Banking Services & Client Success Assistant

BDO Unibank; Baguio, Hinoba-an; On-site; PHP 180,000 - 240,000; Full time

Job summary

BDO Unibank, Inc. in the Philippines is seeking a Branch Operations Associate to support account opening, client inquiries and after-sales service. You will help process transactions, verify documents, and promote the bank's products.

This role requires on-site work in La Trinidad, Benguet and a customer-focused approach. Responsibilities include daily start/end of day activities, ensuring accuracy, compliance with policies, and contributing to a high standard of service.

Qualifications

• Bachelor’s degree in a business-related field.
• Fresh graduates may apply; practical work experience preferred.
• Proficiency in computer applications and business software.

Responsibilities

• Perform start and end of day banking activities per approved processes.
• Ensure correctness and completion of transaction documents.
• Ensure compliance with bank policies and regulatory requirements.
• Support clients with account opening and after-sales inquiries.

Skills

Computer proficiency

Oral and written communication

Presentation and negotiation

Interpersonal skills

Problem solving

Numerical skills

Education

Bachelor’s degree in Business or related field

Job description

BDO Unibank, Inc. in the Philippines is seeking a Branch Operations Associate to support account opening, client inquiries and after-sales service. You will help process transactions, verify documents, and promote the bank's products.

This role requires on-site work in La Trinidad, Benguet and a customer-focused approach. Responsibilities include daily start/end of day activities, ensuring accuracy, compliance with policies, and contributing to a high standard of service.