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Business Manager

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<div title="header"><p align="left"><font size="2" style="font-size:11pt;"><font size="1" style="font-size:8pt;"> </font></font></p> <h2 style="margin-bottom:0.11in;line-height:108%;"></h2><table class="MsoNormalTable" border="0" cellspacing="0" cellpadding="0" style="border-collapse:collapse;"> <tbody><tr style="border-left:1px solid #000000;height:21.1pt;"> <td width="196" valign="top" style="width:147.15pt;padding:0in 5.4pt 0in 5.4pt;height:21.1pt;"> <h1><b><span style="font-size:10pt;">POSITION</span></b></h1> </td> <td width="19" valign="top" style="width:14.15pt;padding:0in 5.4pt 0in 5.4pt;height:21.1pt;"> <h1 style="text-align:center;"><b><span style="font-size:10pt;">:</span></b></h1> </td> <td width="505" valign="top" style="width:378.7pt;padding:0in 5.4pt 0in 5.4pt;height:21.1pt;"> <h1><b><span style="font-size:10pt;">BUSINESS MANAGER</span></b></h1> </td> </tr> <tr style="border-left:1px solid #000000;height:18.4pt;"> <td width="196" valign="top" style="width:147.15pt;padding:0in 5.4pt 0in 5.4pt;height:18.4pt;"> <h1><b><span style="font-size:10pt;">REPORTS TO</span></b></h1> </td> <td width="19" valign="top" style="width:14.15pt;padding:0in 5.4pt 0in 5.4pt;height:18.4pt;"> <h1 style="text-align:center;"><b><span style="font-size:10pt;">:</span></b></h1> </td> <td width="505" valign="top" style="width:378.7pt;padding:0in 5.4pt 0in 5.4pt;height:18.4pt;"> <h1><span style="font-size:10pt;">​<b>AREA HEAD</b></span><b><span style="font-size:10pt;"> </span></b></h1> </td> </tr> <tr style="border-left:1px solid #000000;height:21.1pt;"> <td width="196" valign="top" style="width:147.15pt;padding:0in 5.4pt 0in 5.4pt;height:21.1pt;"> <h1><b><span style="font-size:10pt;">DIRECTLY SUPERVISES</span></b></h1> </td> <td width="19" valign="top" style="width:14.15pt;padding:0in 5.4pt 0in 5.4pt;height:21.1pt;"> <h1 style="text-align:center;"><b><span style="font-size:10pt;">:</span></b></h1> </td> <td width="505" valign="top" style="width:378.7pt;padding:0in 5.4pt 0in 5.4pt;height:21.1pt;"> <h1><b><span style="font-size:10pt;">CUSTOMER ADVISOR, SALES OFFICER(S), SALES ASSOCIATE(S)</span></b></h1> </td> </tr> <tr style="border-left:1px solid #000000;height:18.4pt;"> <td width="196" valign="top" style="width:147.15pt;padding:0in 5.4pt 0in 5.4pt;height:18.4pt;"> <h1><b><span style="font-size:10pt;">UNIT / DEPARTMENT</span></b></h1> </td> <td width="19" valign="top" style="width:14.15pt;padding:0in 5.4pt 0in 5.4pt;height:18.4pt;"> <h1 style="text-align:center;"><b><span style="font-size:10pt;">:</span></b></h1> </td> <td width="505" valign="top" style="width:378.7pt;padding:0in 5.4pt 0in 5.4pt;height:18.4pt;"> <h1><b><span style="font-size:10pt;">ASSIGNED BRANCH / ASSIGNED AREA</span></b></h1> </td> </tr> <tr style="border-left:1px solid #000000;height:21.1pt;"> <td width="196" valign="top" style="width:147.15pt;padding:0in 5.4pt 0in 5.4pt;height:21.1pt;"> <h1><b><span style="font-size:10pt;">DIVISION / GROUP</span></b></h1> </td> <td width="19" valign="top" style="width:14.15pt;padding:0in 5.4pt 0in 5.4pt;height:21.1pt;"> <h1 style="text-align:center;"><b><span style="font-size:10pt;">:</span></b></h1> </td> <td width="505" valign="top" style="width:378.7pt;padding:0in 5.4pt 0in 5.4pt;height:21.1pt;"> <h1><b><span style="font-size:10pt;">ASSIGNED REGION / ASSIGNED BBG DISTRIBUTION / BRANCH BANKING </span></b></h1> </td> </tr> </tbody></table></div> <p class="western" align="justify"><br /> </p> <div> <table cellspacing="0" cellpadding="0" align="left"> <tbody><tr> <td valign="top" align="left" style="padding-top:0in;padding-right:2.25pt;padding-bottom:0in;padding-left:2.25pt;"> <p class="MsoHeader"><b><span style="font-size:10pt;">JOB SUMMARY</span></b><span style="font-size:10pt;"> </span></p><p></p> </td> </tr> </tbody></table><br /> </div><p class="western" align="justify"><span style="font-size:10pt;"><br /></span></p><div> <table cellspacing="0" cellpadding="0" align="left"> <tbody><tr> <td valign="top" align="left" style="padding-top:0in;padding-right:2.25pt;padding-bottom:0in;padding-left:2.25pt;"> <p class="MsoHeader"><span style="font-size:10pt;">The <b>Business Manager </b>ensures the achievement of the business deliverables of his/her branch assignment through the strategic implementation of sales initiatives and activities. Engages and motivates branch personnel to meet and exceed branch goals. He/She provides innovative and value-driven financial solutions to meet the banking needs of our target market. Oversees the branch’s overall performance, including sales, service delivery, profitability, and administrative, operational, and control functions.