Area Sales Officer

Date: Jul 1, 2026

Location:

Tuguegarao City, Cagayan Valley, PH

Business Unit: Consumer Banking Group

Department:

Job Mandate

Responsible for acquiring high quality MSME Agents for the Cash Agad program in his/her area of assignment.
Responsible for developing and executing area sales strategies and programs
Responsible for gathering, collating and submitting required documents for on-boarding in the most efficient and timely manner.
Responsible in coordinating with branches for client referrals and leads.
In coordination with client support, he/she is responsible in the endorsement and monitoring of after sales support for
on-boarded merchants concerns regarding operations, sales and marketing support to the specific client support teams.
Responsible for maintaining business relationships with partner merchants and coordinate meetings, trainings and
ground activities in his/her area of assignment.

Duties and Responsibilities

Formulate and execute strategies and programs for partner acquisitions and transactions
Conduct lead gathering activities within the trade area of assignment.
Engage and acquire merchants in the trade area.
Assist acquired partner merchants in filling up Cash Agad enrollment forms and collect due diligence documents.
Submit collected forms and due diligence documents to client support in the most timely and efficient manner.
Coordinate partner merchants trainings, meetings and activities.
Coordinate and attend branch area meetings.
Manage and submit monthly sales report to Regional Sales Manager.
Provide relevant on-ground feedback to Regional Sales Manager.
Submit regularly status reports/project updates.
Coordinate and support ground activities and events.

Position	Area Sales Officer
Group	Consumer Banking Group
Department	Agency Banking
Unit	Sales
Section	North Luzon
Team	North Luzon – Cagayan-Batanes-Apayao
Reports To (Position Title of Immediate Supervisor)	Regional Sales Manager
Supervises (Position Titles of Direct Reports)	N/A

Job Mandate
Responsible for acquiring high quality MSME Agents for the Cash Agad program in his/her area of assignment. Responsible for developing and executing area sales strategies and programs Responsible for gathering, collating and submitting required documents for on-boarding in the most efficient and timely manner. Responsible in coordinating with branches for client referrals and leads. In coordination with client support, he/she is responsible in the endorsement and monitoring of after sales support for on-boarded merchants concerns regarding operations, sales and marketing support to the specific client support teams. Responsible for maintaining business relationships with partner merchants and coordinate meetings, trainings and ground activities in his/her area of assignment.
Duties and Responsibilities
Formulate and execute strategies and programs for partner acquisitions and transactions Conduct lead gathering activities within the trade area of assignment. Engage and acquire merchants in the trade area. Assist acquired partner merchants in filling up Cash Agad enrollment forms and collect due diligence documents. Submit collected forms and due diligence documents to client support in the most timely and efficient manner. Coordinate partner merchants trainings, meetings and activities. Coordinate and attend branch area meetings. Manage and submit monthly sales report to Regional Sales Manager. Provide relevant on-ground feedback to Regional Sales Manager. Submit regularly status reports/project updates. Coordinate and support ground activities and events.
Minimum Qualification Requirements
Education	Bachelor’s degree relevant to the job
Work Experience	Graduate of any four year course With at least two (3) years experience in sales in a bank or any financial institution With experience with the MSME Market With exposure in relationship management, trade area marketing Must be people oriented with good communication skills Can function effectively with minimal supervision Must be willing to travel
Knowledge Area	BDO Organizational Understanding BDO Bank sales and operations policies, processes and procedures understanding BDO Products and Services Knowledge BDO Bank platforms and systems , if any Theoretical and practical project management knowledge Knowledge of techniques and tools
Skills	Problem Solving and Decision-making skills Communication Skills Organization skills Negotiation skills Presentation skills Conflict management skills Consulting skills Data analysis skills
Personal Attributes	Learning agility Professionalism, Personal Credibility and Personal Integrity Flexibility and adaptablity Stress Tolerance Teamwork and Collaboration Initiative and Resourcefulness Business Savvy Innovativeness/Creativity Strategic Perspective Customer Focus Technical Competence Excellence in Execution Coaches and Develops Others Develops Strong Networks/Partnerships
Professional Certification & Licenses	Project management qualification (PMP) or equivalent
Others	He/she must be fit and proper for the position, and in this regard, the following shall be considered: Integrity/probity, Physical and mental fitness, Competence, Relevant education and financial literacy training, Diligence, and Knowledge/experience. He/she must be a member of good standing in the relevant industry, business or professional organization. He/she must have the ability to breakdown complex problems and provide alternative solutions. He/she must have the ability to embrace change and work comfortably in a fast-paced, multi-cultural, matrix environment. He/she must be capable of expressing him/herself clearly and succinctly in speech and writing - communicating in a focused and compelling way that captures and holds others’ attention. Willing to travel