New Accounts Advisor: Banking Sales & Customer Growth

Security Bank Corporation; Daet; On-site; PHP 300,000 - 600,000; Full time

Job summary

Security Bank Corporation in the Philippines is seeking a Customer Advisor - New Accounts Officer to handle in-house selling, cross-selling of bank products, and manage an account portfolio to meet sales targets. You will process opening of new peso/dollar CASA accounts and maturities, and ensure on-time service delivery.

The role requires graduate with 3 years sales/operations in branch banking, strong customer service and negotiation skills, and knowledge of regulatory and risk management

Qualifications

• Graduate of any Bachelor's Degree course.
• With at least 3 years 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 and nurtures relationships through marketing calls, cross-selling products and services.
• Assists walk-in customers by advising them on bank products to meet their needs.
• Manages/attends to customer complaints to ensure resolution and satisfaction.
• Processes over-the-counter transactions and requests per Bank policies and service standards.
• Acts as primary co-custodian to Main Vault Door and Cash Safe, conducting end-of-day cash verification.

Skills

Customer service

Sales

Cross-selling

Interpersonal skills

Education

Bachelor's Degree

Job description

Security Bank Corporation in the Philippines is seeking a Customer Advisor - New Accounts Officer to handle in-house selling, cross-selling of bank products, and manage an account portfolio to meet sales targets. You will process opening of new peso/dollar CASA accounts and maturities, and ensure on-time service delivery.

The role requires graduate with 3 years sales/operations in branch banking, strong customer service and negotiation skills, and knowledge of regulatory and risk management