Banking Services & Customer Sales Associate

Bank of the Philippine Islands (BPI); Navotas; On-site; PHP 223,000 - 290,000; Full time

Job summary

BANK OF THE PHILIPPINE ISLANDS in Navotas is seeking a Customer Sales and Service Associate to handle a range of financial and non-financial customer transactions, including deposits, withdrawals, check payments, bills payments, fund transfers and account opening. You will also cross-sell bank products and services while maintaining accurate records and complying with KYC processes.

The role emphasizes accurate cash handling, end-of-day balancing, and proactive customer service, with

Responsibilities

• Transaction Processing – Provides fast and accurate delivery of banking transactions.
• Over-the-counter transactions: cash and check deposits, withdrawals, encashment, bill payments and sundry transactions.
• Auxiliary transactions: foreign exchange, manager's checks, remittance, debit cards and checkbook requests, bank statements and other requests.
• Conducts KYC and explains terms and conditions to customers; ensures documents are complete and safekept.
• Proactively updates customer contact information and bank records; handles amendments.
• Secures approvals for transactions beyond authority; conducts enhanced due diligence when applicable.
• Maintains branch operations and risk controls; balances cash and reports discrepancies.
• On-boards clients to digital channels and supports cross-selling to Personal Banking customers.
• Performs customer call-outs and engagement with walk-in customers; documents conversations.
• Performs other functions as assigned from time to time.

Job description

BANK OF THE PHILIPPINE ISLANDS in Navotas is seeking a Customer Sales and Service Associate to handle a range of financial and non-financial customer transactions, including deposits, withdrawals, check payments, bills payments, fund transfers and account opening. You will also cross-sell bank products and services while maintaining accurate records and complying with KYC processes.

The role emphasizes accurate cash handling, end-of-day balancing, and proactive customer service, with