Banking Customer Sales & Service Associate

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

Job summary

Bank of the Philippine Islands (BPI) in Taguig invites applications for a Customer Sales and Service Associate. The CSSA handles both financial and non-financial customer transactions, including deposits, withdrawals, check payments, and fund transfers, and also opens accounts and maintains client records.

Key duties include accurate processing, KYC checks, and supporting branch sales targets by cross-selling bank products and services to customers.

Responsibilities

• Processes over-the-counter banking transactions with accuracy and speed.
• Performs deposits, withdrawals, check payments, and other financial activities.
• Opens accounts and maintains customer records with proper documentation.
• Conducts KYC procedures and ensures documents are complete and filed.
• Cross-sells bank products and services to customers and CRM leads.

Job description

Bank of the Philippine Islands (BPI) in Taguig invites applications for a Customer Sales and Service Associate. The CSSA handles both financial and non-financial customer transactions, including deposits, withdrawals, check payments, and fund transfers, and also opens accounts and maintains client records.

Key duties include accurate processing, KYC checks, and supporting branch sales targets by cross-selling bank products and services to customers.