Branch Client Relations Officer (Makati)

BDO Unibank; Mandaluyong; In loco; PHP 300.000 - 420.000; Tempo pieno

Descrizione del lavoro

BDO Unibank, Inc. in the Philippines seeks a Branch Client Relations Officer to oversee daily lobby operations and act as a key support to the Branch Head.

The role focuses on active marketing, cross-selling, and upselling of the bank's products and its affiliates, including deposit accounts, loans, credit cards, and bancassurance solutions to deepen client relationships. Qualifications include a Bachelor's degree, at least three years of branch banking experience, strong computer and business

Competenze

• Bachelor's degree required.
• At least three years of branch banking experience.
• Proficiency in computer and business applications.
• Excellent oral and written communication skills.

Mansioni

• Provide customer service to clients in the bank lobby by actively volunteering assistance.
• Manage lobby traffic in the branch and direct/educate clients to use electronic channels.
• Approve and override transactions while ensuring compliance to bank policies and procedures.
• Ensure compliance with the Bank's policies, procedures and requirements.

Conoscenze

Oral and written communication

Computer skills

Business applications

Formazione

Bachelor's degree

Strumenti

Computer skills

Business applications

Descrizione del lavoro

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, Makati, Ortigas, Quezon City and Manila areas