Client Engagement Officer

Industry Category	Accounting / Finance	Position	General / Cost Accounting
Recruitment Department		Number Of Recruits	several
Work Location	Metro Manila (NCR) Makati	Nature Of Work	Full Time
Gender Requirements	Male	Marriage Requirement	No marital status restrictions
Education Level	College Diploma	Work Experience	No work experience restrictions
Age Requirement	Above 18 years old	Salary Package	Negotiable
Updated Date	2022-09-23	Valid Until	Long-term validity

The Role

As a Client Engagement Officer, you are responsible to engage Business Banking clients through voice and digital channels to drive product sales, deliver portfolio actions or comply with internal requirements.

How you'll contribute

Drive Sales – Proactive outbound calling to existing customers to introduce and promote full Business Banking product and service suite. Depending on the product, sales may be directly closed by the job holder or referred to the on-location sales team to closeCustomer Engagement – Ensure periodic contact with Business Banking clients to build relationships, verify contact details, gather market intelligence and create sales opportunities. Perform welcome calls or new product confirmation calls.Market Intelligence – Gather market trends or client insights (e.g. wallet sizing) in the course of conducting outbound calls. This will aid in needs or risk identification.Service Excellence – In the event customer engagement led to the identification of a service issue, raise the relevant incident ticket for a resolution, and where possible, monitor till closure.As part of Business Banking’s regular campaign, initiate service calls to reactivate existing or win-back past clientsResponsible for generating sales from digital and voice channels.

What we’re looking for

Bachelor's Degree in any related course.With 1-4 years experience in Field Sales, Telesales, Banking OperationsPreferably with experience in Consumer Finance ( Auto, Cards, Mortgage, and Small Business Loans)Working knowledge of banking and financial products, especially loans, is an advantage

About Security Bank We are the Philippines’ largest independent bank, having won countless awards over the years, including one of Euromoney's most prestigious industry awards in 2021—Best Bank in the Philippines.We’re changing how people bank. From the moment customers enter our branches to their experience online, we make them to feel valued and empowered.Now, with more than 300 branches spanning the country, BetterBanking has become the gold standard in improving the banking lives of millions of Filipinos. But we’re far from done.In our constant pursuit of excellence and improvement, we create teams that support our business and each other.