Dynamic Banking Customer Service & Sales Associate

Bank of the Philippine Islands (BPI); Pasig; On-site; PHP 223,000 - 290,000; Full time

Job summary

The Bank of the Philippine Islands is seeking a Customer Sales and Service Associate at its Ortigas branch in Metro Manila. The role handles both financial and non-financial customer transactions, including deposits, withdrawals, check payments, bills, fund transfers, and account opening.

You will also promote bank products and services to customers. As CSSA, you will ensure accuracy in end-of-day balancing, maintain safe custody of cash, perform KYC, and support client outreach through digital

Qualifications

• Handles financial and non-financial customer transactions with accuracy.
• Performs KYC and explains terms and conditions to customers.
• Cross-sells bank products and services to customers.
• Maintains end-of-day balancing and accuracy of cash.

Responsibilities

• Provides fast and accurate delivery of banking transactions and services.
• On-boards clients to digital channels and promotes usage of e-banking.
• Attends promptly to customer transactions, inquiries and requests, and provides feedback.
• Conducts cross-selling to Personal Banking customers and follows CRM leads.

Job description

The Bank of the Philippine Islands is seeking a Customer Sales and Service Associate at its Ortigas branch in Metro Manila. The role handles both financial and non-financial customer transactions, including deposits, withdrawals, check payments, bills, fund transfers, and account opening.

You will also promote bank products and services to customers. As CSSA, you will ensure accuracy in end-of-day balancing, maintain safe custody of cash, perform KYC, and support client outreach through digital