Branch Client Relations & Growth Specialist

BDO Unibank, Inc.; Manila; On-site; PHP 279,000 - 469,000; Full time

Job summary

BDO Unibank, Inc. in Manila is seeking a Branch Client Relations Officer to manage daily lobby operations and support the Branch Head in driving business growth through active marketing and cross-selling of banking products and services, including deposits, loans, credit cards, and bancassurance.

The role involves identifying client needs, generating sales leads, guiding customers to digital channels, and ensuring adherence to bank policies while delivering excellent customer service.

Qualifications

• Bachelor's degree holder.
• With at least three years branch banking experience as an officer (two years of which in Marketing (low counter) and/or Sales of bank products).
• Proficiency in computer and business applications.
• Has effective oral and written communications skills.
• Willing to be assigned in Metro Manila.

Responsibilities

• Provide customer service to the clients of the Bank by actively volunteering assistance
• Manage lobby traffic in the branch and directing / educating clients to use alternative electronic channels (i.e. the branch's digital machines)
• Approve and override transactions
• Ensure compliance to the Bank's Policies, procedures and Requirements

Skills

Customer service

Sales

Communication

Computer skills

Education

Bachelor's degree

Job description

BDO Unibank, Inc. in Manila is seeking a Branch Client Relations Officer to manage daily lobby operations and support the Branch Head in driving business growth through active marketing and cross-selling of banking products and services, including deposits, loans, credit cards, and bancassurance.

The role involves identifying client needs, generating sales leads, guiding customers to digital channels, and ensuring adherence to bank policies while delivering excellent customer service.