Branch Ambassador Makati

UnionBank; Makati; On-site; PHP 268,000 - 424,000; Full time

Job summary

UnionBank is seeking a Branch Ambassador at the Ayala, Makati City branch to support daily branch operations and deliver platform services. You will drive account opening, in-house sales, cash management, and CX initiatives while acting as the CAO of the branch.

The role emphasizes maintaining branch presentation, cross-selling opportunities, and accurate processing of banking transactions using the branch systems and reports.

Qualifications

• Experience in branch operations and customer service is preferred.
• Ability to handle daily cash transactions and maintain accuracy.

Responsibilities

• Promote bank products and assist in cross-selling to branch clients.
• Serve as Customer Assistance Officer (CAO) in the branch.
• Maintain branch image with clean facilities and organized promotional displays.
• Assist Relationship Manager in marketing to prospective clients; support account openings.
• Administer the Branch Delivery System and ensure proper report distribution and filing.
• Oversee cash operations, vault balances, and daily cash counts.
• Manage ATM operations, deposits, withdrawals, and related transactions.

Skills

Sales

Customer service

Cash handling

Documentation

Education

No specific degree stated

Tools

APERTA

Job description

Job Description:

Job Title: Branch Ambassador

Location: Ayala, Makati City

Employment Type: Probationary

Job Summary:

Responsible for administration and efficient operation of the Branch Delivery System, delivery of platform services, account opening and in-house sales, cash management at branch level, participation in the administrative proceedings, CX experience and serves as the CAO of the branch.

Duties And Responsibilities

• Sales/Marketing
• Responsible for sales fulfillment and ensures retention of accounts and solicits additional business from existing and walk-in clients.
• Acts as Customer Assistance Officer (CAO) in the branch
• Ensures that the branch projects the image of a service-efficient Bank worthy of client’s patronage through:
• Well-maintained front-office facilities and equipment;
• Well-organized display of promotional materials on the bank’s products and services; and
• Smartly dressed front-office personnel.
• Keeps himself and all Jr Ambassador’s thoroughly familiar with the Bank’s existing and new products and services.
• Explores and takes advantage of every opportunity to cross-sell the Bank’s products and services to clients inquiring and/or transacting with the branch.
• Monitors account closures; interviews clients to determine reasons for closure.
• Assists the Relationship Manager in marketing for prospective clients and endorses accounts where follow-up client calls are needed.
• Primarily responsible for the administration of the Branch Delivery System.
• Downloads (or supervises downloading of) reports and distributed to critical users and then properly filed.
• Processes the following transactions thru his assigned terminal:
• Opening of bank products.
• Opening, roll-over, withdrawal and closure of placements / investments
• Applications for Manager’s checks, Demand drafts and Telegraphic Transfer
• Application, renewal and termination of SDB lease contracts
• Requests for ATM cards (new/replacement), checkbook reorders, bank certifications, passbook replacements, Stop Payment Orders, hold-outs, closing of accounts, etc.
• Deposits, withdrawals, encashments, receipts, payments and other monetary transactions
• Performs outright verification of all transactions posted in his terminal against validation in the source documents, its technicalities and approvals.
• Ensures proper balancing of transactions in his assigned platform terminal.
• As branch Cash Custodian,
• responsible for
• maintaining over-all control of cash and monitoring its minimum and optimum level
• Accurate recording of cash transactions and accounts for balances of cash-in-vault
• servicing the cash requirements of the Junior Ambassadors
• Performing weekly surprise detailed cash count of Junior Ambassadors.
• Approves/co- approves transactions and documents in accordance with policies on approving authority limits for all bank transactions.
• Monitors, advises and informs clients of TD or placement maturities, rates and term
• Ensures that late payments / deposits are properly recorded upon receipt from client and that these are reversed and validated or deposited and scanned thru APERTA for clearing the following day
• Assists Sr Ambassador in scanning all check deposits based on cut-off schedules thru APERTA
• Processes bills purchase in accordance with the approved BP.
• Holder of lower or left dial combination of the main vault, keys to the inner grill door and the dial combination of the cash vault and ATM keys -Custodian of branch pouch: receives, distributes, dispatches, memos, reports, documents to addressees.
• sends to inward clearing all SSCs of new accounts and SSCs for updating
• Processes issuance of manager’s check of approved cash-back and receives and forwards credit card applications to credit card unit.
• Principally responsible for the ATM operations and control including proper upkeep of ATM vestibule, availability of ATM receipts, availability of the machine 24/7, preparation and submission of ATM proof sheet.
• Co-custodian of contingent items and vital documents ( I.e. late deposits/ items held for safekeeping / Accountable forms/ signature cards / corporate Documents,).
• Monitors and follows up all incomplete documentation of accounts opened -Ensures accurate and timely preparation of all reports required from the branch.
• Counter-checks / do call-back of Jr Ambassador and Sr Ambassador’s documents -Ensures the completeness