Customer Advisor

Cagayan de Oro, Philippines

Job Description

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 nurture 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 branch banking experience 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
Preferably Chinese speaking
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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, r

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Job Detail

  • Job Id
    JD1088856
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Cagayan de Oro, Philippines
  • Education
    Not mentioned