Customer Advisor

2 weeks ago

Taguig, Philippines Security Bank Corporation Full time

Customer Advisor - New Accounts Officer (Taguig) As a Customer Advisor , you will handle in‑house selling, cross‑selling of bank products and services, and managing 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 will contribute Identify customers’ needs, maintain and nurture relationships through marketing calls, recommending and cross‑selling other bank products, services, and alternative channels, and formulating strategies to further increase dealings with the Bank. Assist walk‑in customers by serving and advising them on bank products to meet their needs and have dealings with the Bank. Manage / attend to customers’ complaints by coordinating with the Branch Channel Manager (BCM) and/or concerned unit/s to ensure resolution and meet client satisfaction. Process 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. Act 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. At least 1 year of branch banking experience, preferably handling new account transactions. Good interpersonal skills, negotiation skills, and a strong customer service orientation. 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 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

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