Customer Advisor - New Accounts Officer (Iloilo)

The Role

As a Customer Advisor, 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 will 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 BankAssists walk-in customers by serving and advising them on bank products to meet their needs and have dealings with the BankManages/attends to customers’ complaints by coordinating with the Branch Channel Manager (BCM) and/or concerned unit/s to ensure resolution and meet client satisfactionProcesses 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 BankActs 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 courseWith at least 3 years of branch banking experience preferably handling new account transactionsMust have good interpersonal skills, negotiation skills, and a strong customer service orientationHas an in-depth understanding of the regulatory, quality control, and risk management framework