Sales Assistant - online channelSecurity Bank
Workplace: MetroManila, Manila, Makati
Salary: Agreement
Work form: Full time
Posting Date: 25/01/2026
Deadline: 23/02/2022
About Security Bank
We are the Philippines' largest independent bank, having won countless awards over the years including the most prestigious industry award in both 2015 and 2016-the Bank of the Year - Philippines by The Banker.
We're changing how people bank. From the moment customers enter our branches to their experience online, we make them 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.
The Role
As a Sales Assistant, you will be responsible in assisting the Sales Officer in generating the target revenue for the Business Banking segment thru efficient handling and closing of MSME (specifically BEL and BML) transactions of customers choosing or using the online platforms. You will also be responsible in ensuring giving BetterBanking quality of service to the online clients for opportunities to expand relationship, deepen product penetration and build loyalty.
How you'll contribute
Pre-screens online turn-ins against basic document checklist and basic parameters. Handles call out to loan applicants for lacking documents/requirements, document/requirement completion for loan bookings and regularization of documents/requirements deferred at booking.
Provides direction for the administration of loan signing for online accounts either thru direct administration of the loan signing and endorsement to Ayala Rufino Branch for deposit account opening or coordinating with branch of choice of customer for the loan signing and deposit account opening.
Supports other Business Banking Sales teams in handling or closing transactions for load balance purposes to ensure uniform delivery of customer service and TAT regardless of source or channel.
Performs the regulatory AMLA/Beneficial Ownership due diligence on corporate borrowers (not yet SBC depositors) applying thru the online platform for loan amounts below P5M.
Looks out for own training needs to further enhance product knowledge and skills and aptitude in customer service and handling of difficult situations and rejections.
What we're looking for
Bachelor's Degree in Business Administration, Financial Management, Economics, Marketing or other related fields
Must have knowledge on virtual platforms
Credit and mortgage training is an advantage
Knowledge in AMLA due diligence is an advantage
Fresh graduates are welcome to apply!
Security Bank
We are the Philippines' largest independent bank, having won countless awards over the years including the most prestigious industry award in both 2015 and 2016-the Bank of the Year - Philippines by The Banker.
We're changing how people bank. From the moment customers enter our branches to their experience online, we make them 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.
The Role
As a Sales Assistant, you will be responsible in assisting the Sales Officer in generating the target revenue for the Business Banking segment thru efficient handling and closing of MSME (specifically BEL and BML) transactions of customers choosing or using the online platforms. You will also be responsible in ensuring giving BetterBanking quality of service to the online clients for opportunities to expand relationship, deepen product penetration and build loyalty.
How you'll contribute
Pre-screens online turn-ins against basic document checklist and basic parameters. Handles call out to loan applicants for lacking documents/requirements, document/requirement completion for loan bookings and regularization of documents/requirements deferred at booking.
Provides direction for the administration of loan signing for online accounts either thru direct administration of the loan signing and endorsement to Ayala Rufino Branch for deposit account opening or coordinating with branch of choice of customer for the loan signing and deposit account opening.
Supports other Business Banking Sales teams in handling or closing transactions for load balance purposes to ensure uniform delivery of customer service and TAT regardless of source or channel.
Performs the regulatory AMLA/Beneficial Ownership due diligence on corporate borrowers (not yet SBC depositors) applying thru the online platform for loan amounts below P5M.
Looks out for own training needs to further enhance product knowledge and skills and aptitude in customer service and handling of difficult situations and rejections.
What we're looking for
Bachelor's Degree in Business Administration, Financial Management, Economics, Marketing or other related fields
Must have knowledge on virtual platforms
Credit and mortgage training is an advantage
Knowledge in AMLA due diligence is an advantage
Fresh graduates are welcome to apply!
Security Bank
Other Info
Makati City, Metro Manila
Permanent
Full-time
Permanent
Full-time
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Security Bank
About the company
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