Customer Advisor - New Accounts Officer (Binondo, Manila)

Hammerjack Pty Ltd; Philippines; On-site; PHP 300,000 - 540,000; Full time

Job summary

Security Bank is seeking a Customer Advisor - New Accounts Officer to drive in-house selling, cross-selling of bank products, and management of account portfolios to achieve sales targets.

You will open peso/dollar CASA accounts, oversee roll-overs/renewals, terminations, and matured placements, ensuring on-time, compliant service delivery across SBC products.

Qualifications

• Bachelor's degree required.
• At least 3 years of combined sales and operations experience in branch banking, preferably handling new account transactions.
• Strong interpersonal and negotiation skills with a customer service orientation.

Responsibilities

• Identify customer needs and build relationships through calls and in-branch interactions, recommending bank products and channels.
• Assist walk-in customers by advising on bank products to meet their needs.
• Handle customer complaints with coordination to ensure timely resolution and satisfaction.
• Process over-the-counter transactions and requests per Bank policies to meet service standards.
• Act as primary co-custodian of vault and cash procedures, performing end-of-day cash verification per policy.

Skills

Sales experience

Customer service

Cross-selling

Banking product knowledge

Regulatory & risk understanding

Education

Bachelor's degree

Job description

The Role

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

How you'll contribute

• Identifies customer's needs, maintains and nurtures customer relationships through marketing calls, recommending and cross-selling other bank products, services, and alternative channels to customers, and formulation of strategies to further increase dealings with the Bank
• Assists walk-in customers by serving and advising them on bank products to meet their needs and have dealings with the Bank
• Manages/attends to customers complaints by coordinating with the Branch Channel Manager (BCM) and/or concerned unit/s to ensure resolution and meet client satisfaction
• Processes over-the-counter transactions and requests in accordance with the policies and procedures set by the Bank to ensure service delivery to customers within the service standards of the Bank
• Acts as a primary co‑custodian to the Main Vault Door and Cash Safe and is tasked to conduct end‑of‑day verification of cash in a vault in accordance with the policies and procedures set by the Bank

What we're looking for

• Graduate of any Bachelor's Degree course
• With at least 3 years of combined sales and operations experience in branch banking, preferably handling new account transactions.
• Must have good interpersonal skills, negotiation skills, and a strong customer service orientation
• Has an in‑depth understanding of the regulatory, quality control, and risk management framework

About Security Bank

Security Bank is one of the Philippines best capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking. We're recognized as an Employer of Choice in Philippine 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 in the Philippines and #54 globally on the prestigious Forbes World's Best Employers 2023 list.

At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): YOU matter.

Start your BetterBanking career with us today.