</span></p><p></p><p class="MsoHeader"><span style="font-size:10pt;"><br /></span></p> </td> </tr> </tbody></table> </div> <p class="western" align="justify"><br /> </p> <div> <table cellspacing="0" cellpadding="0" align="left"> <tbody><tr> <td valign="top" align="left" style="padding-top:0in;padding-right:2.25pt;padding-bottom:0in;padding-left:2.25pt;"> <p class="MsoHeader"><b><span style="font-size:10pt;">PRINCIPAL DUTIES AND RESPONSIBILITIES</span></b><span style="font-size:10pt;"></span></p><p></p> </td> </tr> </tbody></table><br /> </div><p class="western" align="justify"><span style="font-size:10pt;"><br /></span></p><p class="MsoNormal" style="text-align:justify;"><b><span style="font-size:10pt;">Business Acumen</span></b></p><p><b></b></p><b></b><p class="MsoNormal" style="text-align:justify;"></p><ul style="padding-left:2.5rem;"><li><span style="font-size:10pt;">Proactively addresses industry competition and market conditions to maximize strengths and opportunities, while managing branch profitability through business growth, income optimization, and expenditure control.</span></li></ul><p></p><p class="MsoNormal" style="text-align:justify;"><b><span style="font-size:10pt;"> </span></b></p><p class="MsoNormal" style="text-align:justify;"><b><span style="font-size:10pt;">Client Relationship Management</span></b></p><p><b></b></p><b></b><p class="MsoNormal" style="text-align:justify;"></p><ul style="padding-left:2.5rem;"><li><span style="font-size:10pt;">Build and maintain strong client relationships through regular visits and financial reviews. Ensure customer satisfaction and retention with regular follow-up. Collaborate with partner units for successful cross-sells.</span></li></ul><p></p><p class="MsoNormal" style="text-align:justify;"><b><span style="font-size:10pt;"> </span></b></p><p class="MsoNormal" style="text-align:justify;"><b><span style="font-size:10pt;">Deal Management/Negotiation</span></b></p><p><b></b></p><b></b><p class="MsoNormal" style="text-align:justify;"></p><ul style="padding-left:2.5rem;"><li><span style="font-size:10pt;">Promote and sell banking products and services, such as savings accounts, credit cards, and loans. Effectively present bank products to grow the customer base.</span></li></ul><p></p><p class="MsoNormal" style="text-align:justify;"><b><span style="font-size:10pt;"> </span></b></p><p class="MsoNormal" style="text-align:justify;"><b><span style="font-size:10pt;">Needs Analysis and Solution Matching</span></b></p><p><b></b></p><b></b><p class="MsoNormal" style="text-align:justify;"></p><ul style="padding-left:2.5rem;"><li><span style="font-size:10pt;">Conduct thorough needs analysis to accurately profile prospects and maximize their potential. Collect and verify required documents for account openings and loan applications.</span></li></ul><p></p><p class="MsoNormal" style="text-align:justify;"><b><span style="font-size:10pt;"> </span></b></p><p class="MsoNormal" style="text-align:justify;"><b><span style="font-size:10pt;">Complaints Management / Issue Resolution</span></b></p><p><b></b></p><b></b><p class="MsoNormal" style="text-align:justify;"></p><ul style="padding-left:2.5rem;"><li><span style="font-size:10pt;">Addresses customer issues and complaints by taking actions and providing solutions to retain customers and encourage patronage and loyalty</span></li></ul><p></p><p class="MsoNormal" style="text-align:justify;"><b><span style="font-size:10pt;"> </span></b></p><p class="MsoNormal" style="text-align:justify;"><b><span style="font-size:10pt;">Information Administration and Financial Analysis</span></b></p><p><b></b></p><b></b><p class="MsoNormal" style="text-align:justify;"></p><ul style="padding-left:2.5rem;"><li><span style="font-size:10pt;">Monitors and reviews actual performances versus targets based on MIS reports to determine the percentage of achievement and plans actions with respective team members to close gaps.