Branch Client Relations Officer (Manila)

BDO Unibank; Manila; On-site; PHP 350,000 - 650,000; Full time

Job summary

BDO Unibank is seeking a Branch Client Relations Officer in Metro Manila to manage lobby operations and support the Branch Head in driving growth through marketing and cross-selling of banking products. The role involves identifying client needs, generating leads, and promoting banking and bancassurance solutions to strengthen client relationships.

Qualifications include a Bachelor's degree, at least three years of branch banking experience as an officer, proficiency in computer and business

Qualifications

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

Responsibilities

• Provide customer service to bank clients and actively assist.
• Manage lobby traffic and guide clients to digital channels.
• Approve and override transactions.
• Ensure compliance with the Bank's policies and procedures.

Skills

Customer service

Lobby management

Sales

Cross-selling

Chinese language

Education

Bachelor's degree

Tools

MS Office

CRM software

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