CRA Float (Lipa Tambo)

China Bank Group; Lipa; On-site; PHP 201,000 - 312,000; Full time

Job summary

China Bank Group is seeking a Customer Relations Assistant to support clients in opening and closing accounts, and to guide them through savings and investment products with accurate documentation and procedures.

The role emphasizes day-to-day banking transactions, compliance, and delivering exceptional customer service in a branch environment. A willingness to report onsite and strong communication are essential for success.

Qualifications

• Bachelor’s/College Degree in Finance, Accountancy, Banking, Business Administration, Management, or equivalent.
• Fresh graduates are encouraged to apply.
• Strong communication and interpersonal skills.
• Willingness to report onsite.

Responsibilities

• Handle day-to-day financial transactions with accuracy and professionalism.
• Assist clients with deposits, withdrawals, bills, and loan payments.
• Open and close accounts while ensuring compliance with standard operating procedures.
• Provide clear guidance on savings and investment products.
• Deliver excellent customer service and build strong client relationships.

Skills

Strong communication

Interpersonal skills

Education

Bachelor’s/College degree in Finance, Banking, or related field

Job description

Permanent

Job Description

About You & the Role

As a Customer Relations Assistant (CRA) , you’ll help clients open and close accounts, guide them through savings and investment products, and ensure all documentation and procedures are properly completed.

What You Will Be Doing

• Handle day-to-day financial transactions with accuracy and professionalism
• Assist clients with deposits, withdrawals, bills, and loan payments
• Open and close accounts while ensuring compliance with standard operating procedures
• Provide clear guidance on savings and investment products
• Deliver excellent customer service and build strong client relationships

What Success Looks Like

• Clients leave the branch feeling valued and supported
• Transactions are processed efficiently and error-free
• Accounts are opened and closed smoothly with complete documentation
• You demonstrate strong communication skills and a customer-first mindset
• You grow into a trusted representative of the bank

Qualifications

• Bachelor’s/College Degree in Finance, Accountancy, Banking, Business Administration, Management, or equivalent
• Fresh graduates are encouraged to apply
• Strong communication and interpersonal skills
• Willingness to report onsite

What You Can Expect Here

• A supportive environment that values learning and growth
• Hands-on training to help you succeed in your role
• Opportunities to build a career in banking and financial services
• A culture that prioritizes teamwork, integrity, and client satisfaction

Job Snapshot

Updated Date

11-04-2026

Job ID

JOB_1766

Department

South Luzon Region Area IV - Office of the Area Head