Branch Client Relations Officer (Manila)

BDO Unibank; Manila; On-site; PHP 360,000 - 600,000; Full time

Job summary

BDO Unibank is seeking a Branch Client Relations Officer to support the Branch Head in daily lobby operations and drive business growth through active marketing, cross-selling, and upselling of deposit accounts, loans, cards, and bancassurance solutions. The role involves identifying client needs, generating sales leads, and promoting suitable banking products.

Chinese-speaking candidates are preferred for branches in Greenhills, Makati, Ortigas, Quezon City and Manila.

Qualifications

• Bachelor’s degree holder.
• At least three years branch banking experience as an officer.
• Proficiency in computer and business applications.
• Chinese speaking.

Responsibilities

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

Skills

Customer service

Cross-selling

Sales

Education

Bachelor’s degree

Tools

Computer skills

Business applications

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
• Chinese speaking
• Available vacancies for Greenhills, Makati, Ortigas, Quezon City and Manila areas