Banking Customer Success & Sales Specialist

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

Job summary

Bank of the Philippine Islands (BPI) is seeking a Customer Sales and Service Associate in Calamba, Laguna (BRANCH). The role handles financial and non-financial customer transactions, cross-sells bank products, and performs KYC and related banking tasks.

Primary responsibilities include processing various transactions, maintaining cash and records, and ensuring compliance with security and safety protocols at the branch. Strong customer service and sales skills are essential.

Qualifications

• Good communication and interpersonal skills to engage customers effectively.
• Ability to cross-sell and explain bank products and services.
• Knowledge of Know Your Customer (KYC) procedures and banking compliance.
• Strong problem-solving skills and ability to manage customer inquiries.

Responsibilities

• Process over-the-counter transactions quickly and accurately (cash deposits/withdrawals, bills payments, etc.).
• Handle auxiliary transactions (foreign exchange, manager's check, remittance, etc.).
• Maintain cash limits and balance own transactions at end of day.
• Conduct KYC and ensure documents are complete and properly filed.

Skills

Communication

Negotiation

Customer Service

Product Knowledge

Relationship Building

Time Management

Problem Solving

Sales Strategy

Job description

Bank of the Philippine Islands (BPI) is seeking a Customer Sales and Service Associate in Calamba, Laguna (BRANCH). The role handles financial and non-financial customer transactions, cross-sells bank products, and performs KYC and related banking tasks.

Primary responsibilities include processing various transactions, maintaining cash and records, and ensuring compliance with security and safety protocols at the branch. Strong customer service and sales skills are essential.