Banking Customer Advisor & Cross-Sell Specialist

Hammerjack Pty Ltd; Philippines; On-site; PHP 240,000 - 360,000; Full time

Job summary

Security Bank in the Philippines seeks a Customer Advisor to drive in-house selling and cross-selling of bank products while managing an account portfolio to meet sales targets. You will open peso/dollar CASA accounts and placements, roll-overs/renewals, terminations, and ensure on-time service in line with standards.

Degree holders with 1+ year of branch banking experience are preferred. The role requires strong interpersonal and customer service skills, plus an understanding of regulatory and

Qualifications

• Bachelor's degree required.
• At least 1 year of branch banking experience, preferably handling new accounts.
• Strong interpersonal, negotiation, and customer service skills.
• Knowledge of regulatory, quality control and risk management framework.

Responsibilities

• Handle in-house selling and cross-selling of bank products.
• Process opening of peso/dollar CASA accounts and placements.
• Ensure on-time and accurate service delivery in line with bank standards: compliance.
• Act as primary co-custodian for Main Vault Door and Cash Safe; perform end-of-day cash verification.

Skills

Interpersonal skills

Negotiation skills

Customer service

Regulatory awareness

Education

Bachelor's degree

Job description

Security Bank in the Philippines seeks a Customer Advisor to drive in-house selling and cross-selling of bank products while managing an account portfolio to meet sales targets. You will open peso/dollar CASA accounts and placements, roll-overs/renewals, terminations, and ensure on-time service in line with standards.

Degree holders with 1+ year of branch banking experience are preferred. The role requires strong interpersonal and customer service skills, plus an understanding of regulatory and