Universal Banker: Client-First Banking & Cross-Sell Pro

Security Bank Corporation; Philippines; On-site; PHP 250,000 - 420,000; 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 lasting customer relationships. The role includes opening CASA accounts, placements, renewals, and processing various banking transactions with accuracy and compliance.

The ideal candidate has 1–3 years of branch banking experience, strong customer service orientation, and solid knowledge of regulatory and risk management frameworks.

Qualifications

• At least 1–3 years of branch banking experience in tellering or new account transactions.
• Strong interpersonal, negotiation, and customer service orientation.
• Solid understanding of regulatory, quality control, and risk management framework.

Responsibilities

• Handle in-house selling and cross-selling of bank products and services, building relationships to meet targets.
• Process opening of CASA accounts, placements, renewals, terminations, and payouts with accuracy.
• Assist walk-in customers with financial solutions and establish banking relationships.

Skills

Interpersonal skills

Negotiation

Customer service

Job description

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

The ideal candidate has 1–3 years of branch banking experience, strong customer service orientation, and solid knowledge of regulatory and risk management frameworks.