Branch Client Relations Officer (Quezon City)

BDO Unibank; Philippines; On-site; PHP 360,000 - 480,000; Full time

Job summary

BDO Unibank in the Philippines 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 products.

You will identify client needs, generate sales leads, promote suitable deposits, loans, credit cards, and bancassurance, and ensure compliance with bank policies while maintaining exceptional service in the branch network.

Qualifications

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

Responsibilities

• Provide customer service to the clients of the Bank by actively volunteering assistance.
• Manage lobby traffic in the branch and direct clients to use alternative electronic channels.
• Approve and override transactions.
• Ensure compliance to the Bank's Policies, procedures and Requirements.

Skills

Customer service

Cross-selling

Communication skills

Computer literacy

Education

Bachelor's degree

Tools

MS Office

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