left:1.25in;text-indent:-0.25in;"> </p><p class="MsoHeader" style="margin-left:1.5in;text-indent:-0.25in;"><span style="font-size:10pt;font-family:'Courier New';">o<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="font-size:10pt;">Understanding Customer Needs</span></p><p></p>