Client Relations Officer

BDO Unibank; Manila; On-site; PHP 350,000 - 520,000; Full time

Job summary

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

The role requires identifying client needs and generating sales leads to strengthen relationships and hit branch sales targets. The candidate should hold a bachelor's degree, have at least three years in branch banking (two in

Qualifications

• Bachelor's degree required.
• At least three years branch banking experience as an officer (two years in Marketing (low counter) and/or Sales of bank products).
• Proficiency in computer and business applications.
• Ability to speak Mandarin or Fookien.
• Willing to be assigned in Chinatown and nearby Chinese-centric business districts.

Responsibilities

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

Skills

Mandarin language ability

Fookien language ability

Computer and business applications

Marketing/sales experience

Education

Bachelor's degree

Job description

Manila City, National Capital Region, PH

Business Unit: Branch Banking Group

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
• Can speak Mandarin or Fookien
• Willing to be assigned in Chinatown and nearby Chinese-centric business districts

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.