2022 Pipeline

2022 Pipeline of Accounts Reminders:

Type of Account
Name of Customer Type of Customer Remarks Contact Person Projected Amount Time Table
To Open/Solicit
Danilo Miranda Multi-businessman Checking/Investment Mr. Miranda a long time client of Metrobank Calamba Danilo Miranda P 10MM 3rd to 4th Quarter
engaged in hospital Crossing, Calamba-Parian and Cabuyao branch. All the
operations(Owner), products and services were offered and availment such
ecowaste, palette GS,RTB's Metrobank Business Online to SSS and BIR
maker ect. online payment. Mr. Miranda personally encash a
minimum of P 2MM-5MM encashment for daily business
operation. Specific Plan: Due to lacking online banking
facilities, initially we can match his daily c.ash
requirements, offer High Yield GS and Foreign Bonds
and Payroll facility. Loans is not an option. Arrange a
joint call with Trust Ms. Jules Reginaldo

Monica Uy Construction Trading Checking/ Owner of Golden Lion in Cabuyao. Specific Plan: Match Monica Uy P 10MM 3rd to 4th Quarter
Forexchange/Foreign or less than Metrobank selling rate and Online banking.
Remittance Create a group with Treasury for direct contact with
client.

Melinda Jose Product Distribution Checking Specific Plan : Offer Deposit Pick - Up arrangement, Bills Melinda Jose P 5MM 3rd to 4th Quarter
Payment, BPL, Loan Facility. Online Banking. Request
for joint call meeting with Corpbanking.

Vicente Herce Businessman/Owner Checking/Investment Specific Plan : Rate shopper, offer High Yield Vicente Herce P 10MM 3rd to 4th Quarter
of various commercial investment. Arrange a joint call meeting with Trust c/o
buildings in Cabuyao Ma'am Jules.
and Sta Rosa area.

Jane Reyes Businesswoman/ Checking/Investment Specific Plan: Ms. Reyes engaged in public/government Jane Reyes P 10MM 3rd to 4th Quarter
Contractor projects specially local government of Binan such as
Binan Coliseum, Cityhall, football field, roads and
Science School. Offer Omnibus Line facilities to match
Metrobank services. To offer investments and Online
banking. Set joint call meeting Trust and Corpbanking
investment and loan.

Jocelyn Llamado Businesswoman/ Checking/Investment Specific Plan: Ms. Llamado engaged in selling of various Jocelyn Llamado P10MM 3rd to 4th Quarter
owner of Isuzu part in Laguna and Batangas. Calamba Isuzupart
CalambaIzupart is located along Calamba Hiway besides PBB Parian
Branch. A value client of Metrobank Grace Park, San
Pedro and Laguna Technopark. Most of her investment
are in Government Securities. Daily sales were
deposited in Metrobank Technopark branch due to
proximity of her residence in West Grove. To offer
Deposit Pick-up and GS investment

Atty Celerino and Dra Grace Grecia Lawyer and Doctor Checking/Investment Atty Celerino Grecia a retired Pepsi lawyer and Dra. Atty Grecia P 5MM 3rd to 4th Quarter
Grace Grecia currently connected with Westlake Hospital
in San Pedro and Unihealth Hospital in Southwoods.
Specific Plan : Joint call meeting with Trust c/o Ma'am
Jules. Online banking and loan is not an option.

PZL Trading and Services Contractor Checking Dolores Lansang is the owner, but it is manage by his Jaykris Lansang P 5MM 3rd to 4th Quarter
son Martin and his wife Jaykris. All the business decision
solely decided by Mrs. Dolores Lansang. Specific Plan:
To offer payroll facility, investment and online banking.
Value client of Metrobank San Pedro - Laguna branch
Action Plans for 2023
Sta Rosa Balibago - Laguna

Action Plans:
1. Solicitation of New To Bank - Business Mapping - Regular (Tues and Thursday) Bank to Business visit by BM w
2. Besides from outward checks for possible source of NTB, branch Solicit Referral from existing client with potenti

3. Encourange my Team (Bank regular employee and Janitor/Guards) referrals from relatives, neighbors with busin
BM will initiate the visit to the business place.
4 . Tap developer and lending company tie-up for possible project in the area to assign PBB as bank for loan settlem
If possible encourage the developer to maintain substantial CASA amount. Developer client's are required to ma
and will be put on hold by the bank. All monthly amortization payment will be automatically debited.
6. To protect existing client offer personalized service (by offering product and services)
7. Walk-in client with transaction of encashment or payment to other PBB account must be endorsed to BM for prop
If BM is not around bank personnel must get the info such as Name, contact number and nature of business for
8. Identify existing client with potential business expansion and offer to open the account different business name.
9. On a quarterly basis (if possible) product awareness to our clients, this will be conducted by Corpbank, Combank
10. For commercial and consumer loan solicit from other bank, referral from existing clients, good repeat borrowers
11. To compete with other banks, PBB should invest in online banking were the people wants to do business at her/
 Reminders:
- Specific action plan for 2023.
- No motherhood statements

ransanction.

of the potential clients.

possible account opening.