Customer Advisor

5 days ago


Surigao City, Caraga, Philippines Security Bank Corporation Full time

The Role

As a Customer Advisor - New Accounts Staff, you will handle in-house selling, cross-selling of bank products and
services, and managing of account portfolio to achieve sales targets. You will
process the opening of new peso/dollar CASA accounts and placements,
roll-over/renewal, termination, and payment of matured placements for all SBC
products. You ensure on-time and accurate service delivery in compliance with
the service standards of the Bank.

How you'll contribute

Identifies
customer's needs, maintains and nurtures customer relationships through
marketing calls, recommending and cross-selling other bank products,
services, and alternative channels to customers, and formulation of
strategies to further increase dealings with the Bank
Assists
walk-in customers by serving and advising them on bank products to meet
their needs and have dealings with the Bank
Manages/attends
to customers' complaints by coordinating with the Branch Channel Manager
(BCM) and/or concerned unit/s to ensure resolution and meet client
satisfaction
Processes
over-the-counter transactions and requests in accordance with the policies
and procedures set by the Bank to ensure service delivery to customers
within the service standards of the Bank
Acts
as a primary co-custodian to the Main Vault Door and Cash Safe and is
tasked to conduct end-of-day verification of cash in a vault in accordance
with the policies and procedures set by the Bank

What we're looking for
Graduate
of any Bachelor's Degree course
With
at least 1 year of combined sales and operations experience in branch
banking, preferably handling new account transactions.
Must
have good interpersonal skills, negotiation skills, and a strong customer
service orientation
Has
an in-depth understanding of the regulatory, quality control, and risk
management framework

About Security Bank
Security Bank is one of the Philippines' best
capitalized private domestic universal banks. Established in 1951 and publicly
listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major
businesses cover retail, corporate, commercial, and business (MSME) banking.

We're recognized as an Employer of Choice in
Philippine banking by various award-giving bodies for our values-based culture,
industry-leading engagement and benefits, and commitment to work-life balance.
Most recently, we ranked as the #2 best employer in
the Philippines and #54 globally on the prestigious Forbes' World's Best
Employers 2023 list.
At Security Bank, our approach to Human Capital
Management (HCM) is embodied by our Employee Value Proposition (EVP): "YOU
matter."
Start your BetterBanking career with us today.
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