Relationship Banker: Cross-Sell & Service Expert

Security Bank; Tocmo; On-site; PHP 180,000 - 360,000; Full time

Job summary

Security Bank is seeking a Universal Banker to handle in-house selling and cross-selling of bank products, while building lasting customer relationships. You will open CASA accounts, manage placements, renewals, and other financial transactions with precision and adherence to guidelines.

Prospective candidates should have at least 1 year of branch banking experience, strong interpersonal and negotiation skills, and a solid understanding of regulatory and risk frameworks to ensure compliant,

Qualifications

• 1 year or more in branch banking, tellering, or new accounts processing.
• Strong customer service orientation and interpersonal skills.
• Good understanding of regulatory and risk management frameworks.

Responsibilities

• Identify customer needs and cross-sell bank products to meet client goals.
• Monitor targets and performance of accounts, implementing cross-sell strategies.
• Assist walk-in customers with financial solutions and establish new banking relationships.
• Ensure accurate completion of account opening documents and compliance with policies.
• Co-sign and co-approve select over-the-counter transactions per policy.

Skills

Branch banking

Customer service

Negotiation

Job description

Security Bank is seeking a Universal Banker to handle in-house selling and cross-selling of bank products, while building lasting customer relationships. You will open CASA accounts, manage placements, renewals, and other financial transactions with precision and adherence to guidelines.

Prospective candidates should have at least 1 year of branch banking experience, strong interpersonal and negotiation skills, and a solid understanding of regulatory and risk frameworks to ensure compliant,