- 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
- 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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The Customer Advisor will handle in-house selling cross-selling of bank products and services managing account portfolio to achieve sales targets · ...
Calamba, Calabarzon3 linggo ang nakalipas
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Understands client needs through conversations and consultations · Recommends suitable products or services · Builds long-term relationships with clients · Answers questions and provides support before and after a purchase · Handles complaints or issues professionally · Keeps cli ...
Santo Tomas ₱240,000 - ₱600,000 (PHP) bawat taon5 oras ang nakalipas
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Customer Advisor (Management Trainee – Retail Leadership Track) · Retail Sales & Operations · Healthy Options · Are you passionate about health, wellness, and delivering premium customer experiences? · Join Healthy Options, the country's leading all-natural and organic retailer, ...
Manila3 araw ang nakalipas
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We are a natural products store chain dedicated to educating and empowering our customers. Our customer advisors provide superior service by understanding customers' health conditions. · ...
Pasig1 buwan ang nakalipas
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The Customer Advisor will handle in-house selling, cross-selling of bank products and services, and managing of account portfolio to achieve sales targets. · Process the opening of new peso/dollar CASA accounts and placements. · Roll-over/renewal, termination, and payment of matu ...
Lipa3 linggo ang nakalipas
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Customer Advisor (Management Trainee – Retail Leadership Track) · Retail Sales & Operations · Healthy Options · Are you passionate about health, wellness, and delivering premium customer experiences? · Join Healthy Options, the country's leading all-natural and organic retailer, ...
Metro Manila22 oras ang nakalipas
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The customer advisor will handle in-house selling, cross-selling of bank products · Identifies customer's needs · Maintains and nurtures customer relationships through marketing calls · Recommends and cross-sells other bank products, services, and alternative channels to custome ...
Manila3 linggo ang nakalipas
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The Role · As a Customer Advisor - New Accounts Officer, 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-o ...
Parañaque2 araw ang nakalipas
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The Role · As a Customer Advisor - New Accounts Officer, 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-o ...
Las Piñas1 linggo ang nakalipas
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We are looking for a Customer Advisor to join our team at Healthy Options. As a Customer Advisor, you will provide superior customer service by understanding customers' health conditions and requirements. · ...
Pasig2 linggo ang nakalipas
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Our vision is to have a healthier world where people take responsibility for their own health and the planet. · Since our first store opened at Shangri-La mall in 1995, our customer advisors have dedicated themselves to achieving our vision through educating and empowering our cu ...
Makati2 araw ang nakalipas
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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, roll-over/renewal, terminatio ...
Manila1 linggo ang nakalipas
-
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, terminatio ...
Taguig1 linggo ang nakalipas
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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, roll-over/renewal, terminatio ...
Makati1 linggo ang nakalipas
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Open for Fresh Graduates · The main role of the Customer Advisor is to ensure that every customer interaction results in a very positive experience that will translate to sales, customer loyalty and growth in customer base. · Performs a wide variety of functions including sales, ...
Taguig1 linggo ang nakalipas
-
The Role · As a Customer Advisor - New Accounts Officer, 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-o ...
Lipa2 araw ang nakalipas
-
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, terminatio ...
Pasig1 linggo ang nakalipas
-
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 pa ...
Metro Manila1 buwan ang nakalipas
-
As a Customer Advisor, you will handle in-house selling, cross-selling of bank products and services. · Identifies customer's needs, maintains and nurtures customer's relationships through marketing calls, · Assists walk-in customers by serving and advising them on bank products ...
Makati, National Capital Region1 buwan ang nakalipas
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+ 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 · •Graduate of any Bachelor's Degree course · •With at least 1-year of branch b ...
Pasig, National Capital Region1 buwan ang nakalipas
Customer Advisor - Calamba - Security Bank Corporation
Paglalarawan
The Role
As a Customer Advisor - New Accounts Officer, 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
What we're looking for
About Security Bank
Security Bank is one of the Philippines' best capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking.
We're recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.
Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes' World's Best Employers 2023 list.
At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): "YOU matter."
Start your BetterBanking career with us today.
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