Branch Client Relations Officer (Makati)

BDO Unibank; Mandaluyong; On-site; PHP 300,000 - 600,000; Full time

Job summary

BDO Unibank is seeking a Branch Customer Relations Officer to support the Branch Head through daily lobby management and client engagement, ensuring excellent service standards and smooth branch operations.

The role emphasizes active marketing, cross-selling and upselling of deposit accounts, loans, credit cards and bancassurance solutions; you will generate sales leads, guide clients to digital channels, approve and override transactions where appropriate, and ensure compliance with bank

Qualifications

• Bachelor's degree in a relevant field.
• At least 3 years of branch banking experience as an officer.
• Proficiency in computer and business applications.
• Effective oral and written communication skills.

Responsibilities

• Provide customer service to bank clients and support daily lobby operations.
• Manage lobby traffic and educate clients to use digital channels.
• Approve and override transactions where appropriate.
• Ensure compliance with the bank's policies and requirements.

Skills

Customer service

Lobby management

Cross-selling

Upselling

Sales leads generation

Digital channels

Communication 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.

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