Strategic Universal Banker: Cross-Sell & Relationships

Security Bank Corporation; Makati; On-site; PHP 223,000 - 446,000; Full time

Job summary

Security Bank Corporation is seeking a Universal Banker to handle in-house selling and cross-selling of bank products, while building strong customer relationships to meet sales targets. The role includes opening CASA accounts, managing placements, renewals, and various banking transactions with accuracy and compliance.

Candidates should have at least 3 years of branch banking experience in tellering or new account transactions, plus strong interpersonal and negotiation skills and a

Qualifications

• 3 years of branch banking experience in tellering or new account transactions.
• Good interpersonal and negotiation skills, with a strong customer service orientation.

Responsibilities

• Identify customer needs and build relationships through branch interactions.
• Cross-sell bank products and services to deepen client relationships.
• Process account openings, placements, renewals, and other banking transactions.
• Ensure accurate and compliant processing of transactions per policies.
• Act as co-approver on Over-the-Counter transactions and assist with bank documents.

Skills

Branch banking experience

Interpersonal skills

Negotiation skills

Customer service orientation

Job description

Security Bank Corporation is seeking a Universal Banker to handle in-house selling and cross-selling of bank products, while building strong customer relationships to meet sales targets. The role includes opening CASA accounts, managing placements, renewals, and various banking transactions with accuracy and compliance.

Candidates should have at least 3 years of branch banking experience in tellering or new account transactions, plus strong interpersonal and negotiation skills and a