Customer Advisor (St. Ignacius-Katipunan Branch)

Security Bank; Quezon City; On-site; PHP 201,000 - 312,000; Full time

Job summary

Security Bank is seeking a Customer Advisor at the assigned branch to drive in-house selling and cross-selling of bank products while managing a diverse portfolio of accounts. You will process opening of accounts, updates, renewals and maturities, ensuring timely and accurate service delivery in line with bank standards.

The role focuses on client relationship management, needs analysis, and compliance with regulatory guidelines, while supporting sales targets and branch objectives.

Qualifications

• Fresh graduate or <1 year of experience.
• Bachelor's / College Degree in Business Studies/Administration/Management, Commerce, Economics, Finance/Accountancy/Banking, Marketing.
• Not Applicable (certifications)

Responsibilities

• Identifies customer needs and cross-sells bank products and services.
• Assists walk-in customers with bank products and services.
• Processes account openings and placements; updates client information and renewals.
• Ensures compliance with bank policies and procedures during transactions.
• Handles over-the-counter transactions and maintains service standards.
• Monitors and supports closing and maturity actions for time deposits and investments.

Skills

Account Opening

Banking Products

Bank Policies

Cross-Selling

Customer Interaction

Branch Banking Sales

Understanding Needs

Leadership Framework

Education

Business Studies

Administration

Management

Commerce

Economics

Finance/Accounting

Banking

Marketing

Job description

3 - 5 Years

Job Description

POSITIONTITLE : CUSTOMERADVISOR
REPORTSTO : BUSINESS MANAGER
DIRECTLYSUPERVISES : N/A
UNIT/ DEPARTMENT : ASSIGNED BRANCH / AREA
DIVISION/GROUP : ASSIGNED REGION / FRANCHISE DISTRIBUTION / BRANCH BANKING GROUP

JOBSUMMARY

The Customer Advisor handles in-house selling , cross-selling of bank products and services, and the managing of account portfolio to achieve targets. He/She processes the opening of new peso / dollar /3rd currency CASA accounts andplacements, updates client’s information, roll-over/renewal,termination, payment of matured placements for all SBC products, and ensures on-time and accurate service delivery in compliance withservice standards of the Bank.

PRINCIPALDUTIES AND RESPONSIBILITIES

Client RelationshipManagement

· Identifies customer needs and nurturesrelationships through marketing calls, recommending and cross-selling bankproducts, services, and alternative channels. Formulates strategies to increasecustomer dealings with the bank.

· Assists walk-in customers by advising them onbank products and services to meet their needs and facilitate their dealingswith the bank

Needs Analysis and SolutionMatching

· Attends to customers’ inquiries and requestsover the counter or via phone to identify and meet customer needs

· Explains and highlights client’s informationas well as important terms and conditions during the account opening process toensure transparency, clarity, and prevent future complaints.

Understanding andApplication of Compliance and Regulatory Guidelines

· Verifies that all necessary account openingdocuments are complete and valid by conducting a detailed review, ensuringcompliance with the Bank’s established policies and procedures.

· Serves as the custodian for duplicate or bankcopies of outstanding Certificates of Time Deposit (CTDs), monitors investmentmaturity dates, provides customers with action recommendations, andcommunicates their instructions to the relevant booking or servicing units.

Quality Orientation

· Handles over-the-counter transactions andrequests per Bank policies to ensure customer service standards are met.

· Processes account opening, placements,roll-over/maturities, termination of TD, UITF and other SBC investment productsin accordance with the policies and procedures set by the Bank to ensurecustomer service standards are met.

· Monitors and reviews targets and performanceof managed and new accounts, implementing promotional and marketing efforts inline with Branch Banking Group objectives and directives.

Governance, Control andRisk Management

• Ensures completeness and accuracy of requiredaccount opening documents for all accounts opened by performing thorough reviewin accordance with the policies and procedures set by the Bank.
• Acts as custodian of duplicate or bank’scopies of outstanding CTDs, tracks investment maturity, advises customers onactions, and relays their instructions to booking/servicing units.
• Serves as a primary co-custodian for the MainVault Door and Cash Safe, responsible for end-of-day cash verification in thevault, following the Bank’s policies and procedures.
• Acts as an alternate custodian forcombinations and keys, ensuring compliance with the Bank’s policies andprocedures.
• Assumes the duties andresponsibilities of a co-approver on over-the-counter transactions (for CA withOfficer Rank) via system and co-sign bank documents: Bank Certification,Manager’s Check (MC) / Demand Drafts (DD), Money Transfer Application Form (MTAF)/Telegraphic Transfer Application Form (TTAF)/ Certificate of Time Deposit(CTD), Confirmation of Purchase (COP) and other internal bank documentsrequiring two Officers up to the delegated limit in accordance to the policiesand procedures set by the Bank

Itis accepted and understood that the employee may perform otherrelated tasks which may be assigned from time to time.

JOBQUALIFICATIONS

Yearsof Work Experience : Fresh graduate / lessthan 1 year of experience

EducationalAttainment/ Requiredcourse (ifapplicable) : Bachelor's / College Degree in BusinessStudies/Administration/Management, Commerce, Economics,Finance/Accountancy/Banking, Marketing

RequiredCertification/Professional License :Not Applicable

Fieldof Specialization : Banking and Financial,Corporate Finance/Investment, Sales-Corporate, Sales-Retail,Sales-Financial Services

Industry: Banki ng, Credit Card Companies, Investment Houses

Knowledgeand Skills Requirement

· SBC Leadership Capability Framework for IndividualContributors (Level 5) · FunctionalCompetencies: o Account Opening/Booking o Banking Products o Bank Policies & Procedures o Cross-Selling o Customer Interaction o Sales Function: Branch Banking o Understanding Customer Needs

Job Snapshot

Updated Date

17-09-2026

Job ID

JOB4890

Location