Banking Services Associate: Customer Experience & Cross-Sell

Bank of the Philippine Islands (BPI); Davao City; On-site; PHP 200,000 - 280,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking a Customer Sales and Service Associate to provide competent, caring, fast and accurate service to clients' banking needs in line with our service excellence objective.

The role involves processing over-the-counter transactions, cross-selling to existing clients, and referring clients with inquiries about other bank products, all while delivering a WOW customer experience and adhering to bank policies.

Qualifications

• Bachelor's Degree in any field (preferably business-related)
• No work experience required but experience in customer service is an advantage
• Good communication and interpersonal skills
• High level of initiative and innovation
• Ability to work well with people from various socio-economic classes

Responsibilities

• Processing over-the-counter transactions such as cash and check deposits, withdrawals, encashment, payments and miscellaneous transactions
• Assisting UNIPRO for certain activities such as scanning, filing of signature cards and other bank documents
• Reviewing all check transactions and verifying authenticity of all notes received
• Cross-selling to existing clients of the branch
• Referring transacting clients who have queries or are interested in other bank products
• Continuously providing a WOW Customer Experience to all transacting clients
• Performing other functions that may be assigned from time to time

Skills

Customer service

Communication

Interpersonal skills

Initiative

Diversity awareness

Education

Bachelor's degree

Job description

Bank of the Philippine Islands (BPI) is seeking a Customer Sales and Service Associate to provide competent, caring, fast and accurate service to clients' banking needs in line with our service excellence objective.

The role involves processing over-the-counter transactions, cross-selling to existing clients, and referring clients with inquiries about other bank products, all while delivering a WOW customer experience and adhering to bank policies.