Customer Service Associate

2 days ago

Pulong Santa Cruz, Calabarzon, Philippines AllBank (A Thrift Bank), Inc. (formerly Optimum Development Bank, Inc.) Full time ₱250,000 - ₱500,000 per year

Qualifications:

- Graduate of any 4 years Business course

  • with at least 1 to 2 years experienced

  • Fast Learner / Flexible / Willing to be train

  • Can start ASAP and amenable to work in Santa Rosa Branch

Job Summary:

The Customer Service Associate – New Accounts / Teller is responsible for generating business for the Bank by providing excellent customer service and efficient processing of client's transactions in the areas of new accounts, tellering and special services.

Duties and Responsibilities: Customer Service Associate

As New Accounts

  1. Perform proper New Account's start and end of day activities subject to prescribed procedures.

  2. Provide information on Bank products and services to clients.

  3. Process applications for opening of new accounts (Savings Account, Current Account, ATM and/or Term deposits) subject to presentation and submission of required documentary requirements as prescribed in the policy manual.

  4. Process new/renewal/roll-over/termination/pre-termination of Term Deposits in accordance with the Bank's procedures.

  5. Attend to all service requests of clients and other Head Office units such as, but not limited to, Bank certifications, ATM cards, MC issuance, check book re-orders, replacement of filled passbooks, loan payment debiting etc.

  6. File and manage bank records of account opening documents, signature cards and other client records, and observe proper record keeping.

  7. Send letters for new accounts opened and handle/monitor any return

  8. Prepare and release bank statements and returned checks.

  9. Prepare and send notice/s for mishandled accounts and dormant accounts.

  10. Ensure adequacy of accountable and non/accountabilities for branch use.

  11. Prepare daily / monthly balancing and summary of working / inventory supply of Accountable forms and other branch supplies.

As Teller

  1. Perform proper Teller's start and end-of-day activities subject to prescribed procedures.

  2. Process over-the-counter monetary transactions – deposits, withdrawals, encashment, loan payments, miscellaneous transactions, etc.

  3. Signature verify/approve cash withdrawals and encashment within the designated authority limit.

  4. Observe proper balancing of transactions and turn-over of cash and other items to the vault custodian according to required procedures.

As Admin & Support (System and Operation)

  1. Prepare and ensure timely submission of assigned internal and regulatory reportorial requirements.

  2. Act as alternate / joint/dual custodian as specified in the policy manual.

  3. Ensure prompt and courteous servicing of client inquiries and transactions.

  4. Maintain a clean and orderly workstation at all times.

  5. Performs other tasks that may be assigned by superiors from time to time.

Job Types: Full-time, Permanent

Benefits:

  • Additional leave
  • Company Christmas gift
  • Health insurance
  • Life insurance
  • Opportunities for promotion
  • Paid training
  • Pay raise
  • Promotion to permanent employee

Education:

  • Bachelor's (Preferred)

Work Location: In person

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