Banking Customer Success & Sales Associate

Bank of the Philippine Islands (BPI); Lipa; On-site; PHP 201,000 - 290,000; Full time

Job summary

Bank of the Philippine Islands invites applications for a Customer Sales and Service Associate at our Batangas/Lipa branch. The role handles financial and non-financial transactions, opens accounts and cross-sells products to customers.

You will ensure accuracy, perform end-of-day balancing, conduct KYC, maintain security, and deliver responsive service while supporting branch sales targets. Ideal candidates are customer focused and detail oriented, capable of thriving in a fast-paced banking

Qualifications

Responsibilities

• Transaction Processing: provides fast and accurate delivery of banking transactions and services.
• Operations, Control and Risk Management: maintains branch operations in line with policies and regulatory requirements.
• Customer Service and Sales: supports branch in attaining sales and revenue targets; cross-sells to customers.
• Performs other functions that may be assigned from time to time.

Job description

Bank of the Philippine Islands invites applications for a Customer Sales and Service Associate at our Batangas/Lipa branch. The role handles financial and non-financial transactions, opens accounts and cross-sells products to customers.

You will ensure accuracy, perform end-of-day balancing, conduct KYC, maintain security, and deliver responsive service while supporting branch sales targets. Ideal candidates are customer focused and detail oriented, capable of thriving in a fast-paced banking