Customer Advisor (Pasay)

Security Bank Corporation; Pasay; On-site; PHP 279,000 - 391,000; Full time

Job summary

Security Bank Corporation in Pasay is looking for a Customer Advisor to handle in-house selling and cross-selling of bank products while managing a portfolio to achieve sales targets.

The role requires a graduate of any degree, at least 3 years of combined sales and operations experience in branch banking (preferably tellering or new accounts), excellent interpersonal and negotiation skills, and a strong customer service orientation.

Qualifications

• Graduate of any degree.
• At least 3 years of combined sales and operations experience in branch banking (preferably tellering or new accounts).
• Strong interpersonal, negotiation, and customer service orientation.
• In-depth understanding of regulatory, quality control, and risk management framework.

Responsibilities

• Identifies customer's needs and nurtures relationships through marketing calls and cross-selling.
• Assists walk-in customers by advising on bank products to meet their needs.
• Coordinates with BCM to resolve complaints and ensure client satisfaction.
• Processes over-the-counter transactions in accordance with bank policies to meet service standards.

Skills

Customer service

Interpersonal skills

Negotiation

Cross-selling

Sales orientation

Education

Any degree

Job description

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.

What we're looking for:

• Graduate of any Degree course
• With at least 3 years of combined sales and operations experience in branch banking, preferably handling tellering or 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
• Willingness to work in Pasay Area

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