Branch Client Relations Officer (Manila)

Hammerjack Pty Ltd

Philippines

On-site

PHP 279,000 - 502,000

Full time

6 days ago
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Job summary

The Branch Client Relations Officer (CRO) will oversee daily lobby operations and assist the Branch Head in growing business by actively marketing, cross-selling, and upselling bank and affiliate products, including deposits, loans, credit cards, and bancassurance solutions.

The role involves identifying client needs, generating sales leads, and promoting suitable products to strengthen client relationships and help meet branch sales targets.

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 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.

Skills

Chinese speaking
Computer proficiency

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