Client Relations Officer

BDO Unibank, Inc.; Makati; In loco; PHP 350.000 - 550.000; Tempo pieno

Descrizione del lavoro

BDO Unibank, Inc. is the Philippines' leading full-service bank.

The Branch Client Relations Officer (CRO) oversees daily lobby operations and supports the Branch Head in driving growth through active marketing, cross-selling, and upselling banking products, including deposits, loans, and cards. The role requires identifying client needs, generating sales leads, and promoting bancassurance solutions to strengthen client relationships and branch targets.

Competenze

• BS degree or equivalent required.
• At least three years branch banking experience as an officer, with two years in Marketing or Sales of bank products.
• Proficient in computer applications and business software.
• Strong written and verbal communication skills.
• Willing to be assigned in Metro Manila.

Mansioni

• Provide customer service and assist clients in the lobby.
• Manage lobby traffic and educate clients to use electronic channels.
• Approve and override transactions.
• Ensure compliance with bank policies and requirements.

Conoscenze

Oral and written communications

Computer skills

Formazione

Bachelor's degree

Descrizione del lavoro

Job Description:

About BDO

BDO Unibank, Inc. is the Philippines' leading full-service bank, offering a wide range of financial and digital banking services. Guided by our brand promise "We Find Ways," we are committed to delivering easy, reliable, and customer-focused services. Build your career with a trusted industry leader.

Job Summary

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 branchs digital machines
• Approve and override transactions
• Ensure compliance to the Banks Policies, procedures and Requirements

Qualifications

• Bachelors degree holder
• With at least three years branch banking experience as an officer (two years of which in Marketing (low counter) and/or Sales of bank products)
• Proficiency in computer and business applications
• Has effective oral and written communications skills
• Willing to be assigned in Metro Manila

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability. Requisition ID: 30721