Branch Client Relations Officer

BDO Unibank; Metro Manila; On-site; PHP 446,000 - 781,000; Full time

Job summary

BDO Unibank is seeking a Branch Client Relations Officer to manage daily lobby operations and assist the Branch Head in driving business growth.

The role includes active marketing, cross-selling and upselling of deposits, loans, cards, and bancassurance, while identifying client needs and generating sales leads to enhance relationships and branch targets.

Required are a four- or five-year degree and at least three years in branch banking, with strong communication and leadership skills.

Qualifications

• Requires a four- or five-year degree.
• At least 3 years of branch banking experience.
• Experience in marketing/sales of bank products preferred.

Responsibilities

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

Skills

Customer service

Sales & cross-selling

Negotiation

Presentation skills

Interpersonal skills

Computer skills

Education

Bachelor's degree

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