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...signature verification. Posts of all transaction adjustments to the Current Account/Savings Account (CA/SA) terminal at the start of banking day. Accepts and processes various fund transfers and remittances payments. Handles outward clearing operations. Sells the...
Metrobank
...Job Description Purpose To generate business for the Bank by providing excellent customer service and efficiently processing clients’ over-the-counter transactions. Ensure prompt and courteous servicing of client inquiries and transactions; provide information...
Intrix Contact Solutions
DO YOU QUALIFY? Fresh-Graduates are welcome to apply. (Any field) Willing to have shifting schedules. Must be willing to work in Eastwood, Quezon City. OUR EMPLOYEES’ SKILL SET: Help resolve conflicts with customers. Must be able to listen effectively to find...
Greenfield Development Corporation
...Able to provide satisfactory customer service to accommodate the financial needs of the buyers who were not able to secure ideal bank financing from the banks or issued lump sum balance check as payment for their purpose Provide timely reports to management when...
Shared Services
Japanese Banking Reconciliation Posting Period(***) ***-****Shared Services Taguig City Negotiable English, Filipino, Japanese BENEFITS: • Responsible in matching the balances in an entity's accounting records for a cash account to the corresponding information...
Diversify Offshore Staffing Solutions
...Job Description The Bank Reconciliation Specialist is responsible in working within a high performing and supportive team environment and provide accurate data. The role is also in-charge of timely and efficient bank reconciliation and revenue reconciliation services...
PJ Lhuillier Group of Companies
8900 - 9000 Php ...Job Description The position is responsible in providing administrative and general task with the banking processes such as reviewing/ gathering client’s banking record as well as performing other tasks related to the job. The position may require calling client for...
Staff Alliance, Inc.
Job Responsibilities: ~Filing of documents ~Performing clerical works ~Answering phone calls Job Qualifications: ~A graduate of a Bachelor’s Degree in Business Administration, Information Technology or Computer Science ~Willing to work in Ortigas or Makati ~Willing...
S&P Global Philippines, Inc.
...Job Description The Role: Relationship Manager, Commercial Banks The Location: Makati City, Philippines What’s in it for you? You will develop and maintain a positive relationship with the assigned S&P Market Intelligence and/ or RateWatch accounts. You will...
Metrobank
...signature verification. Posts of all transaction adjustments to the Current Account/Savings Account (CA/SA) terminal at the start of banking day. Accepts and processes various fund transfers and remittances payments. Handles outward clearing operations. Sells the...
Client Service Manager - Commercial Research - Commercial Banking
newJPMorgan Chase & Co
...a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management....
J-K Network Services
The Australia and New Zealand Banking Group Limited is the third largest bank in Australia. An international banking company that serves to more than 5 million customers around the world. Position: Cantonese Phone Banking Specialist Type of job: Email and Calls...
Wipro
This career opportunity is with Wipro’s Sales Group. The Business Development Manager (Hunter / Account Manager) is accountable for new business development and revenue from new clients post successful delivery and CSAT. The role incumbent is responsible for delivery existing...
Sr. Relationship Manager - Banking Centers Group
newSecurity Bank Careers
About Security Bank We are the Philippines’ largest independent bank, having won countless awards over the years including the most prestigious industry award in both 2015 and 2016—the Bank of the Year – Philippines by The Banker. We’re changing how people bank. From...
Optimum Source Inc.
Description Your role as an Investment Banking Analyst would be to work in teams to meet the strategic advisory needs of financial services clients including M&A, capital raising, valuations, fairness opinions and general...
Security Bank Careers
About Security Bank We are the Philippines’ largest independent bank, having won countless awards over the years including the most prestigious industry award in both 2015 and 2016—the Bank of the Year – Philippines by The Banker. We’re changing how people bank. From...
Wells Fargo
...Description About Enterprise Global Services Enterprise Global Services (EGS) enables global talent capabilities for Wells Fargo Bank NA., by supporting over half of Wells Fargo's business lines and staff functions across Technology, Operations, Risk Services and...
JPMorgan Chase & Co
...leading global financial services firm with assets of $2.5 trillion and operations worldwide. The firm is a leader in the investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management....
Ben Edictio
Careers Apply IT Careers Position: IMPLEMENTATION SPECIALIST - BANKING SECTOR
(0108) IBM Philippines Incorporated
They have a deep understanding of the nature of business problems in the Financial Services Sector, and the products and solutions that provide new value in solving those problems Relationship Management Employees in this Go-to-Market specialty are responsible for...
The Position
The Customer Advisor position is unique in a way that you get to handle marketing, bank operations, and relationship and portfolio management responsibilities. When it comes to career growth, it is an opportunity to get valuable corporate experience while learning from seasoned veterans of a highly competitive field.
As a member of the Branch Banking group, you will be at the forefront of giving personalized and quality service to our clients. By managing and growing existing portfolio of the branch, the Customer Advisor will be instrumental in ensuring the efficiency of our branch business.
We are looking for Customer Advisor who will bring fresh ideas in the continuous improvement of our processes, and the passion when it comes to the execution of projects and tasks. We need our Customer Advisors to be versatile and enthusiastic when it comes to dealing with challenges that are inherent in a hypercompetitive industry.
Security Bank’s mission is to meet our customers’ needs with intelligent and personalized solutions as we help them build for their future. Our Branch Banking group is our front line in providing a Better Banking experience to all Filipinos, whether it’s finding new ways to address their pain points, delivering the highest standards of service, or setting the trend for the rest of the bank to follow.
Responsibilities
- Managing and growing existing portfolio of the branch by cross selling and in-house selling of the banks products and services.
- Assessing customer needs and ensuring prompt and efficient service delivery in compliance with the bank’s service standards.
- Processing account opening of new accounts, renewal, termination and payment of matured placements.
Qualifications
- Graduate of any Bachelor’s Degree course
- At least 3 years of branch banking experience, with one year in handling new account transactions
- Experience in cross-selling of bank products
- Able to understand and analyze numerical information and to make the right conclusions and decisions
- Must have good interpersonal skills, negotiation skills and a strong customer service orientation
- Head Office - Ayala Avenue
- Makati Avenue, Constellation
- Buendia Dian
- Arnaiz Avenue
- Salcedo
- Guadalupe