Banking Transactions & Customer Growth Specialist

Bank of the Philippine Islands (BPI); El Nido; On-site; PHP 240,000 - 360,000; Full time

Job summary

BANK OF THE PHILIPPINE ISLANDS is hiring a Customer Sales and Service Associate to handle financial and non-financial customer transactions, including deposits, withdrawals, and transfers. The role includes cross-selling bank products and ensuring compliance with KYC requirements.

The CSSA will manage end-of-day balancing, processing account openings, and maintaining accurate customer records while delivering friendly service and proactive updates to clients.

Qualifications

• Experience in customer service in a banking environment is preferred.
• Ability to handle cash and transactions accurately.
• Knowledge of KYC procedures and compliance.

Responsibilities

• Process cash and check deposits, withdrawals, payments, and transfers accurately.
• Maintain cash and instrument security; handle balance and reporting.
• Cross-sell bank products to customers and explain terms.

Skills

Customer service

Sales

Banking operations

Attention to detail

Communication skills

Tools

CRM programs

Banking software

Job description

BANK OF THE PHILIPPINE ISLANDS is hiring a Customer Sales and Service Associate to handle financial and non-financial customer transactions, including deposits, withdrawals, and transfers. The role includes cross-selling bank products and ensuring compliance with KYC requirements.

The CSSA will manage end-of-day balancing, processing account openings, and maintaining accurate customer records while delivering friendly service and proactive updates to clients.