</span></li><li><span style="font-size:10pt;">Adheres to management directives on record keeping by devising an effective system of filing and maintenance of documents, correspondences and customer information resulting in an accurate, up to date and readily available data</span></li></ul><p></p><p class="MsoNormal" style="text-align:justify;"><b><span style="font-size:10pt;"> </span></b></p><p class="MsoNormal" style="text-align:justify;"><b><span style="font-size:10pt;">Leadership/Management</span></b></p><p><b></b></p><b></b><p class="MsoNormal" style="text-align:justify;"></p><ul style="padding-left:2.5rem;"><li><span style="font-size:10pt;">Creates a dynamic, effective and highly motivated team thru consistent and regular engagement with the group (e.g. daily huddles, meetings, social activities) to promote excellence, teamwork and camaraderie in the workplace</span></li><li><span style="font-size:10pt;">Develops the entire branch sales force thru coaching, mentoring, strategizing and monitoring to produce and retain highly competent and results-driven sales talents (e.g. CAs, SOs and SAs)</span></li></ul><p></p><p class="MsoNormal" style="text-align:justify;"><b><span style="font-size:10pt;"> </span></b></p><p class="MsoNormal" style="text-align:justify;"><b><span style="font-size:10pt;">Understanding and Application of Compliance and Regulatory Guidelines</span></b></p><p><b></b></p><b></b><p class="MsoNormal" style="text-align:justify;"></p><ul style="padding-left:2.5rem;"><li><span style="font-size:10pt;">Identifies and endorses customers for credit accommodations, waivers and special approvals while adhering to set bank guidelines to ensure accurate price quotes, mitigate risks and realize potential income</span></li><li><span style="font-size:10pt;">Assumes identified operational functions by performing the role of an alternate custodian and control officer and as co/dual signatory in order to meet TATs and ensure seamless flow of transactions</span></li></ul><p></p><p class="MsoNormal" style="text-align:justify;"><b><span style="font-size:10pt;"> </span></b></p><p class="MsoNormal" style="text-align:justify;"><b><span style="font-size:10pt;">Governance, Control and Risk Management</span></b></p><p><b></b></p><b></b><p class="western" align="justify"> </p><p class="MsoNormal" style="text-align:justify;"></p><ul style="padding-left:2.5rem;"><li><span style="font-size:10pt;">Complies with the mandates of the bank, BSP and other regulatory bodies by adhering to policies, guidelines and law (e.g. AMLA, KYC, Bank Secrecy Law, Data Privacy Act) to avoid sanctions that may result to reputational damage and financial loss</span></li></ul><div><br /></div>It is accepted and understood that the employee may perform other related tasks which may be assigned from time to time.<br /><div><span style="font-size:10pt;"><br /></span></div> <p class="western" align="justify"><font size="2" style="font-size:11pt;"><b>JOB QUALIFICATIONS</b></font></p> <p class="western" align="justify" style="line-height:150%;"><font size="2" style="font-size:11pt;"><font size="2" style="font-size:10pt;"><b><br /></b></font></font></p><blockquote style="margin:0 0 0 40px;border:none;padding:0px;"><p class="western" align="justify" style="line-height:150%;"><font size="2" style="font-size:11pt;"><font size="2" style="font-size:10pt;"><b>Years of Work Experience</b></font><font size="2" style="font-size:10pt;">: </font><font size="2" style="font-size:10pt;">3 - 4 years</font></font></p></blockquote> <p class="western" align="justify" style="line-height:150%;"><font size="2" style="font-size:11pt;"><font size="2" style="font-size:10pt;"><b><br /></b></font></font></p><blockquote style="margin:0 0 0 40px;border:none;padding:0px;"><p class="western" align="justify" style="text-align:left;line-height:150%;"><font size="2" style="font-size:11pt;"><font size="2" style="font-size:10pt;"><b>Educational Attainment/</b></font></font><font style="font-size:10pt;"><b>Required course</b></font><font style="font-size:10pt;"><i> (if applicable)</i></font><font style="font-size:10pt;">: </font><span style="font-size:13.3333px;">Bachelor's / College Degree in </span><span style="font-size:10pt;">Business Studies/ Administration/Management, Commerce, Economics, Finance/Accountancy/Banking, Marketing</span></p><p class="western" align="justify" style="line-height:150%;"><font style="text-indent:0.5in;font-size:10pt;"><b><br /></b></font></p><p class="western" align="justify" style="line-height:150%;"><font style="text-indent:0.5in;font-size:10pt;"><b>Required Certification/Professional License</b></font><font