Banking Sales & Service Associate

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 201,000 - 268,000; Full time

Job summary

BANK OF THE PHILIPPINE ISLANDS is seeking a Customer Sales and Service Associate (CSSA) to handle financial and non-financial customer transactions, including deposits, withdrawals, transfers, and account openings. The CSSA will also cross-sell products and ensure compliance with KYC procedures.

The role emphasizes accurate processing, daily balancing, and proactive customer support across banking services to contribute to branch performance.

Responsibilities

• Process over-the-counter banking transactions accurately and efficiently
• Perform end-of-day balancing and maintain required records
• Conduct KYC and ensure all documents are complete and filed
• Cross-sell bank products and services to customers
• Deliver excellent customer service and support branch sales targets

Job description

BANK OF THE PHILIPPINE ISLANDS is seeking a Customer Sales and Service Associate (CSSA) to handle financial and non-financial customer transactions, including deposits, withdrawals, transfers, and account openings. The CSSA will also cross-sell products and ensure compliance with KYC procedures.

The role emphasizes accurate processing, daily balancing, and proactive customer support across banking services to contribute to branch performance.