Customer Relations Assistant

China Bank Group; Cagayan de Oro; On-site; PHP 223,000 - 357,000; Full time

Job summary

China Bank Group is seeking a Customer Relations Assistant to support clients in opening and maintaining deposit accounts, processing routine transactions, and delivering accurate, friendly service at the branch. You will verify client information, handle documentation, coordinate with branch teams, and ensure compliance with bank policies.

Fresh graduates are welcome. This permanent role offers comprehensive training, exposure to core banking operations, and opportunities for growth in customer

Qualifications

• Bachelor's degree in any business-related course or equivalent.
• Strong communication and customer service skills.
• Keen attention to detail and ability to handle documentation accurately.

Responsibilities

• Assist customers with account opening, maintenance, and inquiries.
• Verify client information and ensure documentary requirements are complete.
• Process account updates, customer information changes, and other service requests.
• Support the onboarding of new clients by providing accurate product and service information.
• Handle account documentation, records management, and transaction processing.
• Coordinate with branch personnel to ensure smooth customer service and operational support.
• Adhere to bank policies, security standards, and regulatory requirements.

Skills

Strong communication

Customer service

Attention to detail

Education

Bachelor's degree in any business-related course

Tools

Microsoft Office

Job description

0 - 3 Years

Permanent

Job Description

AboutYou & the Role

Youare customer-focused, detail-oriented, and passionate about deliveringexcellent banking services. As a Customer Relations Assistant (CRA), you willhelp clients open and maintain deposit accounts, assist with account-relatedtransactions, and ensure that banking processes are completed accurately andefficiently. This role is an excellent opportunity to build expertise in branchoperations, customer service, and account management while developing a strongfoundation for a banking career.

WhatYou Will Be Doing

• Assist customers with account opening, accountmaintenance, and account-related inquiries.
• Verify client information and ensure documentaryrequirements are complete and compliant.
• Process account updates, customer informationchanges, and other service requests.
• Support the onboarding of new clients byproviding accurate product and service information.
• Handle account documentation, records management,and transaction processing.
• Coordinate with branch personnel to ensure smoothcustomer service and operational support.
• Adhere to bank policies, security standards, andregulatory requirements.

WhatSuccess Looks Like

• Customer accounts and service requests areprocessed accurately and on time.
• Documentation and records are complete,organized, and compliant with bank requirements.
• Customers receive prompt, professional, andhelpful assistance.
• Operational and regulatory standards areconsistently met.
• Strong relationships are built with customersthrough quality service and attention to detail.

Qualifications

• Bachelor's degree in any business-related courseor equivalent.
• Strong communication and customer service skills.
• Keen attention to detail and ability to handledocumentation accurately.
• Good analytical and organizational skills.
• Proficiency in Microsoft Office applications.
• Fresh graduates are welcome to apply.

WhatYou Can Expect Here

• Comprehensive training in branch operations andaccount management.
• Hands-on experience in customer relations,banking products, and compliance processes.
• A collaborative environment that supportslearning and professional growth.
• Opportunities to expand your banking knowledgeand explore career advancement paths.
• Meaningful interactions that help customersachieve their financial goals.