Branch Banking: Customer Sales & Service Pro

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

Job summary

Bank of the Philippine Islands is seeking a Customer Sales and Service Associate to handle both financial and non-financial customer transactions at branches in Cauayan and Santiago. The CSSA will cross-sell bank products, assist in account opening, and perform KYC-related duties while ensuring accuracy and compliance with procedures.

Responsibilities include processing cash and check deposits, withdrawals, bill payments, transfers, and related services, plus end-of-day balancing and

Qualifications

• Handles financial and non-financial customer transactions.
• Offers and cross-sells bank products and services.
• Aids in opening accounts and documentation for KYC.

Responsibilities

• Processes over-the-counter transactions including deposits, withdrawals and bills payments.
• Performs end-of-day balancing and maintains accountable forms.
• Ensures proper documentation and filing of KYC and transaction records.
• Supports customer inquiries and guides usage of digital channels.
• Cross-sells to CRM-defined personal banking customers.

Skills

Customer service

Cross-selling

KYC awareness

Cash handling

Job description

Bank of the Philippine Islands is seeking a Customer Sales and Service Associate to handle both financial and non-financial customer transactions at branches in Cauayan and Santiago. The CSSA will cross-sell bank products, assist in account opening, and perform KYC-related duties while ensuring accuracy and compliance with procedures.

Responsibilities include processing cash and check deposits, withdrawals, bill payments, transfers, and related services, plus end-of-day balancing and