New Accounts Growth Advisor

Security Bank Corporation

Parañaque

On-site

PHP 279,000 - 502,000

Full time

5 days ago
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Job summary

Security Bank Corporation 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 openings of peso/dollar CASA accounts and placements, renewals, terminations, and payments of matured placements to ensure on-time and accurate service delivery in line with the Bank's standards.

You will build relationships with customers, advise on products, and ensure compliance with

Qualifications

  • Graduate of any Bachelor's Degree course.
  • At least 3 years of combined sales and operations experience in branch banking.
  • Strong customer service orientation with good interpersonal and negotiation skills.
  • Solid understanding of regulatory, quality control, and risk management framework.

Responsibilities

  • Identifies customer needs and nurtures relationships through marketing calls and cross-selling of bank products and services.
  • Assists walk-in customers by advising on bank products to meet their needs and drive sales.
  • Manages and resolves customer complaints in collaboration with BCM or other units to ensure satisfaction.
  • Processes over-the-counter transactions and requests following bank policies and service standards.
  • Acts as primary co-custodian to Main Vault Door and Cash Safe; conducts end-of-day cash verification per bank policies.

Skills

Interpersonal skills
Negotiation skills
Customer service

Education

Bachelor's degree

Job description

Security Bank Corporation 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 openings of peso/dollar CASA accounts and placements, renewals, terminations, and payments of matured placements to ensure on-time and accurate service delivery in line with the Bank's standards.

You will build relationships with customers, advise on products, and ensure compliance with

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