Branch Banking — Customer Sales & Service Associate

Bank of the Philippine Islands (BPI); Pagbilao; On-site; PHP 201,000 - 268,000; Full time

Job summary

Bank of the Philippine Islands is hiring a Customer Sales and Service Associate at the Lucena (Quezon) branch. The CSSA handles both financial and non-financial transactions such as deposits, withdrawals, transfers, and account opening, while offering and cross-selling bank products.

Key duties include accurate cash handling, end-of-day balancing, KYC procedures, maintaining records, and promoting digital channels to customers.

Responsibilities

• Transactions: process over-the-counter deposits, withdrawals, check payments, bills payments, fund transfers, account opening and other services.
• Maintain cash and accountable forms within limits; balance own transactions daily.
• KYC: explain terms, verify documents, scan and file records; update customer data.
• Customer service and cross-sell: attend to inquiries, onboard clients to digital channels, promote bank products.

Job description

Bank of the Philippine Islands is hiring a Customer Sales and Service Associate at the Lucena (Quezon) branch. The CSSA handles both financial and non-financial transactions such as deposits, withdrawals, transfers, and account opening, while offering and cross-selling bank products.

Key duties include accurate cash handling, end-of-day balancing, KYC procedures, maintaining records, and promoting digital channels to customers.