New Accounts Advisor - Banking Sales & Customer Care

Security Bank; Philippines; On-site; PHP 250,000 - 450,000; Full time

Job summary

Security Bank is hiring a Customer Advisor - New Accounts in the Philippines to handle in-house selling and cross-selling of bank products, while managing an account portfolio to achieve targets. You will open peso/dollar CASA accounts, renewals, terminations, and handle matured placements, ensuring on-time, accurate service in line with our standards.

You will identify customer needs, advise on products, and cross-sell to grow banking relationships, while resolving complaints and processing

Qualifications

• Graduate of any Bachelor's Degree course.
• With at least 1 year of combined sales and operations experience in branch banking, preferably handling new account transactions.
• Must have good interpersonal skills, negotiation skills, and a strong customer service orientation.
• Has an in-depth understanding of the regulatory, quality control, and risk management framework.

Responsibilities

• Identifies customer's needs, maintains and nurtures customer relationships through marketing calls, recommending and cross-selling other bank products, services, and alternative channels to customers, and formulation of strategies to further increase dealings with the Bank
• Assists walk-in customers by serving and advising them on bank products to meet their needs and have dealings with the Bank
• Manages/attends to customers’ complaints by coordinating with the Branch Channel Manager (BCM) and/or concerned unit/s to ensure resolution and meet client satisfaction
• Processes over-the-counter transactions and requests in accordance with the policies and procedures set by the Bank to ensure service delivery to customers within the service standards of the Bank
• Acts as a primary co-custodian to the Main Vault Door and Cash Safe and is tasked to conduct end-of-day verification of cash in a vault in accordance with the policies and procedures set by the Bank

Skills

Interpersonal skills

Negotiation skills

Customer service orientation

Education

Bachelor's degree

Job description

Security Bank is hiring a Customer Advisor - New Accounts in the Philippines to handle in-house selling and cross-selling of bank products, while managing an account portfolio to achieve targets. You will open peso/dollar CASA accounts, renewals, terminations, and handle matured placements, ensuring on-time, accurate service in line with our standards.

You will identify customer needs, advise on products, and cross-sell to grow banking relationships, while resolving complaints and processing