Relationship Banker: Cross-Sell & Grow Client Wealth

Security Bank Corporation; Quezon City; On-site; PHP 279,000 - 502,200; Full time

Job summary

Security Bank Corporation is seeking a Universal Banker to handle in-house selling and cross-selling of bank products while building strong customer relationships. The role includes opening CASA accounts, handling placements, renewals, terminations, and processing various financial transactions with adherence to operations guidelines.

The ideal candidate has at least 3 years of branch banking experience in tellering or new account transactions and strong interpersonal and negotiation skills,

Qualifications

• At least 3 years of branch banking experience in tellering or new account transactions.
• Strong customer service orientation and relationship-building ability.
• Understanding of regulatory, quality control, and risk management frameworks.

Responsibilities

• Identifies customer needs and cross-sells bank products and services.
• Monitors targets and performance of accounts to drive conversions and bookings.
• Assists walk-in customers with financial solutions and builds banking relationships.
• Ensures accurate completion of account opening documents per bank procedures.
• Acts as co-approver on Over-the-Counter transactions within delegated limits.

Skills

Customer service

Interpersonal skills

Negotiation skills

Cross-selling

Job description

Security Bank Corporation is seeking a Universal Banker to handle in-house selling and cross-selling of bank products while building strong customer relationships. The role includes opening CASA accounts, handling placements, renewals, terminations, and processing various financial transactions with adherence to operations guidelines.

The ideal candidate has at least 3 years of branch banking experience in tellering or new account transactions and strong interpersonal and negotiation skills,