Banking Customer Sales & Service Specialist

Bank of the Philippine Islands (BPI); Philippines; On-site; PHP 180,000 - 240,000; Full time

Job summary

Bank of the Philippine Islands is seeking a Customer Sales and Service Associate in the Philippines. The role handles financial and non-financial customer transactions, including deposits, withdrawals, and account opening, while also promoting and selling bank products and services.

The CSSA is responsible for accurate processing, KYC compliance, and maintaining records. The position supports customer service and sales targets at branches in Marikina and Cubao.

Qualifications

• Gives accurate customer service and banking assistance.
• Cross-sells bank products and services to customers.
• Performs KYC and maintains customer records.
• Balances cash and ensures proper documentation.

Responsibilities

• Processes over-the-counter cash transactions including deposits and withdrawals.
• Conducts cross-selling to Personal Banking customers and CRM leads.
• Performs end-of-day balancing of own transactions and maintains accountability forms.
• Ensures customer information is updated and accurate; explains terms and conditions.

Skills

Customer service

Sales skills

KYC familiarity

Job description

Bank of the Philippine Islands is seeking a Customer Sales and Service Associate in the Philippines. The role handles financial and non-financial customer transactions, including deposits, withdrawals, and account opening, while also promoting and selling bank products and services.

The CSSA is responsible for accurate processing, KYC compliance, and maintaining records. The position supports customer service and sales targets at branches in Marikina and Cubao.