Client Acquisition Specialist

4 days ago


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

We are seeking a Client Acquisition Specialist to join our team at Security Bank Corporation. In this role, you will be responsible for identifying and acquiring new clients, developing and maintaining strong relationships with existing clients, and identifying opportunities for upselling and cross-selling.

About the Role

This position involves working closely with internal stakeholders to deliver high-quality solutions to clients, ensuring that our clients receive exceptional service and that our bank's reputation is maintained at the highest level. Key responsibilities include identifying customer needs, maintaining and nurturing customer relationships, and formulating strategies to further increase dealings with the Bank.

Key Responsibilities
  • Process over-the-counter transactions and requests in accordance with the policies and procedures set by 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
  • Assist walk-in customers by serving and advising them on bank products to meet their needs and have dealings with the Bank


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