Customer Advisor

1 week ago

LapuLapu City, Central Visayas, Philippines Security Bank Corporation Full time

The Role

As a Customer Advisor - New Accounts, 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'll contribute

  • Identifies customer's needs, maintains and nurtures customer 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 3 years of combined sales and operations experience in branch banking, 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 Solutions Sales Advisor

    6 days ago

    Lapu-Lapu City, Central Visayas, Philippines MM Royalcare Marketing Services Inc. Full time

    Application Process: VirtualWork Set-up: OnsiteJob Interview: Virtual ProcessJob Summary: Promote products/services, handle inquiries, and assist customers to complete purchases.Qualifications:HS Grad or HigherWith or Without BPO ExperienceSales-oriented and customer-focusedPerks & Benefits:Basic: ₱18,500Rice Allowance: ₱2,000Complexity Allowance:...

  • Customer Advisor

    1 week ago

    Cebu City, Central Visayas, Philippines Healthy Options Full time

    Make Better Choices — Choose Healthy OptionsAt Healthy Options, we're committed to creating a healthier world — one where individuals take charge of their well-being and make informed choices for a better planet.Since our first store opened at Shangri-La Plaza in 1995, our Customer Advisors have played a vital role in educating and empowering customers...

  • Customer Advisor

    1 week ago

    Bacolod City, Western Visayas, Philippines Security Bank Corporation Full time

    The RoleAs a Customer Advisor - New Accounts Officer, 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....

  • Customer Advisor

    1 week ago

    Iloilo City, Western Visayas, Philippines Security Bank Corporation Full time

    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...

  • Client Advisor

    3 days ago

    Cebu City, Central Visayas, Philippines Travel with the Grooves Inc. Full time

    As a Client Advisor, you will:Represent a prestigious luxury brand, driving sales and delivering legendary customer experiences.Meet monthly sales targets by performing the M.O.V.E RIMOWA Selling Ceremony and maintaining deep product knowledge.Ensure boutique excellence by upholding high quality standards of service and professionalism.Why Join UsCareer...

  • Executive Financial Advisor for Cebu

    1 week ago

    Cebu City, Central Visayas, Philippines EastWest Ageas Insurance Full time

    Be an Executive Financial Advisor in Cebu City | Earn up to 26K Base Salary + Incentives:Earn additional P20,000.00 monthly position incentiveUnlimited earning potential from sales commissions and bonusesAre you passionate about helping fellow Filipinos reach their financial goals? Be an Eastwest Ageas Insurance Financial Advisor and enjoy the following...

  • Sales Advisor

    3 days ago

    Cebu City, Central Visayas, Philippines Ayala Land Estates Full time

    Ayala Land Estates, Inc. (ALEI) is a subsidiary of Ayala Land Inc. focusing on large-scale property development. Our goal is to transform land into fully operational and sustainable estates by creatively and effectively integrating diverse commercial, residential, leisure, and entertainment offerings on one vibrant platform.Role DescriptionThe Advisor will...

  • Service Advisor

    2 weeks ago

    Mandaue City, Central Visayas, Philippines TOYOTA MANDAUE NORTH, CEBU Full time

    A Service Advisor acts as the primary liaison between customers and the service department. They are responsible for assessing customer needs, scheduling vehicle service appointments, explaining repair details, and ensuring customer satisfaction throughout the service process.Key Responsibilities:Greet customers and assess their service needs.Provide...

  • Clark - Customer Experience Advisors - January 2026

    1 week ago

    Angeles City, Central Luzon, Philippines VXI Global Solutions Full time

    It's fun to work in a company where people truly BELIEVE in what they are doingWe're committed to bringing passion and customer focus to the business.Job Description: Customer Experience AdvisorAbout the Role:We are seeking a passionate and customer-centric Customer Experience Advisors to join our dynamic team. In this role, you will be the primary point of...

  • Part time Sales Advisor

    6 days ago

    Cebu City, Central Visayas, Philippines H&M Group Full time

    Job Description A Sales Advisor is responsible for delivering the best customer experience that contributes to the store's sales and profit. As a Sales Advisor, you'll always put customers first, offer assistance, and share your product and fashion knowledge. You'll create an environment that is easy for customers to shop through store operations and great...