Universal Banker (Tagbilaran, Bohol)

Security Bank; Tagbilaran; On-site; PHP 300,000 - 500,000; Full time

Job summary

Security Bank seeks a Universal Banker to drive in-house selling and cross-selling of bank products while building lasting customer relationships. You will handle account openings, placements, roll-overs, and a range of financial transactions with accuracy and compliance.

You’ll identify customer needs through consultations and branch interactions, achieve sales targets, and uphold bank policies. Relevant branch banking experience and strong customer service are essential to succeed in this role.

Qualifications

• Must have at least 3 years of branch banking experience in tellering or new account transactions.
• Strong interpersonal and negotiation skills with a customer-service focus.
• Solid understanding of regulatory, quality control, and risk management frameworks.

Responsibilities

• Identify customer needs and nurture relationships through branch activities and marketing calls.
• Open and service new CASA accounts, placements, renewals, and related banking transactions with accuracy and compliance.
• Assist walk-in customers with financial solutions and establish new banking relationships.
• Verify and process account opening documents in accordance with bank policies.

Skills

Interpersonal skills

Negotiation skills

Customer service orientation

Job description

2 - 3 Years

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

• 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, 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

Job Snapshot

Updated Date

21-09-2026

Job ID

JOB1231

Location