Branch Client Relations Pro: Growth & Cross-Sell

BDO Unibank, Inc.; Manila; On-site; PHP 279,000 - 469,000; Full time

Job summary

BDO Unibank is seeking a Branch Client Relations Officer responsible for daily lobby operations and supporting the Branch Head in driving business growth through active marketing, cross-selling, and upselling of deposit accounts, loans, credit cards and bancassurance solutions.

The role involves identifying client needs, generating sales leads, promoting appropriate banking products, and enhancing client relationships to meet the branch’s sales targets.

Qualifications

• Bachelor's degree required.
• At least three years of branch banking experience as an officer.
• Proficiency in computer and business applications.
• Chinese speaking required.
• Vacancies available in Greenhills, Makati, Ortigas, Quezon City and Manila areas.

Responsibilities

• Provide customer service to clients by actively volunteering assistance.
• Manage lobby traffic and educate clients to use electronic channels.
• Approve and override transactions.
• Ensure compliance with Bank policies, procedures and requirements.

Skills

Customer service

Chinese speaking

Sales orientation

Education

Bachelor's degree

Tools

Computer proficiency

Job description

BDO Unibank is seeking a Branch Client Relations Officer responsible for daily lobby operations and supporting the Branch Head in driving business growth through active marketing, cross-selling, and upselling of deposit accounts, loans, credit cards and bancassurance solutions.

The role involves identifying client needs, generating sales leads, promoting appropriate banking products, and enhancing client relationships to meet the branch’s sales targets.