Banking Relationship & Solutions Specialist

Security Bank; Quezon City; On-site; PHP 200,000 - 300,000; Full time

Job summary

Security Bank is seeking a Customer Advisor to handle in-house selling and cross-selling of bank products, manage client portfolios, and ensure timely service delivery. You will process multi-currency account openings and handle renewals, terminations, and matured placements across SBC products.

The role emphasizes client relationship management, compliance with policies, and achievement of sales targets within a branch banking environment.

Qualifications

• Fresh graduate or less than 1 year of experience.
• Bachelor's/College degree in Business Studies/Administration/Management, Commerce, Economics, Finance/Accountancy/Banking, Marketing.
• Industry: Banking and Financial services.

Responsibilities

• Handle in-house selling and cross-selling of bank products and services.
• Manage account portfolio to achieve targets and ensure on-time service delivery.
• Process opening of peso/dollar/3rd currency CASA accounts and placements.
• Update client information, renewals, terminations, and matured placements.
• Ensure compliance with service standards and regulatory guidelines.

Skills

Cross-Selling

Customer Interaction

Account Opening/Booking

Bank Policies & Procedures

Sales Branch Banking

Understanding Customer Needs

Education

Bachelor's degree in Business/Finance

Job description

Security Bank is seeking a Customer Advisor to handle in-house selling and cross-selling of bank products, manage client portfolios, and ensure timely service delivery. You will process multi-currency account openings and handle renewals, terminations, and matured placements across SBC products.

The role emphasizes client relationship management, compliance with policies, and achievement of sales targets within a branch banking environment.