Bank Customer Sales & Service Specialist

Bank of the Philippine Islands (BPI); Balanga; On-site; PHP 268,000 - 469,000; Full time

Job summary

Bank of the Philippine Islands invites applications for the role of Customer Sales and Service Associate at Balanga and Olongapo branches. The CSSA handles basic banking transactions and promotes bank products, delivering friendly service to customers.

Responsibilities include processing deposits and withdrawals, account opening, KYC compliance, and cross-selling while maintaining branch controls and ensuring accurate end-of-day balances.

Qualifications

• Experience in customer service within banking or financial services.
• Knowledge of KYC processes and regulatory requirements.
• Strong accuracy and attention to detail in cash handling.

Responsibilities

• Process over-the-counter cash and check deposits, withdrawals, encashments, bills payments, and other transactions.
• Open new accounts and ensure customer RM records are correct.
• Explain terms and conditions; conduct KYC verifications.
• Balance cash and end-of-day transactions; maintain accountability.

Skills

Customer service

Sales

KYC knowledge

Cash handling

Job description

Bank of the Philippine Islands invites applications for the role of Customer Sales and Service Associate at Balanga and Olongapo branches. The CSSA handles basic banking transactions and promotes bank products, delivering friendly service to customers.

Responsibilities include processing deposits and withdrawals, account opening, KYC compliance, and cross-selling while maintaining branch controls and ensuring accurate end-of-day balances.