Customer Advisor - New Accounts Officer (Quezon City)

Security Bank Corporation; Quezon City; On-site; PHP 180,000 - 240,000; Full time

Job summary

Security Bank Corporation in Quezon City seeks a Customer Advisor to handle in-house selling, cross-selling, and portfolio management to achieve sales targets. You will open peso/dollar CASA accounts and manage placements, renewals, and maturities, ensuring timely service delivery per bank standards.

The role requires at least 1 year in branch banking, preferably with new account transactions, and strong interpersonal and negotiation skills. A Bachelor's degree is required.

Qualifications

• Strong customer service orientation and interpersonal skills.
• Ability to identify customer needs and upsell banking products.
• Excellent communication and negotiation 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 needs.
• Handle customer complaints by coordinating with BCM and units for resolution.
• Process over-the-counter transactions and requests per bank policies and service standards.
• Act as co-custodian to Main Vault Door and Cash Safe with end-of-day cash verification.

Skills

Customer service

Relationship building

Negotiation

Communication

Education

Bachelor's Degree

Job description

We are the Philippines' largest independent bank, having won countless awards over the years including the most prestigious industry award in both 2015 and 2016 - The Bank of the Year - Philippines by The Banker.

We're changing how people bank.

Now, with more than 300 branches spanning the country, BetterBanking has become the gold standard in improving the banking lives of millions of Filipinos. But we're far from done.

In our constant pursuit of excellence and improvement, we create teams that support our business and each other.

The Role

As a Customer Advisor, 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, 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 Will Contribute

• Identifies customer's needs, maintain and nurture customer's 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's 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 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 1-year of branch banking experience 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