Bank Branch: Customer Sales & Service Pro

Bank of the Philippine Islands (BPI); Angeles; On-site; PHP 167,000 - 279,000; Full time

Job summary

Bank of the Philippine Islands in Angeles, Philippines seeks a Customer Sales and Service Associate to handle both financial and non-financial customer transactions, cross-sell bank products, and support daily branch operations.

You will process over-the-counter transactions, deposits, withdrawals, and payments, perform account opening, and conduct KYC while ensuring accuracy and regulatory compliance in a fast-paced branch setting.

Responsibilities

• Processes over-the-counter transactions including cash and check deposits, withdrawals, encashment, and bills payments.
• Handles auxiliary transactions such as foreign exchange, remittance, and checkbook requests.
• Maintains cash and accountable forms within prescribed limits and balances at end of day.
• Opens accounts and ensures only one customer RM record is used.
• Performs KYC and explains terms and conditions to customers.
• Ensures KYC documents are complete and properly filed; scans documents and prepares KYC materials.
• Proactively updates customer contact information and/or bank records.
• Handles amendments to customer records and secures approvals for transactions beyond authority.
• Attends promptly to customer transactions, inquiries and requests, and provides customer feedback.
• Performs cross-selling to Personal Banking customers and CRM leads.
• Engages walk-in customers and documents conversations in reporting tools.
• On-boards clients to and promotes usage of digital channels.
• Performs other functions that may be assigned from time to time.

Job description

Bank of the Philippine Islands in Angeles, Philippines seeks a Customer Sales and Service Associate to handle both financial and non-financial customer transactions, cross-sell bank products, and support daily branch operations.

You will process over-the-counter transactions, deposits, withdrawals, and payments, perform account opening, and conduct KYC while ensuring accuracy and regulatory compliance in a fast-paced branch setting.