Executive search firm Monroe Consulting Group is recruiting on behalf of one of the largest and reputable universal banks in the Philippines. Our client is seeking a Branch Relationship Officer for a full onsite work arrangement based in Quezon City, Philippines.
Job Summary:
In this role, the Branch Relationship Officer will be responsible in retaining and enhancing client relationships, striving to boost deposits through personalized sales approach, cross-selling initiatives, and proactive communication, while ensuring compliance and promptly addressing client needs.
Key Job Responsibilities:
- Drive sales acquisition and customer retention efforts in line with the store's growth strategy
- Grow assigned managed accounts by deepening client relationships and improving share of wallet
- Promote and sell banking products and services to qualified clients to meet business targets
- Ensure full compliance with regulatory and internal policies through proper client identification (KYC), accurate documentation, and adherence to AML laws and BSP Circulars
- Maintain high standards in audit, risk, and customer service by delivering transparent, client-centric engagement
Key Job Requirements:
- Bachelor's degree in Business, Marketing, or any related field
- Requires at least 5 years of proven experience in sales and marketing of deposit products within the banking industry
- Open to candidates with extensive experience in Branch Banking operations or service delivery who are seeking to transition into a front-line sales position
- Must possess strong selling and negotiation skills, with preference given to candidates maintaining an active client portfolio within the designated area
- Possesses strong communication and presentation skills, coupled with resilience and a proactive, results-oriented approach
