Branch Customer Sales Assistant (New Accounts)

Equicom Savings Bank, Inc.; Pasay; On-site; PHP 268,000 - 357,000; Full time

Benefits offered by this job

Competitive salary package

Guaranteed bonus

Career development and training

Mentoring from top management

Dynamic work environment

Job summary

Equicom Savings Bank, Inc. is seeking a proactive Customer Sales Assistant (New Accounts - Main Office Branch) to handle client inquiries, process account openings, and manage everyday banking tasks with accuracy and discretion.

The role requires a degree, strong communication, computer literacy, and at least 1 year in branch banking. Fresh graduates are welcome, with priority for those living near Pasay City. On-site employment with full-time hours.

Qualifications

• Bachelor's/College degree in any field.
• Good personality with above average communication skills.
• Computer literate.
• At least 1 year of branch banking experience.
• Fresh graduates are welcome to apply.
• We will prioritize candidates who live nearby Pasay City.

Responsibilities

• Orient prospective clients on bank products and services and respond to queries.
• Process account openings, placements, renewals, and maintenance as assigned.
• Handle issuance/replacement of checks and cards per policy.
• Encode issuances in MC/GC System and manage related payments.
• Ensure accuracy of transactions in the bank's systems.
• Maintain secure cash handling and proper cash levels per policy.
• Support month-end reporting and filing; ensure proper documentation.

Skills

Communication skills

Computer literacy

Customer service

Education

Bachelor's degree

Job description

Who Are We Looking For?

We’re looking for a proactive Customer Sales Assistant (New Accounts - Main Office Branch)

Your role:

Responsible for processing all transactions within his/her area of responsibility on a timely and efficient basis in accordance with established bank policies and procedures and authorized limits, specifically to:

• Orient prospective clients on and respond to their queries on the features of Bank products and services (e.g. rates, charges, terms and conditions, etc.).
• Process account openings/placements, rollovers/renewals, termination/pre-termination of placements, masterfile maintenance, and enrolment to various financial services (e.g. debit bills payment, etc.). At end of day, print and review related reports prior to submission to the Sales Head or Branch Head as the case may be.
• Process the issuance, replacement, cancellation of manager’s/gift check/demand drafts; replacement of lost ATM/debit card and lost/filled passbooks; releasing of bank statements; etc. in accordance with bank policies and procedures.
• Process issuance/reorder of check books and MC/GC/DD.
• Encode MC/GC issuances/negotiations in MC/GC System.
• Payments for replacement of lost ATM cards/passbook
• Cost of check books
• Payments for Bank Certification of Deposits
• Ensure the correctness and completeness of his or her own transactions posted in the bank’s automated system.
• Maintain and safekeep “working” supply of money in the assigned cash box (as specified in the bank policy on the subject) and transfer any excess cash (beyond the authorized cash holding level) to the Service Head.
• Process the following activities thru the automated system in accordance with the existing policy:
• Change in customer/account name and address
• Addition/deletion of account holders to a joint account with approval of the Service Officer
• Process depositor’s request for “Bank Certification of Deposits” and prepare the letter (in the standard format) for the approval/signature of Branch Head and other authorized branch officer.
• Printing of client’s SOA every month end.
• Maintain and safekeep working supply of accountable forms issued him/her regularly used.
• When designated by bank policy, perform the following activities:
• Conduct monthly surprise piece count of cash in vault (as designated “independent” staff).
• Ensure confidentiality of own password to all assigned systems.
• Maintain a systematic and orderly filing of documents, forms, statements, reports, etc. for easy culling and retrieval.
• Ensure that good housekeeping is maintained in his/her area of the branch premises to protect the bank’s image.
• Perform other duties that may be assigned from time to time.

MINIMUM QUALIFICATIONS:

• Candidate must possess at least Bachelor's/College Degree, in any field.
• With good personality and above average communication skills
• Computer literate
• At least 1 year of branch banking experience
• Fresh graduates are welcome to apply!
• We will prioritize candidates who live nearby Pasay City

Employment type: Full-time

Work Arrangement: On-Site

Why choose us?

• Competitive Salary and Benefits package
• Guaranteed Bonus
• Opportunities for enhanced learning
• Personal mentoring from the top management
• Fast-paced highly dynamic work environment
• Make a positive Impact in a culture that supports success
• Training and Career Development