Banking Customer Service & Sales Associate

Bank of the Philippine Islands (BPI); Rosario; On-site; PHP 200,000 - 280,000; Full time

Job summary

BANK OF THE PHILIPPINE ISLANDS is hiring a Customer Sales and Service Associate to handle everyday banking transactions and promote products to customers. You will process deposits, withdrawals, transfers, bills payments, and account openings while ensuring accuracy and compliance.

The role emphasizes cross-selling, KYC compliance, and delivering prompt customer service in a branch setting, with focus on risk-aware operations.

Qualifications

• Experience handling cash deposits/withdrawals and customer transactions.
• Knowledge of KYC processes and regulatory requirements.
• Ability to cross-sell banking products to customers.

Responsibilities

• Process over-the-counter transactions including deposits, withdrawals, bills payments.
• Process auxiliary transactions such as remittance, foreign exchange and checkbook requests.
• Maintain cash in the prescribed limit and balance at end of day.
• Perform KYC and ensure documents are complete.
• Provide and promote digital channels and customer service.
• Support branch operations and risk management compliance.

Skills

Customer service

Cash handling

Cross-selling

KYC

End-of-day balancing

Tools

CRM reporting tools

Job description

BANK OF THE PHILIPPINE ISLANDS is hiring a Customer Sales and Service Associate to handle everyday banking transactions and promote products to customers. You will process deposits, withdrawals, transfers, bills payments, and account openings while ensuring accuracy and compliance.

The role emphasizes cross-selling, KYC compliance, and delivering prompt customer service in a branch setting, with focus on risk-aware operations.