Branch Client Relations Officer (Cubao)

BDO Unibank; Mandaluyong; On-site; PHP 279,000 - 469,000; Full time

Job summary

BDO Unibank is seeking a Branch Client Relations Officer to manage daily lobby operations and support the Branch Head in driving growth. You will identify client needs, generate sales leads, and promote banking and bancassurance products to strengthen client relationships.

The role emphasizes service excellence, sales effectiveness, and adherence to policies across Greenhills, Ortigas, Pasig, Makati, QC and Manila areas.

Qualifications

• Bachelor's degree required.
• At least three years of branch banking experience as an officer.
• Proficiency in computer and business applications (e.g., MS Office).
• Effective oral and written communications skills.

Responsibilities

• Provide customer service to bank clients and proactively offer assistance.
• Manage lobby traffic and educate clients to use branch digital channels.
• Approve and override transactions as needed.
• Ensure compliance with the Bank's policies, procedures and requirements.

Skills

Customer service

Lobby management

Sales mindset

Communication skills

Digital channels

Education

Bachelor's degree

Tools

MS Office

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.

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