New Accounts Advisor: Drive Bank Sales & Service

Security Bank Corporation; Passi; On-site; PHP 250,000 - 400,000; Full time

Job summary

Security Bank Corporation, Philippines, seeks a Customer Advisor - New Accounts Officer to drive in-house selling and cross-selling of bank products while managing new peso/dollar CASA accounts and placements. The role includes end-of-day vault duties and ensuring timely, compliant service delivery.

The ideal candidate has a Bachelor's degree and at least 3 years of sales and operations experience in branch banking, with strong interpersonal and customer service skills to support growth and

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, 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

Sales experience

Interpersonal skills

Negotiation skills

Customer service orientation

Regulatory and risk awareness

Education

Bachelor's degree

Job description

Security Bank Corporation, Philippines, seeks a Customer Advisor - New Accounts Officer to drive in-house selling and cross-selling of bank products while managing new peso/dollar CASA accounts and placements. The role includes end-of-day vault duties and ensuring timely, compliant service delivery.

The ideal candidate has a Bachelor's degree and at least 3 years of sales and operations experience in branch banking, with strong interpersonal and customer service skills to support growth and