Customer Relations Assistant

China Bank Group; Ormoc; On-site; PHP 300,000 - 420,000; Full time

Job summary

China Bank Group is seeking a Customer Relations Assistant in the Philippines to help clients open and close accounts, guide them on savings and investment products, and ensure all banking documents are accurate and properly processed. You will deliver professional service, build strong client relationships, and gain hands-on experience in branch operations.

The role emphasizes clear communication, attention to detail, and a willingness to work onsite in a customer-facing environment, with

Qualifications

• Bachelor’s/College Degree in Finance, Accountancy, Banking, Business Administration, Management, or a related field
• Fresh graduates are encouraged to apply
• Good communication and interpersonal skills
• Detail‑oriented with a strong customer‑service mindset
• Willing to work onsite

Responsibilities

• Assist clients with account opening, closing, and other day-to-day banking transactions
• Provide clear information on savings and investment products
• Ensure transactions and documents are complete, accurate, and properly processed
• Deliver professional and attentive service to clients
• Build positive relationships by understanding and responding to client needs

Skills

Customer service

Communication

Interpersonal skills

Detail-oriented

Education

Bachelor's degree in Finance or related field

Job description

Job Description

About You & the Role

You enjoy helping people, communicating clearly, and making sure things are done right. As a Customer Relations Assistant (CRA), you’ll support clients with their banking needs, from opening and closing accounts to providing guidance on savings and investment products. You’ll gain hands‑on experience in branch operations while building strong foundations for a career in banking.

What You Will Be Doing

• Assist clients with account opening, closing, and other day-to-day banking transactions
• Provide clear information on savings and investment products
• Ensure transactions and documents are complete, accurate, and properly processed
• Deliver professional and attentive service to clients
• Build positive relationships by understanding and responding to client needs

What Success Looks Like

• Clients feel welcomed, well‑assisted, and confident in the service they receive
• Transactions and account requests are completed accurately and efficiently
• Documentation meets established requirements and procedures
• You communicate confidently and handle client concerns professionally
• You steadily build your knowledge of banking products, processes, and customer service

Qualifications

• Bachelor’s/College Degree in Finance, Accountancy, Banking, Business Administration, Management, or a related field
• Fresh graduates are encouraged to apply
• Good communication and interpersonal skills
• Detail‑oriented with a strong customer‑service mindset
• Willing to work onsite

What You Can Expect Here

• Hands‑on training and practical banking experience
• A supportive environment where you can learn and grow
• Exposure to customer service, banking products, and branch operations
• Opportunities to build your skills and develop your career in banking

0 - 3 Years

Permanent