Branch Client Relations Officer

BDO Unibank; Metro Manila; On-site; PHP 360,000 - 540,000; Full time

Job summary

BDO Unibank in Metro Manila is seeking a Branch Client Relations Officer to support the Branch Head by managing lobby operations and driving growth through cross-selling of banking products and bancassurance solutions. The CRO identifies client needs, generates sales leads, and promotes appropriate banking and insurance products to strengthen client relationships and help meet branch targets.

The role requires a four-year or five-year degree, 3+ years in branch banking (2 in Marketing/Sales),

Qualifications

• Graduate of any four-year or five-year course / Bachelor's Degree Holder.
• With at least three years branch banking experience as an officer (two years in Marketing or Sales).
• Proficiency in computer and business applications.
• Effective oral and written communications, problem solving, and numerical skills.
• Strong presentation, negotiation, leadership, and interpersonal skills.

Responsibilities

• Provide customer service to clients and actively offer assistance.
• Manage lobby traffic and direct clients to use electronic channels.
• Approve and override transactions.
• Ensure compliance with bank policies and procedures.

Skills

Customer service

Sales & marketing

Communication

Problem solving

Negotiation

Leadership

Interpersonal skills

Education

Bachelor's degree

Tools

MS Office

Banking software

Job description

The Branch Client Relations Officer (CRO) is responsible for the daily lobby management operations and serves as a key support to the Branch Head in driving business growth through active marketing, cross-selling, and upselling of the Bank’s and its affiliates’ products and services, including deposit accounts, loans, credit cards, and bancassurance solutions. The role involves identifying client needs, generating sales leads, and promoting appropriate banking and insurance products to enhance client relationships and contribute to the branch’s overall sales targets.

Duties and 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

Qualifications

• Graduate of any four-year or five-year course / 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
• Has good problem solving and numerical skills
• Has effective Presentation and Negotiation Skills
• Has leadership and effective interpersonal and people management skills

You must be willing to work in the following locations: