Banking Customer Sales & Service Pro

Bank of the Philippine Islands (BPI); Kawit; On-site; PHP 201,000 - 312,000; Full time

Job summary

Bank of the Philippine Islands is seeking a Customer Sales and Service Associate to handle financial and non-financial customer transactions and to offer and cross-sell bank products. The role emphasizes accurate processing, customer service, and adherence to banking policies and procedures.

Primary responsibilities include processing deposits and withdrawals, account maintenance, and supporting customers with digital banking channels.

Responsibilities

• Processes over-the-counter banking transactions accurately.
• Handles cash deposits, withdrawals, check payments, and transfers.
• Maintains records, updates customer information, and explains terms.
• Performs KYC and ensures required documents are complete and filed.
• Supports cross-selling of bank products to customers.

Job description

Bank of the Philippine Islands is seeking a Customer Sales and Service Associate to handle financial and non-financial customer transactions and to offer and cross-sell bank products. The role emphasizes accurate processing, customer service, and adherence to banking policies and procedures.

Primary responsibilities include processing deposits and withdrawals, account maintenance, and supporting customers with digital banking channels.