Virtual Sales Advisor

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 un...