style="text-indent:0.5in;font-size:10pt;"> (</font><font style="text-indent:0.5in;font-size:10pt;"><i>if applicable</i></font><font style="text-indent:0.5in;font-size:10pt;">): </font></p><p class="western" align="justify" style="line-height:150%;"><font style="font-size:10pt;"><b><br /></b></font></p><p class="western" align="justify" style="line-height:150%;"><font style="font-size:10pt;"><b>Field of Specialization</b></font><font style="font-size:10pt;"> (</font><font style="font-size:10pt;"><i>if applicable</i></font><font style="font-size:10pt;">): </font><font style="font-size:10pt;">Banking and Financial, Corporate Finance/Investment, Sales-Corporate, Sales-Retail, Sales-Financial Services</font></p><p class="western" align="justify" style="line-height:150%;"><font style="text-indent:0.5in;font-size:10pt;"><b><br /></b></font></p><p class="western" align="justify" style="line-height:150%;"><font style="text-indent:0.5in;font-size:10pt;"><b>Industry:</b></font><font style="text-indent:0.5in;font-size:10pt;"> </font><font style="text-indent:0.5in;font-size:10pt;">Banking, Insurance, Leasing/Financing Institutions</font></p></blockquote><blockquote style="margin:0 0 0 40px;border:none;padding:0px;"><p class="western" align="justify" style="line-height:150%;"><font size="2" style="font-size:11pt;"><font size="2" style="font-size:10pt;"><b><br /></b></font></font></p><p class="western" align="justify" style="line-height:150%;"><font size="2" style="font-size:11pt;"><font size="2" style="font-size:10pt;"><b>Knowledge and Skills Requirements:</b></font></font></p></blockquote><blockquote style="margin:0 0 0 40px;border:none;padding:0px;"><blockquote style="margin:0 0 0 40px;border:none;padding:0px;"><span style="text-indent:-0.25in;font-size:10pt;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="text-indent:-0.25in;font-size:10pt;">SBC</span><b style="text-indent:-0.25in;"></b><span style="text-indent:-0.25in;font-size:10pt;">Leadership Capability Framework for People Managers (Level 3)<br /></span></blockquote><blockquote style="margin:0 0 0 40px;border:none;padding:0px;"><span style="text-indent:-0.25in;font-size:10pt;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span style="text-indent:-0.25in;font-size:10pt;">Functional Competencies:<br /></span></blockquote></blockquote><blockquote style="margin:0 0 0 40px;border:none;padding:0px;"><blockquote style="margin:0 0 0 40px;border:none;padding:0px;"><blockquote style="margin:0 0 0 40px;border:none;padding:0px;"><span style="text-indent:-0.25in;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="text-indent:-0.25in;font-size:10pt;">Account Opening/Booking<br /></span></blockquote></blockquote><blockquote style="margin:0 0 0 40px;border:none;padding:0px;"><blockquote style="margin:0 0 0 40px;border:none;padding:0px;"><span style="text-indent:-0.25in;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="text-indent:-0.25in;font-size:10pt;">Banking Products<br /></span></blockquote></blockquote><blockquote style="margin:0 0 0 40px;border:none;padding:0px;"><blockquote style="margin:0 0 0 40px;border:none;padding:0px;"><span style="text-indent:-0.25in;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="text-indent:-0.25in;font-size:10pt;">Regulatory Environment: Financial Services<br /></span></blockquote></blockquote><blockquote style="margin:0 0 0 40px;border:none;padding:0px;"><blockquote style="margin:0 0 0 40px;border:none;padding:0px;"><span style="text-indent:-0.25in;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="text-indent:-0.25in;font-size:10pt;">Cross-Selling<br /></span></blockquote></blockquote><blockquote style="margin:0 0 0 40px;border:none;padding:0px;"><blockquote style="margin:0 0 0 40px;border:none;padding:0px;"><span style="text-indent:-0.25in;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="text-indent:-0.25in;font-size:10pt;">Perseverance and Follow Through<br /></span></blockquote></blockquote><blockquote style="margin:0 0 0 40px;border:none;padding:0px;"><blockquote style="margin:0 0 0 40px;border:none;padding:0px;"><span style="text-indent:-0.25in;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="text-indent:-0.25in;font-size:10pt;">Sales Function: Branch Banking</span></blockquote></blockquote></blockquote><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><p class="western" align="justify" style="line-height:150%;"> </p>

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