Branch Banking: Customer Sales & Service Associate

Bank of the Philippine Islands (BPI); Calasiao; On-site; PHP 201,000 - 335,000; Full time

Job summary

BPI is hiring a Customer Sales and Service Associate for its branch network in the Philippines, including Calasiao and nearby areas. The CSSA will handle daily banking transactions, assist with account openings, and drive sales of core banking products.

The role requires accuracy, customer focus, and adherence to KYC and regulatory standards. Primary tasks include processing deposits/withdrawals, managing documentation, and maintaining branch operations.

Qualifications

• Customer service experience preferred.
• Cash handling and accuracy in transactions.
• Cross-selling and upselling to customers.
• Basic knowledge of KYC procedures and compliance.

Responsibilities

• Process over-the-counter financial transactions such as deposits and withdrawals.
• Handle account opening and maintenance with accuracy and confidentiality.
• Perform daily balancing and cash handling within prescribed limits.
• Assist customers with bills payments, fund transfers, and service requests.
• Promote and cross-sell bank products to customers and explain terms clearly.

Skills

Customer service

Cash handling

Sales

KYC compliance

Education

High School Diploma

Tools

CRM software

MS Office

Job description

BPI is hiring a Customer Sales and Service Associate for its branch network in the Philippines, including Calasiao and nearby areas. The CSSA will handle daily banking transactions, assist with account openings, and drive sales of core banking products.

The role requires accuracy, customer focus, and adherence to KYC and regulatory standards. Primary tasks include processing deposits/withdrawals, managing documentation, and maintaining branch operations.