New Accounts & Onboarding Specialist

Penbank, Inc.(A Private Development Bank); Polomolok; On-site; PHP 240,000 - 360,000; Full time

Job summary

Penbank, Inc. (A Private Development Bank) seeks a New Accounts Officer to open and process customer accounts, including Savings and Special Savings products, and to explain available bank services to clients.

The role requires conducting initial interviews to verify identities, coordinating with the Branch Cashier for current accounts, and ensuring compliance with bank procedures. Proficiency in Filipino, English, and local dialect is essential for effective client interactions.

Qualifications

• Bachelor's degree preferred; relevant banking experience considered if degree unrelated.
• Proficiency in Filipino, English, and local dialect required.

Responsibilities

• Open new accounts: Savings and Special Savings.
• Explain bank services to clients and prospective clients.
• Refer current account interviews to Branch Cashier for approval.

Skills

Client interviews

Customer service

Interpersonal skills

Communication in English/Filipino

Education

Bachelor's degree in Business or Finance

Job description

Penbank, Inc. (A Private Development Bank) seeks a New Accounts Officer to open and process customer accounts, including Savings and Special Savings products, and to explain available bank services to clients.

The role requires conducting initial interviews to verify identities, coordinating with the Branch Cashier for current accounts, and ensuring compliance with bank procedures. Proficiency in Filipino, English, and local dialect is essential for effective client interactions.