Branch Client Growth & Relations Officer

BDO Unibank; Mandaluyong; On-site; PHP 300,000 - 600,000; Full time

Job summary

BDO Unibank is seeking a Branch Customer Relations Officer to support the Branch Head through daily lobby management and client engagement, ensuring excellent service standards and smooth branch operations.

The role emphasizes active marketing, cross-selling and upselling of deposit accounts, loans, credit cards and bancassurance solutions; you will generate sales leads, guide clients to digital channels, approve and override transactions where appropriate, and ensure compliance with bank

Qualifications

• Bachelor's degree in a relevant field.
• At least 3 years of branch banking experience as an officer.
• Proficiency in computer and business applications.
• Effective oral and written communication skills.

Responsibilities

• Provide customer service to bank clients and support daily lobby operations.
• Manage lobby traffic and educate clients to use digital channels.
• Approve and override transactions where appropriate.
• Ensure compliance with the bank's policies and requirements.

Skills

Customer service

Lobby management

Cross-selling

Upselling

Sales leads generation

Digital channels

Communication skills

Education

Bachelor's degree

Job description

BDO Unibank is seeking a Branch Customer Relations Officer to support the Branch Head through daily lobby management and client engagement, ensuring excellent service standards and smooth branch operations.

The role emphasizes active marketing, cross-selling and upselling of deposit accounts, loans, credit cards and bancassurance solutions; you will generate sales leads, guide clients to digital channels, approve and override transactions where appropriate, and ensure compliance with bank