Customer Advisor

2 days ago

Makati City, National Capital Region, Philippines Security Bank Corporation Full time ₱104,000 - ₱130,878 per year

The Role

As a Customer Advisor, you will handle in-house selling, cross-selling of bank products and services, and managing of account portfolio to achieve sales targets. You will process the opening of new peso/dollar CASA accounts and placements, roll-over/renewal, termination, and payment of matured placements for all SBC products. You ensure on-time and accurate service delivery in compliance with the service standards of the Bank.

How you will contribute

  • Identifies customer's needs, maintains and nurtures customer's relationships through marketing calls, recommending and cross-selling other bank products, services, and alternative channels to customers, and formulation of strategies to further increase dealings with the Bank
  • Assists walk-in customers by serving and advising them on bank products to meet their needs and have dealings with the Bank
  • Manages/attends to customers' complaints by coordinating with the Branch Channel Manager (BCM) and/or concerned unit/s to ensure resolution and meet client satisfaction
  • Processes over-the-counter transactions and requests in accordance with the policies and procedures set by the Bank to ensure service delivery to customers within the service standards of the Bank
  • Acts as a primary co-custodian to the Main Vault Door and Cash Safe and is tasked to conduct end-of-day verification of cash in a vault in accordance with the policies and procedures set by the Bank

What we're looking for

  • Graduate of any Bachelor's Degree course
  • With at least 1-year of branch banking experience preferably handling new account transactions
  • Must have good interpersonal skills, negotiation skills, and a strong customer service orientation
  • Has an in-depth understanding of the regulatory, quality control, and risk management framework

About Security Bank

Security Bank is one of the Philippines' best capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking. We're recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.

Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes' World's Best Employers 2023 list.

At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): "YOU matter."

Start your BetterBanking career with us today.

  • Customer Advisor

    3 days ago

    Makati City, National Capital Region, Philippines Security Bank Corporation Full time ₱900,000 - ₱1,200,000 per year

    The RoleAs a Customer Advisor, you will handle in-house selling, cross-selling of bank products and services, and managing of account portfolio to achieve sales targets. You will process the opening of new peso/dollar CASA accounts and placements, roll-over/renewal, termination, and payment of matured placements for all SBC products. You ensure on-time and...

  • Customer Technology Advisor

    1 week ago

    Makati City, National Capital Region, Philippines Kyndryl Full time ₱120,000 - ₱240,000 per year

    Who We AreAt Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward – always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities.The RoleJoin...

  • Customer Service Advisor

    4 days ago

    Makati City, National Capital Region, Philippines AVENSYS CONSULTING INC. Full time ₱250,000 - ₱500,000 per year

    About the role We are looking for a dedicated and friendly Customer Service Advisor to join our team at AVENSYS CONSULTING INC.'. This full-time role ONSITE is based in either MAKATI, MEGAMALL, EASTWOOD or BRIDGETOWN and will involve providing exceptional customer service to our valued clients.The Customer Support Associate I position interfaces with...

  • Customer Service Advisor

    3 days ago

    Makati City, National Capital Region, Philippines Sysgen RPO, Inc. Full time ₱150,000 - ₱200,000 per year

    The Advisor I, Customer Service position provides customer service support and resolution of routine problems regarding client's product or services.Essential Functions/Core Responsibilities• Ensure service delivered to our customers meets contractual Key Performance Indicator ('KPIs')• Clarify customer requirements; probe for understanding, use...

  • Customer Service Advisor

    4 days ago

    Makati City, National Capital Region, Philippines SYSGEN RPO Full time $20,000 - $40,000 per year

    The Advisor I, Customer Service position interfaces with customers via inbound calls, outbound calls, or through the Internet depending upon client requirements. This position provides customer service support and resolution of routine problems regarding client's product or services.Essential Functions/Core ResponsibilitiesEnsure service delivered to our...

  • Service Advisor

    3 days ago

    Makati City, National Capital Region, Philippines BYD Full time ₱228,000 - ₱252,000 per year

    Job Summary:Work directly with customers to understand their needs and provide Service Technicians with the information required to provide excellent service. Responsible in scheduling appointments and helping the customer determine what services they may need based on vehicle maintenance issues. Include setting up loaner cars and verifying insurance before...

  • Customer Advisor

    2 weeks ago

    Quezon City, National Capital Region, Philippines Security Bank Corporation Full time ₱30,000 - ₱1,200,000 per year

    About Security BankWe are the Philippines' largest independent bank, having won countless awards over the years including the most prestigious industry award in both 2015 and 2016—the Bank of the Year – Philippines byThe Banker.We're changing how people bank. From the moment customers enter our branches to their experience online, we make them feel...

  • Customer Advisor

    4 days ago

    Quezon City, National Capital Region, Philippines Security Bank Corporation Full time ₱900,000 - ₱1,200,000 per year

    The RoleAs aCustomer Advisor, you will handle in-house selling, cross-selling of bank products and services, and managing of account portfolio to achieve sales targets. You will process the opening of new peso/dollar CASA accounts and placements, roll-over/renewal, termination, and payment of matured placements for all SBC products. You ensure on-time and...

  • Financial Advisor

    2 weeks ago

    Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time ₱900,000 - ₱1,200,000 per year

    Company DescriptionSun Life Grepa Financial, Inc. (SLGFI) is a joint venture partnership between the Yuchengco Group of Companies (YGC) and Sun Life Financial-Philippines. We offer financial protection products through various channels, including agency, bancassurance, and group accounts. YGC is one of Southeast Asia's largest conglomerates with over 90...

  • Customer Service Advisor

    5 days ago

    Makati City, National Capital Region, Philippines PENBROTHERS Full time ₱150,000 - ₱250,000 per year

    About PenbrothersPenbrothers is an HR & remote talent management partner and one of the fastest growing companies in the Philippines. We provide talented Filipinos with global opportunities in high-growth startups and dynamic companies, from the comfort of their own homes.About the ClientOur client is a design-driven platform helping entrepreneurs build...