Banking Customer Advisor & Solutions Specialist

Hammerjack Pty Ltd; Taguig; On-site; PHP 300,000 - 540,000; Full time

Job summary

Security Bank in the Philippines is hiring a Customer Advisor to handle in-house sales, cross-selling of bank products, and managing customer accounts to hit sales targets.

You will open peso/dollar CASA accounts, manage renewals and maturities, and ensure on-time, accurate service within bank standards, while upholding regulatory and risk controls. The role also emphasizes strong customer service and relationship-building skills.

Qualifications

• Bachelor's degree holder.
• At least 1 year of branch banking experience.
• Strong customer service orientation and interpersonal skills.
• Understanding of regulatory, quality control, and risk management framework.

Responsibilities

• Identify customer's needs and cross-sell bank products.
• Assist walk-in customers with product guidance.
• Handle complaints with BCM to ensure resolution.
• Process over-the-counter transactions per bank policies.
• Conduct end-of-day cash verification as primary co-custodian.

Skills

Customer service

Negotiation

Relationship building

Communication

Education

Bachelor's degree

Job description

Security Bank in the Philippines is hiring a Customer Advisor to handle in-house sales, cross-selling of bank products, and managing customer accounts to hit sales targets.

You will open peso/dollar CASA accounts, manage renewals and maturities, and ensure on-time, accurate service within bank standards, while upholding regulatory and risk controls. The role also emphasizes strong customer service and relationship-building skills.