Branch Client Relations Officer (Ortigas)

BDO Unibank; Mandaluyong; On-site; PHP 350,000 - 550,000; Full time

Job summary

BDO Unibank is seeking a Branch Client Relations Officer to oversee daily lobby operations in Mandaluyong, Metro Manila. The role focuses on delivering excellent client service, driving cross-selling and supporting the Branch Head to meet sales targets.

You will identify client needs, promote banking products, and ensure adherence to bank policies while coordinating with digital channels to improve efficiency and customer satisfaction.

Qualifications

• Bachelor's degree required in any discipline.
• At least three years branch banking experience as an officer.
• Proficient in computer and business applications.
• Excellent oral and written communication skills.

Responsibilities

• Provide customer service to Bank clients by actively assisting them.
• Manage lobby traffic and guide clients to use digital channels.
• Approve and override transactions when needed.
• Ensure compliance with the Bank's policies, procedures and requirements.

Skills

Customer service

Sales mindset

Communication skills

Banking product knowledge

Education

Bachelor's degree

Tools

MS Office

Banking 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
• Has effective oral and written communications skills
• Available vacancies for Greenhills, Ortigas, Makati, Quezon City and Manila areas