Junior Branch Ambassador

UnionBank of the Philippines; Mandaue; On-site; PHP 200,880 - 279,000; Full time

Job summary

A leading financial institution in the Philippines seeks a Junior Branch Ambassador to enhance customer experience by advocating digital banking channels. The role includes serving customers, ensuring accurate processing of transactions, and maintaining positive client interactions. Ideal candidates should possess strong communication skills and an adaptability to promote the bank's offerings. This position is vital in fostering customer loyalty and operational efficiency within the branch.

Responsibilities

• Advocates and promotes digital banking channels to enhance customer experience.
• Ensures all transactions are accurately processed and recorded.
• Delivers excellent customer service at every interaction.
• Participates in the implementation of Business Continuity Plans (BCP) as needed.

Skills

Accountability

Adaptability

Analytical

Good Communication Skills

Critical thinking

Teamwork

Willingness to learn

Job description

Company: Union Bank of the Philippines

Position: Junior Branch Ambassador

Office Location: Cebu Borromeo, Cebu City

Job Summary: The Junior Branch Ambassador advocates and promotes the use of digital banking channels, self-service machines, and other digital initiatives to enhance customer experience. Responsible for deposit account servicing and transaction processing while creating positive client interactions that foster loyalty and generate referrals for the bank.

Duties and Responsibilities

Digital Engagement

• Advocates the UBOnline App, The Portal, SME Business Banking App and Digital Transaction Portal.
• Executes maximum utilization of online banking, self-service machines and other digital channels during customer interactions and events.
• Delivers excellent customer service at every customer interaction.
• Properly addresses all customer feedback and concerns within standard turnaround time to maintain a positive overall banking experience.

Customer Experience

• Projects the image of a professional and efficient bank through one's smart physical appearance and courteous, efficient, competent, problem-free, timely and personalized servicing of client's transactions.
• Keeps oneself thoroughly familiar with the bank's existing and new products and services.
• Explores and takes advantage of every opportunity to cross-sell bank's products by informing clients and answering their inquiries, assisting in elevating other queries if necessary to ascertain client expectations and needed information is replied with.
• Endorses prospective clients to RMs for client calls.

Operations Efficiency and Service Quality

• Ensures that all transactions are processed, recorded accurately and balanced as compared with the totals and reports generated in the bank's system and required reports are accomplished accurately and submitted within the specified deadlines.
• Discloses inconsistencies in transactions and cash handling including observations in the workplace to immediate supervisor that may affect bank's day to day operations and is not in compliance with the bank's policies and procedures and code of conduct.
• During contingencies, the Junior Ambassador is expected to participate and perform functions needed in the implementation of Business Continuity Plans (BCP) as a reliever/alternate when needed.
• Complies with the bank operations and security procedures by participating in joint custody and dual functions and managing client traffic in queue.
• Maintains customer confidence and protects its records by keeping it confidential RA 1405.
• Monitors compliance with the KPI’s set for the job.
• Adheres to contributing to meet branch OPEX target.
• Performs other duties related to his functions which may be required of him/her, as necessary.

Platform Functions

• Assists the Sales Service Officer/Ambassador in processing accounts by assisting clients in filling up necessary information to comply with the documentary deficiencies and requirements needed to complete the bank documents.
• Ensures that bank fees and charges are accurately charged and booked.
• Ensures that transactions are accurately processed and called back by comparing data handed over by the client as compared with the bank’s records before processing and transaction reversals are properly documented and approved.
• Ensures that reports are accurate and an approval is sought for the reporting of Abstracts of Collections (including BIR and Phil health), with required supporting documents for sending to appropriate unit within the cut off period.
• Ensures proper upkeep of assigned work area and equipment and reports necessary items that need attention to the branch officers for necessary action and elevation.
• Acts as alternate of branch officers for Vault combinations and key custodians.
• Observes prompt attendance requirements at work all the time.
• Performs other duties that may be required of him/her.

Employee Engagement

• Fosters teamwork and camaraderie, participates, and cooperates in all bank’s activities and maintains a good workplace culture.
• Required Skills: Accountability, Adaptability, Analytical, Good Communication Skills, Critical thinking, Teamwork, Willingness to learn.