CASH MANAGEMENT SALES OFFICER

The Cash Management Sales Officer plays a vital role in positioning the bank as the primary financial partner of corporate and business clients. The role focuses on enrolling clients into BPI’s corporate digital platforms and delivering tailored cash management solutions covering collections, disbursements, and liquidity. Through strong collaboration and a customer-centric approach, this position drives growth, client satisfaction, and long-term relationships.

ResponsibilitiesEnsures all corporate and business clients are enrolled in BPI’s corporate digital banking platforms to centralize operations and enhance digital adoptionPartners with Relationship Managers and Branch Partners to identify prospects, strategize sales efforts, and promote product offerings that secure market leadership within assigned segmentsBalances profitability with client value by designing pricing and bundling strategies that align client needs with the bank’s goals—ensuring sustainable growth and competitivenessConducts meaningful client calls and execute relevant sales and marketing activities tailored to client profiles, driving satisfaction and solution uptakeCultivates strong relationships with clients by understanding their unique needs and delivering solutions that consistently exceed expectationsPerforms other related duties and contribute to special initiatives as assigned, supporting the overall objectives of the department and the bankQualificationsBachelor’s degree in Finance, Business, Marketing, or a related fieldAt least 2–3 years’ experience in sales, cash management, or digital banking servicesStrong understanding of corporate banking operations and transaction banking productsExcellent communication, client management, and solution-selling skillsStrategic thinker with a balance of analytical and commercial acumenProficient in digital platforms, CRM tools, and Microsoft Office Suite