Customer Advisor - New Accounts Officer (Surigao)

About the job

About Security Bank

We are the Philippines' largest independent bank, having won countless awards over the years, including Philippines' Top Employer, named by Statistica, and Best Bank for Diversity and Inclusion, awarded by Asiamoney.

We’re changing how people bank. From the moment customers enter our branches to their experience online, we make them feel valued and empowered.

Now, with more than 300+ branches nationwide, BetterBanking has become the gold standard in improving the banking lives of millions of Filipinos. But we’re far from done.

In our constant pursuit of excellence and improvement, we create teams that support our business and each other.

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 processes opening of new peso / dollar CASA accounts and placements, roll-over / renewal, termination, payment of matured placements for all SBC products. You ensure on-time and accurate service delivery in compliance with service standards of the Bank.

How You Will Contribute

• Identifies customer’s needs, maintain and nurture customer’s 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’s satisfaction
• Processes over-the-counter transactions and requests in accordance to 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 tasked to conduct end of day verification of cash in vault in accordance to the policies and procedures set by the Bank

What We’re Looking For

Send your CV to dtan2@securitybank.com.ph to begin your #BetterBanking Journey