Customer Advisor

2 weeks ago

Tacloban, Philippines Security Bank Corporation Full time

The Role

As a Customer Advisor - New Accounts , 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 3 years 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.

#J-18808-Ljbffr

  • Financial Advisor for Tacloban

    4 days ago

    Tacloban City, Eastern Visayas, Philippines Eastwest Ageas Insurance Full time ₱144,000 - ₱432,000 per year

    Financial Advisor for Tacloban | Earn 20K Monthly Salary + IncentivesHave what it takes to be a game-changer in the Filipino insurance industry? Can we hear a big bold YES?Say yes to EastWest Ageas Insurance and be a Bancassurance Financial Advisor today We're looking for authentic, bold, and charismatic stewards ready to work towards our goals and...

  • Manager, Customer Success

    2 weeks ago

    Tacloban, Philippines Boldrimpact Full time

    A LITTLE BIT ABOUT Boldr Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world. We are a global team, united by our desire to connect diverse people with common values for boldr impact. We employ just over a thousand team members across five...

  • Account Manager

    2 weeks ago

    Tacloban, Philippines Handlink Inc Full time

    Job brief We are looking for an Account Manager to create long-term, trusting relationships with our customers. The Account Manager’s role is to oversee a portfolio of assigned customers, develop new business from existing clients and actively seek new sales opportunities. Responsibilities Serve as the lead point of contact for all customer account...

  • Account Manager

    4 days ago

    Tacloban City, Eastern Visayas, Philippines Handlink Inc. Full time ₱276,000 per year

    Job briefWe are looking for an Account Manager to create long-term, trusting relationships with our customers. The Account Manager's role is to oversee a portfolio of assigned customers, develop new business from existing clients and actively seek new sales opportunities.ResponsibilitiesServe as the lead point of contact for all customer account management...

  • Sales Manager

    2 days ago

    Tacloban City, Eastern Visayas, Philippines Handlink Inc. Full time ₱216,000 - ₱276,000 per year

    Job briefWe are looking for an SALES MANAGER - Account Manager to create long-term, trusting relationships with our customers. The Account Manager's role is to oversee a portfolio of assigned customers, develop new business from existing clients and actively seek new sales opportunities.ResponsibilitiesServe as the lead point of contact for all customer...

  • Team Captain

    2 weeks ago

    Tacloban, Philippines Boldrimpact Full time

    A LITTLE BIT ABOUT Boldr Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world. We are a global team, united by our desire to connect diverse people with common values for boldr impact. We employ just over a thousand team members across five...

  • Mechanic

    2 days ago

    Tacloban City, Eastern Visayas, Philippines Autokid Subic Trading Corporation Full time ₱45,000 - ₱55,000 per year

    Job Summary:The Mechanic is responsible for performing maintenance, diagnostic, and repair services on vehicles to ensure safe and efficient operation. This role involves troubleshooting mechanical issues, conducting preventive maintenance, and ensuring all repair work meets company and industry standards.Duties and Responsibilities:Inspect, diagnose, and...

  • Senior Client Success Specialist

    4 weeks ago

    Tacloban City, Eastern Visayas, Philippines Boldrimpact Full time

    A LITTLE BIT ABOUT BoldrBoldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.We are a global team, united by our desire to connect diverse people with common values for boldr impact.We employ just over a thousand team members across five...