New Accounts Officer

1 week ago

Makati City, National Capital Region, Philippines Security Bank Corporation Full time ₱200,000 - ₱250,000 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'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
  • Staff candidates who are ready to become an officer are welcome to apply

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