Customer Banking Specialist – Sales & Service

Bank of the Philippine Islands (BPI); Taguig; On-site; PHP 240,000 - 360,000; Full time

Job summary

Bank of the Philippine Islands in BONIFACIO GLOBAL CITY (BRANCH) seeks a Customer Sales and Service Associate to handle deposits, withdrawals, checks, transfers, account opening and cross-selling bank products. The role emphasizes accuracy in transaction processing and customer service.

The CSSA will perform KYC/EDD, keep records, and support branch operations while adhering to security and health protocols; the position is based at the Bonifacio Global City branch.

Qualifications

• Customer-focused service and sales orientation required.
• Ability to process banking transactions accurately and efficiently.

Responsibilities

• Attends promptly to customer transactions and inquiries, ensuring accuracy.
• Performs cross-selling to Personal Banking customers and CRM leads.
• Encodes interactions into reporting tools and promotes digital channels.

Job description

Bank of the Philippine Islands in BONIFACIO GLOBAL CITY (BRANCH) seeks a Customer Sales and Service Associate to handle deposits, withdrawals, checks, transfers, account opening and cross-selling bank products. The role emphasizes accuracy in transaction processing and customer service.

The CSSA will perform KYC/EDD, keep records, and support branch operations while adhering to security and health protocols; the position is based at the Bonifacio Global City branch.