Branch Growth & Client Relations Specialist

BDO Unibank; Metro Manila; On-site; PHP 360,000 - 540,000; Full time

Job summary

BDO Unibank in Metro Manila is seeking a Branch Client Relations Officer to support the Branch Head by managing lobby operations and driving growth through cross-selling of banking products and bancassurance solutions. The CRO identifies client needs, generates sales leads, and promotes appropriate banking and insurance products to strengthen client relationships and help meet branch targets.

The role requires a four-year or five-year degree, 3+ years in branch banking (2 in Marketing/Sales),

Qualifications

• Graduate of any four-year or five-year course / Bachelor's Degree Holder.
• With at least three years branch banking experience as an officer (two years in Marketing or Sales).
• Proficiency in computer and business applications.
• Effective oral and written communications, problem solving, and numerical skills.
• Strong presentation, negotiation, leadership, and interpersonal skills.

Responsibilities

• Provide customer service to clients and actively offer assistance.
• Manage lobby traffic and direct clients to use electronic channels.
• Approve and override transactions.
• Ensure compliance with bank policies and procedures.

Skills

Customer service

Sales & marketing

Communication

Problem solving

Negotiation

Leadership

Interpersonal skills

Education

Bachelor's degree

Tools

MS Office

Banking software

Job description

BDO Unibank in Metro Manila is seeking a Branch Client Relations Officer to support the Branch Head by managing lobby operations and driving growth through cross-selling of banking products and bancassurance solutions. The CRO identifies client needs, generates sales leads, and promotes appropriate banking and insurance products to strengthen client relationships and help meet branch targets.

The role requires a four-year or five-year degree, 3+ years in branch banking (2 in Marketing/Sales),