Service/Sales Associate for Ligao City Albay

Rural Bank of Angeles; Sipi; On-site; PHP 201,000 - 335,000; Full time

Job summary

Rural Bank of Angeles in the Philippines seeks a staff member to handle over-the-counter transactions, open accounts, and maintain client records, contributing to branch goals.

Strong attention to detail, adherence to banking policies, and customer service skills are essential to assist clients and address inquiries while supporting branch efficiency.

Qualifications

• Experience handling over-the-counter transactions and account openings is preferred.
• Ability to verify documents for opening accounts and maintain accurate records.

Responsibilities

• Solicits accounts and/or cross sells the bank's products and services
• Processes over-the-counter transactions according to set standards
• Attends to client requests, inquiries and concerns
• Monitors and orders branch stationery and supplies
• Contributes to branch cost efficiency
• Accounts for all numbered forms in custody
• Performs end of day/closing activities
• Performs tasks in compliance with bank policies and procedures
• Processes account opening/maintenance and updates client information according to set standards
• Monitors and processes client placements

Skills

Cross-selling

Cash handling

Customer service

Account opening

Job description

About the role

Handles over the counter transactions and contributes to the achievement of branch goals. Handles account opening and maintenance and contributes to the achievement of branch goals.

Key responsibilities

• Solicits accounts and/or cross sells the bank's products and services
• Processes over-the-counter transactions according to set standards
• Attends to client requests, inquiries and concerns
• Monitors and orders branch stationery and supplies
• Contributes to branch cost efficiency
• Accounts for all numbered forms in custody
• Performs end of day/closing activities
• Performs tasks in compliance with bank policies and procedures
• Processes account opening/maintenance and updates client information according to set standards
• Monitors and processes client placements

About you

• Ensures veracity and completeness of documents for opening accounts