Branch Client Relations Officer (Cubao)

BDO Unibank; Mandaluyong; Vor Ort; PHP 300.000 - 540.000; Vollzeit

Zusammenfassung

BDO Unibank, Inc. is seeking a Branch Client Relations Officer in Metro Manila to oversee daily lobby operations and support the Branch Head in driving business growth through active cross-selling and upselling of banking and bancassurance products.

You will identify client needs, generate sales leads, and promote deposits, loans, credit cards, and insurance solutions while ensuring compliance with bank policies and delivering excellent customer service.

Qualifikationen

• Bachelor's degree in any field.
• At least 3 years branch banking experience as an officer.
• Strong communication and computer skills.

Aufgaben

• Provide customer service to clients by actively assisting and addressing inquiries.
• Manage lobby traffic and educate clients to use the branch's electronic channels and services.
• Approve and override transactions in accordance with bank policies and approvals.
• Ensure compliance with the Bank's policies, procedures and requirements.

Kenntnisse

Computer proficiency

Oral and written communication

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.

Key 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

• Bachelor's degree holder
• With at least three years branch banking experience as an officer
• Proficiency in computer and business applications
• Has effective oral and written communications skills
• Available vacancies for Greenhills, Ortigas, Pasig, Makati, Quezon City and Manila areas