Universal Banker - Passi, Iloilo

Security Bank Corporation; Passi; On-site; PHP 240,000 - 480,000; Full time

Job summary

Security Bank Corporation in the Philippines is seeking a Universal Banker who handles in-house selling and cross-selling of bank products, builds customer relationships, and achieves sales targets.

You will open CASA accounts, manage placements, renewals, termination, and conduct payments and other transactions in compliance with bank guidelines.

The role requires strong customer service, negotiation skills, and a solid understanding of regulatory and risk controls to support business goals.

Qualifications

• Minimum 3 years of branch banking experience.
• Experience in tellering and new account processing.
• Strong customer service orientation and interpersonal skills.
• Knowledge of regulatory and risk management frameworks.

Responsibilities

• Assist walk-in customers by advising on financial solutions and building relationships.
• Ensure completeness and accuracy of account opening documents per policy.
• Co-approve OTC transactions and co-sign bank documents within delegated limits.

Skills

Branch banking experience

Tellering

New account transactions

Job description

The Role

As a Universal Banker, you are expected to handle the in-house selling, and cross-selling of bank products and services, and build customer relationships to support business goals and achieve sales targets. Processes opening of new CASA accounts, placements, roll-over /renewal, termination, and pay-out of matured placements including the processing of payments, deposits, withdrawals, encashment, and other financial transactions. Ensures timely and accurate servicing of transactions in compliance with established operations guidelines and service standards of the bank.

How you’ll contribute

• 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, Telegraphic Forms, 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.

What we’re looking for

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

About Security Bank

Security Bank is one of 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 an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.

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

At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): "YOU matter."