Customer Sales Officer

Top Bank Philippines; Makati; On-site; PHP 279,000 - 390,600; Full time

Job summary

A prominent banking institution in Metro Manila is seeking a dedicated individual to assist clients in opening new deposit accounts, verify account documents, and provide outstanding customer service. The ideal candidate should possess a Bachelor’s degree in a related field and strong interpersonal skills. This role requires accuracy and attention to detail while maintaining confidentiality at all times.

Qualifications

• Preferably with experience in bank operations, particularly in handling new account openings.
• Strong understanding of basic banking procedures and customer service standards.
• Trustworthy, customer-oriented, and maintains confidentiality at all times.

Responsibilities

• Assist clients in opening new deposit accounts.
• Verify and validate account opening documents.
• Explain account features, benefits, and requirements to clients.
• Handle customer inquiries, requests, and concerns.
• Promote and cross-sell other bank products.

Skills

Customer service

Communication skills

Detail-oriented

Multitasking

Education

Bachelor’s Degree in Business Administration, Banking and Finance, Accounting, or related course

Tools

Microsoft Office

Job description

Responsibilities:

• Assist clients in opening new deposit accounts (savings, checking, time deposits, etc.).
• Verify and validate account opening documents in compliance with KYC and AML regulations.
• Accurately encode customer information into the bank’s system.
• Explain account features, benefits, and requirements to clients.
• Handle customer inquiries, requests, and concerns in a professional and timely manner.
• Promote and cross-sell other bank products and services when appropriate.
• Ensure accuracy and completeness of daily transactions and reports.
• Maintain confidentiality of customer information at all times.

• Bachelor’s Degree in Business Administration, Banking and Finance, Accounting, or any related course.
• Preferably with experience in bank operations, particularly in handling new account openings
• Strong understanding of basic banking procedures and customer service standards.
• Excellent communication and interpersonal skills.
• High attention to detail and accuracy in handling documents and transactions.
• Ability to multitask and work efficiently under pressure.
• Trustworthy, customer-oriented, and maintains confidentiality at all times.
• Proficient in Microsoft Office applications (Word, Excel, Outlook).