Customer Advisor (Quezon City)

Security Bank Corporation; Quezon City; On-site; PHP 240,000 - 420,000; Full time

Job summary

Security Bank Corporation in Quezon City is seeking a customer advisor to handle in-house selling, cross-selling of bank products and services, and managing an account portfolio to meet sales targets.

The role requires at least 3 years of combined sales and operations experience in branch banking, preferably handling tellering or new account transactions, plus strong customer service orientation.

Qualifications

• Must have good interpersonal skills and negotiation skills.
• Strong customer service orientation is essential.
• In-depth understanding of regulatory, quality control, and risk management framework.
• Willingness to work in Quezon City and serve branch customers.

Responsibilities

• Identifies customer needs, maintains customer relationships through marketing calls, cross-selling bank products and services, and strategies to increase dealings with the Bank.
• Assists walk-in customers by advising them on bank products to meet their needs.
• Manages customer complaints by coordinating with BCM or relevant unit to ensure resolution and client satisfaction.
• Processes over-the-counter transactions and requests following Bank policies to meet service standards.

Skills

Interpersonal skills

Negotiation skills

Customer service orientation

Regulatory knowledge

Willingness to work in Quezon City

Education

Bachelor’s 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 Quezon City

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