Branch Client Relations Officer

BDO Unibank; Metro Manila; Vor Ort; PHP 335.000 - 469.000; Vollzeit

Zusammenfassung

BDO Unibank is seeking a Branch Client Relations Officer to lead daily lobby operations and support the Branch Head in driving growth. You will actively market bank and affiliate products, identify client needs, and generate sales leads to strengthen relationships and hit branch sales targets.

The role requires a four-year degree, 3+ years in branch banking (2 in marketing or sales), strong computer skills, and excellent communication, presentation, and leadership abilities.

Qualifikationen

• Graduate of any four-year or five-year course; Bachelor's degree holder.
• At least 3 years branch banking experience as an officer, incl. 2 years in Marketing (low counter) and/or Sales.
• Proficiency in computer and business applications.
• Effective oral and written communications skills.
• Good problem solving and numerical skills.
• Effective presentation and negotiation skills.
• Leadership and interpersonal/people management abilities.

Aufgaben

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

Kenntnisse

Client relations

Sales ability

Communication

Negotiation

Leadership

Interpersonal skills

Presentation skills

Numerical skills

Computer proficiency

Ausbildung

Bachelor's degree

Jobbeschreibung

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: