Branch Client Relations Officer (Ortigas)

BDO Unibank; Philippines; On-site; PHP 420,000 - 660,000; Full time

Job summary

BDO Unibank is seeking a Branch Client Relations Officer to oversee daily lobby operations and support the Branch Head in driving growth through active marketing, cross-selling, and upselling of banking and insurance products. The role includes identifying client needs, generating sales leads, and promoting appropriate products to enhance client relationships and meet branch sales targets.

The CRO will manage lobby flow, guide clients to digital channels, approve transactions, and ensure

Qualifications

• Bachelor's degree required.
• At least three years of branch banking experience as an officer.
• Proficiency in computer and business applications.
• Effective oral and written communication skills.
• Available vacancies for Greenhills, Ortigas, Makati, Quezon City and Manila areas.

Responsibilities

• Provide customer service to the Bank's clients by actively assisting customers.
• Manage lobby traffic in the branch and educate clients to use digital channels.
• Approve and override transactions.
• Ensure compliance with the Bank's policies, procedures and requirements.

Skills

Customer service orientation

Computer & business applications

Oral & written communication

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, Ortigas, Makati, Quezon City and Manila areas