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Account Portfolio Manager

1 week ago

Mandaluyong City, National Capital Region, Philippines Security Bank Corporation Full time
Senior Banking Professional Wanted

We are seeking an experienced Customer Advisor to join our team at Security Bank Corporation.

As a key member of our customer service team, you will be responsible for handling in-house selling, cross-selling of bank products and services, and managing of account portfolios to achieve sales targets.

Main Accountabilities
  • Drive sales growth through effective relationship management and upselling/cross-selling strategies.
  • Provide excellent customer service to ensure high levels of customer satisfaction.
  • Manage and maintain accurate records of customer interactions and sales performance.
  • Collaborate with internal teams to resolve customer complaints and issues.
  • Stay up-to-date with regulatory requirements and industry developments to ensure compliance.
Requirements
  • A degree in any field.
  • Experience in branch banking or a related field.
  • Strong communication and interpersonal skills.
  • Able to work in a fast-paced environment and meet deadlines.