Oversees the overall business development and growth of Cash Management for Business Banking customers in Southern Metro Manila. Transformed and enhanced the business model of Cash Management Sales in six months. Spearheaded the first CRM campaign for activation of business banking Bizlink customers. Instituted the first Cash Management-Branch Channels collaboration through the SMM Branch Champions. Developed the first front-liner incentive program for Bizlink customer penetration. Reinforced… Show more Oversees the overall business development and growth of Cash Management for Business Banking customers in Southern Metro Manila. Transformed and enhanced the business model of Cash Management Sales in six months. Spearheaded the first CRM campaign for activation of business banking Bizlink customers. Instituted the first Cash Management-Branch Channels collaboration through the SMM Branch Champions. Developed the first front-liner incentive program for Bizlink customer penetration. Reinforced client engagement through various usage/deepening programs such us promos, webinar, consultative telesales, etc. Show less

Developed and implemented marketing strategies for the preferred banking customers of the retail banking segment to achieve the Bank’s target in total funds and revenue growth. Created usage programs that deepen client relationship though data-enabled targeting and needs-based customization. Collaborated with the different product groups and channels for a singular view of the preferred customers allowing the bank to provide appropriate solutions.

Supervised the retail sales business in Visayas and Mindanao as an alternative sales touchpoint outside of the branches. Effectively managed the growth of personal (mass), preferred (high-value and SME) and OFW markets to attain the business objectives of the bank. Established the direction of the territory and spearheaded numerous sales strategies in collaboration with the Area Heads and Product Managers.First time in 10 years to achieve more than 100% goal attainment mentoring 30… Show more Supervised the retail sales business in Visayas and Mindanao as an alternative sales touchpoint outside of the branches. Effectively managed the growth of personal (mass), preferred (high-value and SME) and OFW markets to attain the business objectives of the bank. Established the direction of the territory and spearheaded numerous sales strategies in collaboration with the Area Heads and Product Managers.First time in 10 years to achieve more than 100% goal attainment mentoring 30 frontliners and leaders. Show less

Provided direction and guidance to the Field Sales Officers of Makati and Alabang CBDs and South Luzon in the achievement of client acquisition, deposit volume and cross-sell revenue. Ensured that Field Sales Officers hit the sales target and contribute to the goals of the Division and the Bank through coaching and performance review. Collaborated closely with the Division Head and Area Business Directors and Field Sales Officers to formulate specific sales strategies. Forged team up with… Show more Provided direction and guidance to the Field Sales Officers of Makati and Alabang CBDs and South Luzon in the achievement of client acquisition, deposit volume and cross-sell revenue. Ensured that Field Sales Officers hit the sales target and contribute to the goals of the Division and the Bank through coaching and performance review. Collaborated closely with the Division Head and Area Business Directors and Field Sales Officers to formulate specific sales strategies. Forged team up with Personal Banking, Corporate Banking and other units of the Bank to develop and maximize business opportunities.Recognized as Top Performing Team for three consecutive years, 2016-2018. Show less

Grew business volume with focus on acquisition of new accounts. Acted as secondary business strategist to achieve Area goals. Conducted financial needs assessment and recommend appropriate products that meet client’s needs. Had experience in selling a wide array of financial products and services across all customer segments including but not limited to deposits, loans, credit cards, investments, and cash management solutions. Delivered informative sales presentations to potential clients and… Show more Grew business volume with focus on acquisition of new accounts. Acted as secondary business strategist to achieve Area goals. Conducted financial needs assessment and recommend appropriate products that meet client’s needs. Had experience in selling a wide array of financial products and services across all customer segments including but not limited to deposits, loans, credit cards, investments, and cash management solutions. Delivered informative sales presentations to potential clients and assisted throughout completion of application process while strengthening client relationships.Top 1 Field Sales Officer for CASA in Escudo Awards 2014 and 2015. Show less

An Officership Training Program designed to develop future Sales and Relationship Managers of the bank.