Customer Banking Advisor — Sales & Service

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 240,000 - 300,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is looking for a Customer Sales and Service Associate to handle both financial and non-financial customer transactions at Alabang, Muntinlupa City branch. The role involves deposits, withdrawals, account opening, and cross-selling bank products to customers.

The CSSA will ensure KYC compliance, provide excellent customer service, and support branch sales targets while maintaining security and operational standards.

Qualifications

• Experience in handling customer transactions and inquiries.
• Ability to explain bank products and services clearly.
• Attention to accuracy and compliance in processing transactions.

Responsibilities

• Process over-the-counter banking transactions accurately and efficiently.
• Perform end-of-day balancing of own transactions and reconcile discrepancies.
• Cross-sell products to Personal Banking customers and CRM leads.
• On-board clients to digital channels and document customer information.

Skills

Customer service

Cash handling

Cross-selling

Relationship building

Job description

Bank of the Philippine Islands (BPI) is looking for a Customer Sales and Service Associate to handle both financial and non-financial customer transactions at Alabang, Muntinlupa City branch. The role involves deposits, withdrawals, account opening, and cross-selling bank products to customers.

The CSSA will ensure KYC compliance, provide excellent customer service, and support branch sales targets while maintaining security and operational standards.