Relationship Banking Specialist

Security Bank Corporation; San Jose del Monte; On-site; PHP 260,000 - 380,000; Full time

Job summary

Security Bank Corporation is seeking a Universal Banker to drive in-house sales and cross-sell bank products while building lasting customer relationships. You will handle opening and servicing of CASA accounts, placements, renewals, and other banking transactions with accuracy and compliance.

The role emphasizes identifying customer needs, marketing calls, and branch appointments to achieve sales targets, with adherence to bank policies and risk controls.

Qualifications

• Has good interpersonal and negotiation skills to build customer relationships.
• Strong customer service orientation and the ability to cross-sell bank products.
• Understanding of regulatory, quality control, and risk management framework.

Responsibilities

• Identifies customers’ needs, maintains and nurtures customer relationships through marketing calls, branch appointments, and discussions, recommending and cross-selling bank products, services, and alternative channels to further increase and deepen clients’ dealings with the bank.
• Monitors and reviews targets and actual performance of managed and new accounts handled, implementing marketing and cross-sell efforts in line with the client’s profile and anticipated needs to achieve successful conversions and bookings in line with sales objectives.
• Assists walk-in customers by servicing and advising them on financial solutions that would best meet their needs and profile and successfully establish a new banking relationship with the client.
• Ensures completeness and accuracy of required account opening documents for all accounts opened by performing thorough review in accordance with the set policies and procedures of the bank
• Assumes the duties and responsibilities of a co-approver on Over-the-Counter transactions via the system and co-signs bank documents: Bank Certification, Managers Checks, Gift Checks, Demand Drafts, Money Transfer Application Forms, Telegraphic Forms, Certificate of Time Deposits, Special Savings Deposits, Confirmation of Purchase, and other internal bank documents requiring two officers up to the delegated limit in accordance with set policies and procedures.

Skills

Interpersonal skills

Negotiation skills

Customer service

Job description

Security Bank Corporation is seeking a Universal Banker to drive in-house sales and cross-sell bank products while building lasting customer relationships. You will handle opening and servicing of CASA accounts, placements, renewals, and other banking transactions with accuracy and compliance.

The role emphasizes identifying customer needs, marketing calls, and branch appointments to achieve sales targets, with adherence to bank policies and risk controls.