Customer Advisor

Overview

Position: Customer Advisor - New Accounts Officer at Security Bank Corporation. You will handle in-house selling, cross-selling of bank products and services, and manage account portfolios to achieve sales targets. You will process opening of new peso/dollar CASA accounts and placements, roll-overs/renewals, terminations, and payment of matured placements for all SBC products. You will ensure on-time and accurate service delivery in compliance with the Bank's service standards.

• Identify customer needs, maintain and nurture relationships through marketing calls, cross-selling bank products and services, and strategize to increase dealings with the Bank.
• Assist walk-in customers by advising them on bank products to meet their needs.
• Manage/attend to customer complaints by coordinating with the Branch Channel Manager (BCM) and/or concerned units to ensure resolution and client satisfaction.
• Process over-the-counter transactions and requests in accordance with the Bank\'s policies and procedures to meet service standards.
• Act as primary co-custodian to the Main Vault Door and Cash Safe and perform end-of-day cash verification in line with Bank policies.

• Graduate of any Bachelor\'s Degree program.
• At least 3 years of combined sales and operations experience in branch banking, preferably handling new account transactions.
• Strong interpersonal, negotiation, and customer service orientation.
• In-depth understanding of regulatory, quality control, and risk management frameworks.

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 for our values-based culture, engagement and benefits, and work-life balance. Forbes’ World’s Best Employers 2023 ranked us #2 in the Philippines and #54 globally. Our Employee Value Proposition (EVP) is “YOU matter.” Start your BetterBanking career with us today.