Sales Staff - Sta. Rosa
Location
Laguna, Calabarzon
Job Type
Full-time
Category
business-and-financial-operations
Posted
June 26, 2026
Your Role
The Sales Staff reports to the Branch Head and supports the branch by delivering good customer service, building strong client relationships, and helping grow sales through cross-selling and account management. The role also handles client onboarding with complete KYC requirements, follows AML/CFT compliance, and may assist in cash handling or teller duties when needed to ensure smooth branch operations.
Your Impact
A. Financial:
- Achieve monthly, quarterly, and annual sales targets for deposits, loans, credit cards, bancassurance, and other assigned products.
- Generate new customer leads through cold calls, referrals, field visits, and in-branch walk-ins.
- Proactively cross-sell banking products to existing clients.
- Maintain a strong pipeline by identifying, pursuing, and converting prospects to meet sales target.
- Contributes in achieving the business ge...