- Identifies customers' needs, maintains and nurtures customer relationships through marketing calls, branch appointments, and discussions, recommending and cross-selling bank products, services, and alternative channels to further increase and deepen clients' dealings with the bank.
- Monitors and reviews targets and actual performance of managed and new accounts handled, implementing marketing and cross-sell efforts in line with the client's profile and anticipated needs to achieve successful conversions and bookings in line with sales objectives.
- Assists walk-in customers by servicing and advising them on financial solutions that would best meet their needs and profile and successfully establish a new banking relationship with the client.
- Ensures completeness and accuracy of required account opening documents for all accounts opened by performing thorough review in accordance with the set policies and procedures of the bank
- Assumes the duties and responsibilities of a co-approver on Over-the-Counter transactions via the system and co-signs bank documents: Bank Certification, Managers Checks, Gift Checks, Demand Drafts, Money Transfer Application Forms, Telegraphic Forms, Certificate of Time Deposits, Special Savings Deposits, Confirmation of Purchase, and other internal bank documents requiring two officers up to the delegated limit in accordance with set policies and procedures.
- With at least 2 years of branch banking experience in tellering or 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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We are currently seeking a high caliber professional to join our team as a Universal Banker. In this role you will engage and discover customer needs on branch entry fulfill customer needs acquire new to bank premier customers deliver service excellence promote and deliver digita ...
Makati, National Capital Region1 buwan ang nakalipas
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The Universal Banker is expected to handle the in-house selling and cross-selling of bank products and services, build customer relationships, process financial transactions, and ensure timely servicing of transactions. · ...
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Join HSBC and your future will be rich with potential.We aim to be where the growth is, enabling businesses to thrive and economies to prosper. · Engage and Discover Customer Needs on Branch Entry · Fulfill Customer Needs · Acquire New to Bank Premier Customers · Promote and Deli ...
Makati1 buwan ang nakalipas
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The Universal Banker role involves handling in-house sales and cross-selling bank products and services to build customer relationships and achieve business goals. · ...
Metro Manila1 buwan ang nakalipas
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The RoleAs a Universal Banker you are expected to handle the in-house selling and cross-selling of bank products and services and build customer relationships to support business goals and achieve sales targetsProcesses opening of new CASA accounts placements roll-over/renewal te ...
Pasay1 buwan ang nakalipas
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The Universal Banker is expected to handle in-house selling and cross-selling of bank products and services, build customer relationships to support business goals and achieve sales targets. · ...
Pasay, National Capital Region1 buwan ang nakalipas
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The Universal Banker role involves handling in-house selling, cross-selling of bank products and services, building customer relationships to support business goals and achieve sales targets. · With at least 3 years of branch banking experience in tellering or new account transac ...
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We're changing how people bank. From the moment customers enter our branches to their experience online, we make them feel valued and empowered. · Handles in-house selling and cross-selling of bank products and services. · Builts customer relationships to support business goals a ...
Quezon, Metro Manila1 buwan ang nakalipas
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About Security Bank. We are the Philippines' largest independent bank. Changing how people bank and making them feel valued and empowered. · We create teams that support our business and each other.The Role: As a Universal Banker, you handle in-house selling of bank products. · ...
San Mateo, Rizal1 linggo ang nakalipas
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The Role · As a Universal Banker, you are expected to handle the in-house selling, and cross-selling of bank products and services, and build customer relationships to support business goals and achieve sales targets. Processes opening of new CASA accounts, placements, roll-over ...
Calamba2 araw ang nakalipas
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The Role · As a Universal Banker, you are expected to handle the in-house selling, and cross-selling of bank products and services, and build customer relationships to support business goals and achieve sales targets. Processes opening of new CASA accounts, placements, roll-over ...
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+ Job summary: As a Universal Banker at Security Bank, you will handle in-house selling and cross-selling of bank products and services while building customer relationships to support business goals. · + Qualifications: With at least 6-1 year of branch banking experience or fres ...
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The Role · As a · Universal Banker, · you are expected to handle the in-house selling, and cross-selling of bank products and services, and build customer relationships to support business goals and achieve sales targets. Processes opening of new CASA accounts, placements, roll-o ...
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Universal Banker - Makati - Security Bank Corporation
Paglalarawan
The Role
As a Universal Banker, you are expected to handle the in-house selling, and cross-selling of bank products and services, and build customer relationships to support business goals and achieve sales targets. Processes opening of new CASA accounts, placements, roll-over /renewal, termination, and pay-out of matured placements including the processing of payments, deposits, withdrawals, encashment, and other financial transactions. Ensures timely and accurate servicing of transactions in compliance with established operations guidelines and 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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Universal Banker
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Universal Banker
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Universal Banker
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Reporting Specialist, Publisher
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