SALES ADVISOR (VIRTUAL STORES)

Actively Reviewing the Applications

Bank of the Philippine Islands (BPI)

On-site

Posted 3 weeks ago • Apply by May 4, 2026

Job Description

The Sales Advisor (Virtual Stores) is responsible for engaging DAO clients of the Consumer Bank group in presenting relevant product solutions that align with the Bank’s growth objectives and goals. The Virtual Sales Advisor (VSA) also facilitates Virtual Account Opening (VAO) processes, ensuring seamless and compliant client onboarding experience.

Responsibilities

Engages DAO and VAO clients to present relevant product solutions through sales programs, engagements, virtual meetings or online appointments based on client’s needs, and fulfillment of service requests
Processes account opening of straight through VAO fallouts and ensures that all KYC and documentary requirements are complete and properly safekept or stored
Conducts Enhanced Due Diligence (EDD) for high-risk clients as required, ensuring appropriate risk assessments are performed
Endorses applications to appropriate business units for processing, and close monitors and provides regular updates on clients’ account opening or product application
Promotes the enrollment and active usage of the Bank’s digital channels and platforms, enhancing client convenience and engagement

Qualifications

Bachelor’s degree in any business related courses
Minimum of 2 years of experience in sales
Knowledge of sales management processes, policies, and procedures
Familiarity with the bank’s products and services
Strong interpersonal and communication skills for building client rapport and identifying financial needs
Cross-selling and customer service skills
Probing and spotting opportunities; skill in uncovering needs of clients during conversations
High level of integrity; Reliable and trustworthy; Takes accountability
Possesses good work ethics and positive attitude and behavior