Customer Advisor - New Accounts (Clark-Angeles)

Security Bank; Masamat; On-site; PHP 201,000 - 290,000; Full time

Job summary

Security Bank is seeking a Customer Advisor for New Accounts at the Clark-Angeles branch in Angeles City, Pampanga. You will handle in-house selling, cross-selling of bank products, and manage a portfolio to meet sales targets, including opening peso/dollar CASA accounts and ensuring on-time service delivery.

Responsibilities include advising walk-in customers, handling customer complaints, processing transactions, and supporting end-of-day cash verification in line with Bank policies.

Qualifications

• Graduate of any Bachelor's Degree course.
• At least 1 year of combined sales and operations experience in branch banking.
• Strong customer service orientation and interpersonal skills.

Responsibilities

• Identify customer needs and nurture relationships through marketing calls and cross-selling of bank products and services.
• Assist walk-in customers by advising on bank products to meet their needs.
• Process over-the-counter transactions per Bank policies to ensure standard service delivery.
• Manage end-to-day cash verification and vault duties as a primary co-custodian per procedures.

Skills

Interpersonal skills

Negotiation skills

Customer service

Education

Bachelor's degree

Job description

Customer Advisor - New Accounts (Clark-Angeles) Clark-Angeles Branch, Angeles City, Pampanga, Philippines

Job Description

The Role

As a Customer Advisor - New Accounts , you will handle in-house selling, cross-selling of bank products andservices, and managing of account portfolio to achieve sales targets. You willprocess the opening of new peso/dollar CASA accounts and placements,roll-over/renewal, termination, and payment of matured placements for all SBCproducts. You ensure on-time and accurate service delivery in compliance withthe service standards of the Bank.

How you'll contribute

• Identifiescustomer's needs, maintains and nurtures customer relationships throughmarketing calls, recommending and cross-selling other bank products,services, and alternative channels to customers, and formulation ofstrategies to further increase dealings with the Bank


• Assistswalk-in customers by serving and advising them on bank products to meettheir needs and have dealings with the Bank


• Manages/attendsto customers’ complaints by coordinating with the Branch Channel Manager(BCM) and/or concerned unit/s to ensure resolution and meet clientsatisfaction


• Processesover-the-counter transactions and requests in accordance with the policiesand procedures set by the Bank to ensure service delivery to customerswithin the service standards of the Bank


• Actsas a primary co-custodian to the Main Vault Door and Cash Safe and istasked to conduct end-of-day verification of cash in a vault in accordancewith the policies and procedures set by the Bank

What we’re looking for

• Graduateof any Bachelor's Degree course


• Withat least 1 year of combined sales and operations experience in branchbanking, preferably handling new account transactions.


• Musthave good interpersonal skills, negotiation skills, and a strong customerservice orientation


• Hasan in-depth understanding of the regulatory, quality control, and riskmanagement framework

About Security Bank

Security Bank is one of the Philippines’ bestcapitalized private domestic universal banks. Established in 1951 and publiclylisted with the Philippine Stock Exchange (PSE:SECB) in 1995, our majorbusinesses cover retail, corporate, commercial, and business (MSME) banking.

We’re recognized as an Employer of Choice inPhilippine banking by various award-giving bodies for our values-based culture,industry-leading engagement and benefits, and commitment to work-life balance.

Most recently, we ranked as the #2 best employer inthe Philippines and #54 globally on the prestigious Forbes’ World’s BestEmployers 2023 list.

At Security Bank, our approach to Human CapitalManagement (HCM) is embodied by our Employee Value Proposition (EVP): “YOUmatter.”

Start your BetterBanking career with us today.

Job Snapshot

Updated Date

19-09-2026

Job ID

JOB2352