Service Associate (Ortigas Branch)

CTBC Bank (Philippines) Corp.; Metro Manila; On-site; PHP 201,000 - 312,000; Full time

Job summary

CTBC Bank (Philippines) Corp. in Metro Manila seeks an Over the Counter specialist to perform transactions, handle deposits and payments, and promote bank products. This role requires precise cash handling, timely service, and strong customer interaction.

The incumbent will verify cash, address discrepancies, and respond to client inquiries, ensuring proper custody and efficient operation throughout banking hours.

Qualifications

• Performs Over the Counter function and process transactions per bank policies.
• Promotes bank products to clients.
• Delivers service in a timely and efficient manner.

Responsibilities

• Handle OTC transactions and cash handling with accuracy.
• Assist customers with passbook updates and balance inquiries.
• Address discrepancies and resolve customer queries or escalate as needed.
• Prepare cash requisitions for daily cash needs and ensure proper custody.
• Verify cash on hand and ensure joint custody at all times.

Job description

• Performs Over the Counter function and process transactions in accordance with prescribed policies and procedures.
• Accepts cash/checks/other deposit, various payments and stamps applicable bank endorsement.
• Counts bundles/bills received and validated supporting Cash transfer slips. Validates every cash requisition/turnover to/ from vault/ teller. Ensure joint custody is observed at all times.
• Be knowledgeable and promote all bank products.
• Delivers service in a timely, competent and efficient manner.
• Informs client of any discrepancies found on the transaction being handled.
• Handles customer problems and queries either through direct personal action or referral to the proper units. Elevates to the Service Officer difficult problems and queries.
• Entertains client’s request such as queries on account balances, passbook updates, statement entries and others.
• Make cash requisitions based on anticipated cash requirements for the day and transfer the same at the end of the day or as soon as there is excess of cash vs. limit. Ensure joint custody is observed at all times.
• Verifies picos box contents to ensure accuracy of cash on hand. Ensure joint custody is observed at all times.