Banking Sales & Service Associate

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

Job summary

Bank of the Philippine Islands is seeking a Customer Sales and Service Associate to handle teller-like transactions and offer banking products at branch locations in San Pedro, Binan, and Santa Rosa. The role combines accurate transaction processing with friendly, proactive customer service to support daily banking needs.

You will cross-sell services, document customer information for KYC, and help maintain branch operations in line with security and compliance standards.

Qualifications

• Experience in handling customer transactions and inquiries.
• Ability to cross-sell banking products to customers.
• Strong communication and interpersonal skills.

Responsibilities

• Process over-the-counter banking transactions accurately.
• Cross-sell Personal Banking products to customers.
• Assist with branch operations and maintain security/compliance.
• Support digital channel onboarding and customer data updates.

Skills

Customer service

Sales

Communication

KYC awareness

Job description

Bank of the Philippine Islands is seeking a Customer Sales and Service Associate to handle teller-like transactions and offer banking products at branch locations in San Pedro, Binan, and Santa Rosa. The role combines accurate transaction processing with friendly, proactive customer service to support daily banking needs.

You will cross-sell services, document customer information for KYC, and help maintain branch operations in line with security and compliance standards.