Branch Client Relations & Growth Specialist

BDO Unibank; Mandaluyong; On-site; PHP 279,000 - 469,000; Full time

Job summary

BDO Unibank is seeking a Branch Client Relations Officer to manage daily lobby operations and support the Branch Head in driving growth. You will identify client needs, generate sales leads, and promote banking and bancassurance products to strengthen client relationships.

The role emphasizes service excellence, sales effectiveness, and adherence to policies across Greenhills, Ortigas, Pasig, Makati, QC and Manila areas.

Qualifications

• Bachelor's degree required.
• At least three years of branch banking experience as an officer.
• Proficiency in computer and business applications (e.g., MS Office).
• Effective oral and written communications skills.

Responsibilities

• Provide customer service to bank clients and proactively offer assistance.
• Manage lobby traffic and educate clients to use branch digital channels.
• Approve and override transactions as needed.
• Ensure compliance with the Bank's policies, procedures and requirements.

Skills

Customer service

Lobby management

Sales mindset

Communication skills

Digital channels

Education

Bachelor's degree

Tools

MS Office

Job description

BDO Unibank is seeking a Branch Client Relations Officer to manage daily lobby operations and support the Branch Head in driving growth. You will identify client needs, generate sales leads, and promote banking and bancassurance products to strengthen client relationships.

The role emphasizes service excellence, sales effectiveness, and adherence to policies across Greenhills, Ortigas, Pasig, Makati, QC and Manila areas.