Sales and Service Representative

6 days ago


Mandaluyong City, National Capital Region, Philippines Security Bank Corporation Full time

At Security Bank Corporation, we're seeking a highly skilled Sales and Service Representative to join our team.

About the Role

This Customer Advisor role involves handling in-house selling, cross-selling of bank products and services, and managing of account portfolio to achieve sales targets. Key responsibilities include processing the opening of new peso/dollar CASA accounts and placements, roll-over/renewal, termination, and payment of matured placements for all SBC products. The successful candidate will ensure on-time and accurate service delivery in compliance with the service standards of the Bank.

Key Responsibilities
  • Identify customer needs and maintain relationships through marketing calls, recommending and cross-selling other bank products, services, and alternative channels to customers, and formulate strategies to 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

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