Universal Banker (A. Roces Avenue)

Security Bank; Quezon City; Sur place; PHP 167 000 - 279 000; Plein temps

Résumé du poste

Security Bank is hiring a Universal Banker in Metro Manila to handle in-house selling and cross-selling of bank products, build customer relationships, and support sales targets. The role includes processing new CASA accounts, placements, renewals, terminations, and payouts with timely, accurate service according to bank guidelines.

The candidate will identify customer needs through calls and branch visits, review documents for account openings, and co-approve transactions up to policy limits,

Qualifications

• At least 3 years of branch banking experience in tellering or new account transactions.
• Good interpersonal skills, negotiation skills, and a strong customer service orientation.
• Understanding of the regulatory, quality control, and risk management framework.

Responsabilités

• 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, TelegraphicForms, 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.

Connaissances

Interpersonal skills

Negotiation skills

Customer service orientation

Description du poste

1 - 3 Years

Job Description

The Role

As a Universal Banker, youare expected to handle the in-house selling, and cross-selling of bank productsand services, and build customer relationships to support business goals andachieve sales targets. Processes opening of new CASA accounts,placements, roll-over /renewal, termination, and pay-out of matured placementsincluding the processing of payments, deposits, withdrawals, encashment, andother financial transactions. Ensures timely and accurate servicing oftransactions in compliance with established operations guidelines and servicestandards of the bank.

How you’ll contribute

• Identifies customers’ needs,maintains and nurtures customer relationships through marketing calls,branch appointments, and discussions, recommending and cross-selling bankproducts, services, and alternative channels to further increase anddeepen clients’ dealings with the bank.
• Monitors and reviews targetsand actual performance of managed and new accounts handled,implementing marketing and cross-sell efforts in line with the client’sprofile and anticipated needs to achieve successful conversions andbookings in line with sales objectives.
• Assists walk-in customers byservicing and advising them on financial solutions that would best meettheir needs and profile and successfully establish a new bankingrelationship with the client.
• Ensures completeness andaccuracy of required account opening documents for all accountsopened by performing thorough review in accordance with the set policiesand procedures of the bank
• Assumes the duties andresponsibilities of a co-approver on Over-the-Counter transactions via thesystem and co-signs bank documents: Bank Certification, Managers Checks,Gift Checks, Demand Drafts, Money Transfer Application Forms, TelegraphicForms, Certificate of Time Deposits, Special Savings Deposits,Confirmation of Purchase, and other internal bank documents requiring twoofficers up to the delegated limit in accordance with set policies andprocedures.

What we’re looking for

• With at least 3 years of branchbanking experience in tellering or new account transactions
• Must have good interpersonalskills, negotiation skills, and a strong customer service orientation
• Has an in-depth understandingof the regulatory, quality control, and risk management framework

About Security Bank

Security Bank is oneof the Philippines’ best capitalized private domestic universal banks.Established in 1951 and publicly listed with the Philippine Stock Exchange(PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial,and business (MSME) banking.

We’re recognized as anEmployer of Choice in Philippine banking by various award-giving bodies for ourvalues-based culture, industry-leading engagement and benefits, and commitmentto work-life balance.

Most recently, weranked as the #2 best employer in the Philippines and #54 globally on theprestigious Forbes’ World’s Best Employers 2023 list.

At Security Bank, ourapproach to Human Capital Management (HCM) is embodied by our Employee ValueProposition (EVP): “YOU matter.”

Start yourBetterBanking career with us today.

Job Snapshot

Updated Date

19-10-2026

Job ID

JOB4945