CRA (SM Lipa)

China Bank Group; Batangas City; On-site; PHP 180,000 - 240,000; Full time

Job summary

China Bank Group in the Philippines seeks a Customer Relations Assistant to help clients open and close accounts, and guide them through savings and investment products, ensuring documentation is complete and compliant. You will perform day-to-day financial transactions with accuracy, support deposits and withdrawals, and deliver courteous service to build trusted client relationships at the branch.

The role offers hands-on training and career growth in banking and financial services, with a

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

Communication

Interpersonal skills

Customer service

Education

Bachelor’s degree in Finance or related

Job description

Permanent

Job Description

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