Banking Marketing & Client Services Associate

BDO Unibank; Santa Rosa; On-site; PHP 201,000 - 312,000; Full time

Job summary

BDO Unibank, Inc. is the Philippines’ leading full‑service bank, offering a wide range of financial and digital banking services.

The Marketing Assistant role involves providing service to clients related to account opening, inquiries and after sales services, while assisting the Marketing Officer in selling bank products and services. Responsibilities include handling start and end of day banking, ensuring accurate documents, adhering to policies, and supporting the bank in achieving financial

Qualifications

• Bachelor's/College degree required, preferably business-related.
• Proficiency in computer and business applications.
• Strong oral and written communication skills.
• Good presentation and negotiation abilities.

Responsibilities

• Provide service to clients regarding account opening, placements, SDB, client inquiries and after sales services.
• Assist Marketing Officer in selling the bank's products and services.
• Perform start and end of day banking activities.
• Ensure correctness and completion of transaction documents; timely completion of end-of-day processing.
• Ensure compliance to bank policies, internal controls and regulatory requirements.
• Assist in achieving bank’s financial targets.
• Perform other duties that may be assigned from time to time.

Skills

Oral and written communication

Presentation and negotiation

Computer skills

Microsoft Office

Education

Bachelor's/College degree (business preferred)

Tools

Microsoft Office

Job description

BDO Unibank, Inc. is the Philippines’ leading full‑service bank, offering a wide range of financial and digital banking services.

The Marketing Assistant role involves providing service to clients related to account opening, inquiries and after sales services, while assisting the Marketing Officer in selling bank products and services. Responsibilities include handling start and end of day banking, ensuring accurate documents, adhering to policies, and supporting the bank in achieving financial