Customer Relations Assistant (San Fernando-Sindalan)

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

Job summary

China Bank Group is seeking a Customer Relations Assistant to help clients open and close accounts, guide them through savings and investment products, and ensure all documentation and procedures are properly completed.

You will handle day-to-day financial transactions, open/close accounts in line with SOPs, provide clear guidance on products, and deliver friendly, professional service while reporting onsite at the San Fernando-Sindalan Branch.

Qualifications

• Bachelor's/College Degree in Finance, Accountancy, Banking, Business Administration, Management, or equivalent
• Fresh graduates are encouraged to apply
• Strong communication and interpersonal skills
• Willingness to report onsite
• Amenable to work in San Fernando-Sindalan Branch.

Responsibilities

• Handle day-to-day financial transactions with accuracy and professionalism
• Open and close accounts while ensuring compliance with standard operating procedures
• Provide clear guidance on savings and investment products
• Deliver excellent customer service and build strong client relationships

Skills

Communication skills

Education

Bachelor's/College Degree in Finance, Accountancy, Banking, Business Administration, Management, or equivalent

Job description

0 - 1 Years

Job Description

About You & the Role

As a Customer Relations Assistant (CRA) , you'll help clients open and close accounts, guide them through savings and investment products, and ensure all documentation and procedures are properly completed.

What You Will Be Doing

• Handle day-to-day financial transactions with accuracy and professionalism
• Open and close accounts while ensuring compliance with standard operating procedures
• Provide clear guidance on savings and investment products
• Deliver excellent customer service and build strong client relationships

What Success Looks Like

• Clients leave the branch feeling valued and supported
• Transactions are processed efficiently and error-free
• Accounts are opened and closed smoothly with complete documentationYou demonstrate strong communication skills and a customer-first mindset
• You grow into a trusted representative of the bank

Qualifications

• Bachelor's/College Degree in Finance, Accountancy, Banking, Business Administration, Management, or equivalent
• Fresh graduates are encouraged to apply
• Strong communication and interpersonal skills
• Willingness to report onsite
• Amenable to work in San Fernando-Sindalan Branch.

What You Can Expect Here

• A supportive environment that values learning and growth
• Hands-on training to help you succeed in your role
• Opportunities to build a career in banking and financial services
• A culture that prioritizes teamwork, integrity, and client satisfaction

Job Snapshot

Updated Date

10-26-2026

Job ID

JOB_1734

Department

Location