Client Relations Officer

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

Job summary

BDO Unibank, Inc. in Manila is seeking a Branch Client Relations Officer to manage daily lobby operations and support the Branch Head in driving business growth through active marketing and cross-selling of banking products and services, including deposits, loans, credit cards, and bancassurance.

The role involves identifying client needs, generating sales leads, guiding customers to digital channels, and ensuring adherence to bank policies while delivering excellent customer service.

Qualifications

• Bachelor's 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.

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

Skills

Customer service

Sales

Communication

Computer skills

Education

Bachelor's degree

Job description

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Manila City, National Capital Region, PH

Business Unit: Branch Banking Group

Department:

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 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 (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: 30730

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