Client Relationship Manager

2 weeks ago


Makati City, National Capital Region, Philippines Security Bank Corporation Full time
About the Job

We are seeking a skilled Client Engagement Officer to join our team at Security Bank Corporation. As a key member of our Business Banking division, you will be responsible for engaging with clients to drive sales, deliver portfolio actions, and ensure compliance with internal requirements.

Your Key Responsibilities:
  • Drive Sales – Conduct proactive outbound calling to existing customers to introduce and promote full Business Banking product and service suite.
  • Customer Engagement – Engage with Business Banking clients to build relationships, verify contact details, gather market intelligence, and create sales opportunities.
  • Market Intelligence – Gather market trends or client insights (e.g. wallet sizing) during outbound calls.
  • Service Excellence – Resolve service issues identified through customer engagement by raising incident tickets and monitoring until closure.
  • Anti Attrition / Win Back – Reactivate existing or win-back past clients through regular service calls.

What We're Looking For
  • Bachelor's degree in Business Administration, Financial Management, Economics, Marketing, or other related fields.
  • At least 3 years of relevant experience.
  • Knowledge of banking and financial products, especially loans, is an advantage.


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