Relationship-Building Universal Banker

Security Bank; Pasay; On-site; PHP 350,000 - 550,000; Full time

Job summary

Security Bank in Metro Manila seeks a qualified Universal Banker to drive in-house selling and cross-selling of bank products while building strong customer relationships. You will process account openings, placements, roll-overs/renewals, and related transactions, ensuring accuracy and adherence to bank policies.

Identify customer needs, conduct branch appointments, and onboard new CASA clients, all while maintaining compliance with regulatory requirements and delivering excellent service.

Qualifications

• 3+ years in branch banking, tellering or new accounts.
• Strong interpersonal and customer service orientation.
• Knowledge of regulatory 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

Customer service

Cross-selling

Negotiation skills

Job description

Security Bank in Metro Manila seeks a qualified Universal Banker to drive in-house selling and cross-selling of bank products while building strong customer relationships. You will process account openings, placements, roll-overs/renewals, and related transactions, ensuring accuracy and adherence to bank policies.

Identify customer needs, conduct branch appointments, and onboard new CASA clients, all while maintaining compliance with regulatory requirements and delivering excellent service.