Customer Advisor

2 weeks ago


Makati, Philippines Security Bank Corporation Full time

Overview

Customer Advisor (for Makati and Taguig Areas)

Location: Makati and Taguig, National Capital Region, Philippines

Start your BetterBanking career with Security Bank.

Responsibilities
  • Handle in-house selling and cross-selling of bank products and services
  • Manage account portfolios to achieve sales targets
  • Process opening of new peso/dollar CASA accounts and placements, roll-overs/renewals, terminations, and payment of matured placements
  • Ensure on-time and accurate service delivery in compliance with the bank\'s service standards
  • Identify customer needs, maintain relationships, and cross-sell other bank products and channels
  • Assist walk-in customers by advising on bank products to meet their needs
  • Handle customer complaints by coordinating with relevant units to ensure resolution and satisfaction
  • Process over-the-counter transactions in accordance with Bank policies and procedures
  • Act as primary co-custodian to the Main Vault Door and Cash Safe and conduct end-of-day cash verification per Bank policies
Qualifications
  • Graduate of any Bachelor\'s Degree
  • At least 1 year of branch banking experience, preferably handling new account transactions
  • Good interpersonal and negotiation skills; strong customer service orientation
  • In-depth understanding of 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, the bank\'s major businesses cover retail, corporate, commercial, and MSME banking. The bank is recognised as an Employer of Choice for values-based culture, engagement and benefits, and work-life balance. Forbes\' World\u2019s Best Employers 2023 listed Security Bank as #2 in the Philippines and #54 globally. Our Employee Value Proposition is: “YOU matter.”

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Seniority level
  • Associate
Employment type
  • Full-time
Job function
  • Sales, Management, and Customer Service
  • Industries: Banking
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