Summary
Overview
Work History
Education
Skills
Certification
Motorcycle riding, exploring diffrent cuisines, Coffee brewing
Languages
Timeline
Generic

Joseph Christian Luis Golez

Taguig City

Summary

I am a seasoned professional with over six years of experience in banking and commercial sales, having held strategic roles at leading financial institutions including BPI and BDO Unibank. My expertise spans strategic partnerships, merchant acquisition, project management, and high-net-worth client development. I also bring cross-industry insight from my tenure at Phoenix Petroleum, where I managed commercial accounts, supply negotiations, and logistics coordination. My strengths lie in building long-term client relationships, driving business growth, ensuring compliance with regulatory frameworks, and executing results-driven strategies across diverse sectors.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Channel Manager

Bank of the Philippine Islands
07.2024 - Current
  • developed channel strategies to enhance partner engagement and collaboration.
  • Supported execution of marketing initiatives across multiple distribution channels to boost brand visibility.
  • Coordinated training sessions for channel partners on product features and benefits, improving knowledge retention.
  • Participated in analyzing market trends to identify growth opportunities within existing channels.
  • Develop and execute strategies to acquire bulk new-to-bank clients for fresh funds
  • Champion retail product bundles to develop customer stickiness
  • Solicit, build rapport and conduct sales pitch to C-level / executive level clients
  • Aggregator of all products groups to marry corporate, institutional and retail banking products to curate a bundle to satisfy clients needs

Merchant Acquiring Officer

BDO Unibank
09.2021 - 06.2024
  • Analyzed market trends to identify profitable merchant opportunities.
  • Developed and maintained strong relationships with key partners to enhance collaboration.
  • Executed comprehensive merchant onboarding processes, ensuring compliance with regulatory standards.
  • Monitored transaction flows and resolved discrepancies to maintain operational integrity.
  • Spearhead the management of an assigned geographic area, including direct oversight of outsourced service partners to ensure service-level adherence and operational efficiency
  • Conduct in-depth merchant performance reviews, analyzing sales data and transaction volumes to optimize profitability and retention
  • Design and implement area-specific strategies to maintain competitive advantage against rival banks in the acquiring space.
  • Ensure consistent merchant communications, delivering business updates, campaign insights, and cross-sell opportunities.
  • Maintain up-to-date merchant documentation in accordance with BDO’s internal policies and AML regulatory frameworks, ensuring sustained compliance and audit readiness.

Commercial Account Manager

Phoenix Petroleum Philippines
06.2018 - 06.2021
  • Analyzed market trends and client needs to identify opportunities for account growth.
  • Drive business growth by proactively acquiring new accounts and nurturing existing client relationships across multiple sectors.
  • Represent the company in both government and private sector bidding processes, ensuring compliance with procurement protocols and competitive positioning.
  • Cultivate strong client rapport and stakeholder trust through consultative engagement and consistent service delivery.
  • Cross-sell a comprehensive portfolio of petroleum products—including gasoline, diesel, industrial fuels, lubricants, and asphalt—to optimize revenue streams.
  • Formulate monthly and spot pricing strategies aligned with Mean of Platts Singapore (MOPS) benchmarks to ensure market competitiveness.
  • Collaborate with pricing and supply chain teams to negotiate commercial terms and secure optimal supply arrangements.
  • Prepare and present credit evaluation summaries (“top sheets”) to finance teams to facilitate credit term assessments and approvals.
  • Oversee timely and accurate fulfillment of product deliveries through multiple distribution channels, including customer pickup, lorry, and barge, in alignment with service level agreements.
  • Enforce adherence to safety protocols and regulatory compliance throughout the delivery process.
  • Conduct on-site inspections at client facilities to assess delivery infrastructure and recommend procedural enhancements.
  • Monitor accounts receivable and maintain daily sales outstanding (DSO) within target collection thresholds, ensuring optimal cash flow and margin protection
  • Lead negotiations with clients for the resolution and recovery of overdue balances, reducing credit exposure.

Education

Business Administration Major In Marketing Managem

Treston International College
Taguig, Metro Manila, Philippines
05-2018

Double Degree Program - International Studies & Finance

De La Salle University
Manila, Philippines

Skills

  • Relationship building
  • Market research
  • Territory growth
  • Pipeline maintenance
  • Data analysis
  • Time management
  • Problem-solving
  • Reliability
  • Team collaboration
  • Client relationship management
  • Sales
  • Territory management
  • AML / KYC Compliance

Certification

UITF Marketing Personnel

Motorcycle riding, exploring diffrent cuisines, Coffee brewing

Weekend road trips on two wheels are my reset button—cruising through scenic landscapes, bonding with friends, striking up conversations with locals, and diving fork-first into regional culinary gems. It's my way of blending adventure, curiosity, and a love for authentic experiences.


Passionate about culinary exploration, I chase global flavors with a curious palate—constantly seeking out new dishes, spices, and street food surprises that tell stories of culture and creativity in every bite.


Enthusiastic coffee connoisseur with a passion for tracing beans from origin to brew—delighting in the discovery of nuanced aromas, regional flavor profiles, and the stories each cup tells from farms across the globe.

Languages

Tagalog / FIlipino
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)

Timeline

Channel Manager

Bank of the Philippine Islands
07.2024 - Current

Merchant Acquiring Officer

BDO Unibank
09.2021 - 06.2024

Commercial Account Manager

Phoenix Petroleum Philippines
06.2018 - 06.2021

Business Administration Major In Marketing Managem

Treston International College

Double Degree Program - International Studies & Finance

De La Salle University
Joseph Christian Luis Golez