Treasury Sales Officer - Bicol Region - City Savings Bank

Paglalarawan

The
Treasury Sales Officer
is responsible for acquiring new clients and growing the bank's deposit base through the sale of Current and Savings Accounts (CASA). The role involves fieldwork, lead generation, customer engagement, and meeting assigned sales targets while ensuring a high level of customer service and compliance with internal and regulatory guidelines.

Key Responsibilities:

• Actively promote and sell
  Current and Savings Account (CASA)
  products to individuals, businesses, and organizations.
• Conduct
  field sales
  , client visits, and participate in marketing activities to generate leads.
• Meet or exceed
  monthly and quarterly CASA acquisition targets
  .
• Educate customers on account features, benefits, and requirements.
• Assist in completing account opening forms and ensuring
  KYC/AML compliance
  .
• Maintain regular contact with existing and potential clients for
  relationship building
  and
  cross-selling
  opportunities.
• Work closely with branch operations and back-office teams to ensure
  smooth account activation
  .
• Provide
  feedback
  on market trends, customer needs, and competitor activities.
• Ensure compliance with bank policies, guidelines, and regulatory requirements.

Qualifications:

• Bachelor's degree in Business Administration, Banking & Finance, Marketing, or a related field.
• Preferably with at least 3
  year of experience
  in sales or banking (fresh graduates are welcome to apply).
• Excellent
  communication
  ,
  interpersonal
  , and
  persuasion skills
  .
• Highly motivated and target-driven with a
  sales mindset
  .
• Ability to work independently and as part of a team.
• Proficiency in MS Office (Excel, Word, Outlook).