Trust Sales Officer

Overview

Generates additional Trust business volume and income for the Bank.

How will you contribute?

• Generates additional trust income by soliciting and opening new trust accounts and promotes the cross-selling of trust products in branches and other cross-selling partners
• Keeps abreast with updates on the Bank and BSP policies as stipulated in the Anti-Money Laundering and Terrorist Financing Prevention Program (MLPP) through circulars, required seminars/programs and adheres to said policies.
• Conducts proper Know-Your-Client (KYC) procedures and Customer Due Diligence (CDD) / Enhanced Due Diligence (EDD) depending on client's risk profile, for new accounts opened.
• Prepares short and long term marketing plans, which set the thrust or emphasis of the team's selling and marketing activities.
• Conceptualizes, develops and launches new trust products and services in coordination with the Product Development Officer and...