Customer Advisor – New Accounts Officer (Laguna)

Posted 1 year ago by Security Bank

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Career Job Hiring Philippines – 2023 Updates

As a Customer Advisor – New Accounts, you will handle in-house selling, cross-selling of bank products and services, and managing of account portfolio to achieve sales targets. You will process the opening of new peso/dollar CASA accounts and placements, roll-over/renewal, termination, and payment of matured placements for all SBC products. You ensure on-time and accurate service delivery in compliance with the service standards of the Bank.

How You’ll Contribute

Identifies customer’s needs, maintains and nurtures customer relationships through marketing calls, recommending and cross-selling other bank products, services, and alternative channels to customers, and formulation of strategies to further increase dealings with the Bank
Assists walk-in customers by serving and advising them on bank products to meet their needs and have dealings with the Bank
Manages/attends to customers’ complaints by coordinating with the Branch Channel Manager (BCM) and/or concerned unit/s to ensure resolution and meet client satisfaction
Processes over-the-counter transactions and requests in accordance with the policies and procedures set by the Bank to ensure service delivery to customers within the service standards of the Bank
Acts as a primary co-custodian to the Main Vault Door and Cash Safe and is tasked to conduct end-of-day verification of cash in a vault in accordance with the policies and procedures set by the Bank

What We’re Looking For

Graduate of any Bachelor’s Degree course
With at least 3 years of combined sales and operations experience in branch banking, preferably handling 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

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How to apply? Application procedure as follows:

#1 Prepare and ready your resume/CV. You can try online resume builder from the internet.

#2 Visit the career site or web page of the company and look for the available jobs posted.

#3 Submit resume and apply online via the HR department / company’s email for application purposes.

#4 Wait for the company’s response and follow up as necessary.

#5 Visit Philippine Careers website every day for more job postings from other companies.