Banking Customer Solutions & Sales Associate

Bank of the Philippine Islands (BPI); Tanauan; On-site; PHP 201,000 - 301,000; Full time

Job summary

The Bank of the Philippine Islands is looking for a Customer Sales and Service Associate (CSSA) who handles both financial and non-financial customer transactions, including deposits, withdrawals, check payments, bills payments, fund transfers, and account opening, while promoting bank products and services.

The CSSA role emphasizes accurate processing, adherence to procedures, KYC, and providing responsive customer service to drive cross-selling and customer satisfaction at the branch level.

Responsibilities

• Handle over-the-counter financial and non-financial transactions for customers, including deposits, withdrawals, check payments, and fund transfers.
• Process opening of accounts and KYC documentation, ensuring compliance and accuracy.
• Cross-sell bank products and services to customers and document outcomes in reporting tools.

Job description

The Bank of the Philippine Islands is looking for a Customer Sales and Service Associate (CSSA) who handles both financial and non-financial customer transactions, including deposits, withdrawals, check payments, bills payments, fund transfers, and account opening, while promoting bank products and services.

The CSSA role emphasizes accurate processing, adherence to procedures, KYC, and providing responsive customer service to drive cross-selling and customer satisfaction at the branch level.