Financial Services Representative

3 days ago


Baguio City, Cordillera, Philippines Security Bank Corporation Full time

About the Role

As a Financial Services Representative at Security Bank Corporation, you will be responsible for handling in-house selling and cross-selling of bank products and services. This role involves building customer relationships to support business goals and achieve sales targets.

Key Responsibilities:

  • Process opening of new CASA accounts, placements, roll-over/renewal, termination, and pay-out of matured placements.
  • Servicing of transactions in compliance with established operations guidelines and service standards of the bank.
  • Identify customers' needs and maintain customer relationships through marketing calls, branch appointments, and discussions.
  • Monitor and review targets and actual performance of managed and new accounts handled.
  • Assist walk-in customers by servicing and advising them on financial solutions that would best meet their needs and profile.

Requirements:

  • At least 6 months to 1 year of branch banking experience in tellering or new account transactions.
  • Fresh Graduates are welcome to apply.
  • Good interpersonal skills, negotiation skills, and a strong customer service orientation.
  • In-depth understanding of regulatory, quality control, and risk management framework.


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