Universal Banker: Build Relationships & Cross-Sell

Security Bank Corporation; Quezon City; On-site; PHP 350,000 - 550,000; Full time

Job summary

Security Bank Corporation seeks a Universal Banker to manage in-house selling and cross-selling of bank products while building strong customer relationships to achieve sales targets. You will handle opening of CASA accounts, placements, roll-overs, renewals, and oversee associated transactions with strict adherence to policies.

Business-focused mindset with at least 3 years of branch banking experience, excellent interpersonal skills, and a solid understanding of regulatory and risk management

Qualifications

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

Responsibilities

• Handle in-house selling and cross-selling of bank products and services.
• Identify customers' needs and build relationships to achieve sales targets.
• Process opening of new CASA accounts and related transactions with accuracy.
• Assist walk-in customers with financial solutions and establish new banking relationships.
• Co-sign and co-approve Over-the-Counter transactions and related bank documents as required.

Skills

Branch banking

Customer service

Negotiation

Job description

Security Bank Corporation seeks a Universal Banker to manage in-house selling and cross-selling of bank products while building strong customer relationships to achieve sales targets. You will handle opening of CASA accounts, placements, roll-overs, renewals, and oversee associated transactions with strict adherence to policies.

Business-focused mindset with at least 3 years of branch banking experience, excellent interpersonal skills, and a solid understanding of regulatory and risk management