Customer Experience Banker | Transactions & Cross-Sell

Bank of the Philippine Islands (BPI); Guagua; On-site; PHP 246,000 - 424,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking a Customer Sales and Service Associate (CSSA) to deliver competent, caring, fast and accurate service to clients’ banking needs aligned with service excellence.

The role includes processing over-the-counter transactions, assisting with documents, verifying check notes, cross-selling to clients, and rotating to branches within the area to ensure WOW customer experiences across the network.

Qualifications

• Bachelor's Degree in any field, preferably business-related.
• No work experience required; experience in customer service is an advantage.
• Good communication skills and interpersonal skills.
• High level of initiative and innovation.
• Ability to work well with people from various socio-economic classes.
• Willing to be assigned and rotated to any branch within the area.

Responsibilities

• Processing over-the-counter transactions such as cash and check deposits, withdrawals, encashment, payments and miscellaneous transactions
• Assisting UNIPRO for certain activities such as scanning, filing of signature cards and other bank documents
• Reviewing all check transactions and verifying authenticity of all notes received
• Cross-selling to existing clients of the branch
• Referring transacting clients who have queries or are interested in other bank products
• Continuously providing a WOW Customer Experience to all transacting clients
• Performing other functions that may be assigned from time to time

Skills

Customer service

Communication skills

Interpersonal skills

Initiative

Adaptability

Education

Bachelor's Degree

Job description

Bank of the Philippine Islands (BPI) is seeking a Customer Sales and Service Associate (CSSA) to deliver competent, caring, fast and accurate service to clients’ banking needs aligned with service excellence.

The role includes processing over-the-counter transactions, assisting with documents, verifying check notes, cross-selling to clients, and rotating to branches within the area to ensure WOW customer experiences across the network.