Customer Sales & Service Associate - Banking Growth

Bank of the Philippine Islands (BPI); Santo Tomas; On-site; PHP 167,000 - 234,000; Full time

Job summary

BANK OF THE PHILIPPINE ISLANDS in the Philippines seeks a Customer Sales and Service Associate to handle financial and non-financial customer transactions, including deposits, withdrawals, transfers, and account opening. You will also promote bank products and services.

The role emphasizes accurate processing, adherence to security protocols, and proactive client communication. The CSSA will support branch operations and contribute to customer satisfaction and sales targets.

Qualifications

• Handling and processing financial transactions accurately.
• Experience with KYC documentation and customer due diligence.
• Ability to cross-sell bank products to customers.

Responsibilities

• Process over-the-counter banking transactions including deposits, withdrawals and bills payments.
• Process auxiliary transactions such as remittance and checks; maintain cash levels.
• Ensure KYC compliance, verify documents, and safeguard customer information.
• Provide timely customer service and pursue cross-sales through CRM.

Skills

Customer service

Sales

Job description

BANK OF THE PHILIPPINE ISLANDS in the Philippines seeks a Customer Sales and Service Associate to handle financial and non-financial customer transactions, including deposits, withdrawals, transfers, and account opening. You will also promote bank products and services.

The role emphasizes accurate processing, adherence to security protocols, and proactive client communication. The CSSA will support branch operations and contribute to customer satisfaction and sales targets.