5,112 Branch Banking jobs in the Philippines

BEST EMPLOYER IN THE BANKING & FINANCIAL SERVICES CATEGORY

(Source: Philippine Daily Inquirer and Statista's The Philippine Best Employers for 2023, 2024, & 2025)

CANDIDATE SHOULD HAVE A STRONG & SOLID BACKGROUND IN BRANCH BANKING OPERATIONS

"Please do not apply in case NO related work exposure IN BANKING"

BRANCH BANKING GROUP HEAD

We are seeking a highly driven and strategic Branch Banking Group Head to lead the branch banking operational team. The role is responsible for ensuring operational efficiency, strengthening our corporate brand and identity, and delivering exceptional customer experience across all branches. This position plays a vital part in building market presence, upholding service excellence, and ensuring that the branches align with the bank's overall vision and standards.

Key Responsibilities

• Drive and maintain the bank's corporate branding and identity across all branches, ensuring consistent execution of marketing and brand strategies.
• Lead initiatives to enhance customer experience and deliver service excellence across branch operations.
• Implement strategic programs to strengthen market presence and competitiveness.
• Provide leadership, guidance, and performance management to branch heads and staff to achieve business goals.
• Collaborate with senior management in formulating branch-related policies and business development strategies.

Job Type: Full-time

Benefits:

• Additional leave
• Company events
• Health insurance
• Life insurance
• Opportunities for promotion
• Paid training
• Promotion to permanent employee

Experience:

• branch banking operations: 5 years (Required)

Work Location: In person

BEST EMPLOYER IN THE BANKING & FINANCIAL SERVICES CATEGORY

(Source: Philippine Daily Inquirer and Statista's The Philippine Best Employers for 2023, 2024, & 2025)

CANDIDATE SHOULD HAVE A STRONG & SOLID BACKGROUND IN BRANCH BANKING OPERATIONS

"Please do not apply in case NO related work exposure IN BANKING"

BRANCH BANKING GROUP HEAD

We are seeking a highly driven and strategic Branch Banking Group Head to lead our network of branches. The role is responsible for ensuring operational efficiency, strengthening our corporate brand and identity, and delivering exceptional customer experience across all branches. This position plays a vital part in building market presence, upholding service excellence, and ensuring that the branches align with the bank's overall vision and standards.

• Drive and maintain the bank's corporate branding and identity across all branches, ensuring consistent execution of marketing and brand strategies.
• Lead initiatives to enhance customer experience and deliver service excellence across branch operations.
• Implement strategic programs to strengthen market presence and competitiveness.
• Provide leadership, guidance, and performance management to branch heads and staff to achieve business goals.
• Collaborate with senior management in formulating branch-related policies and business development strategies.

Business Generalization

· Plans, organizes, leads and undertakes business generation programs, specifically to increase account base (number of depositors) and total funds portfolio.

· Conducts continuing market survey to pinpoint prospective clients, determines their banking requirements and what the competition is providing them; determines products and services appropriate to client's specific requirements and packages these accordingly to outflank competition.

· Regularly conducts business calls and presentations to prospective clients; accomplishes and submits a Call Report of all marketing activities/sales calls to the Region Business Head.

· Conducts periodic calls to existing clients to determine their perception of the bank's products and service quality as well as explore opportunities for cross-selling, leveraging, and relationship improvement.

· Provides specific guidelines (i.e., standing instructions) to branch service personnel on the scope of relationships to be established/maintained for every client.

· Formulates and executes strategies to ensure attainment of business volume/budget.

· Screens and evaluates credit worthiness of clients who request for credit accommodations (e.g., credit cards, auto loans, mortgage, business line, and/or bills purchase line); endorses credit applications with complete justification and documentation requirements to the Regional Office for further endorsement/processing.

· Harnesses the resources of all support or of other business units for more efficient client base conversion and deposit generation, as well as to provide clients with meaningful and competitive products and services (i.e., includes sales leads conversion activities, auto loans/credit cards/business line/bank assurance etc. referrals/production).

Operations and Service Quality

· Ensures that customer requests, suggestions, and complaints are immediately and satisfactorily addressed/resolved by concerned personnel and/or units.

· Co-signs instruments and transaction documents which require counter-signatures within policies and defined signing authorities.

· Coordinates with the Branch Manager in ensuring that all branch service and operations personnel are oriented with bank products and services, and are trained on basic selling skills;

encourages them to take advantage of every opportunity to cross –sell and regularly coaches them on how to cross-sell.

· Coordinates with the Branch Manager in ensuring that the branch projects the image of a progressive, efficient, and stable bank that is worthy of patronage through:

· Well-appointed display of Head Office-provided promotional materials on bank products and services; and

· Well-trained, smartly dressed, courteous, and customer service-oriented personnel

· Co-conducts with the Branch Manager regular branch staff meetings for disseminating

information on new products/services, coordination issues between the RM and the service & operations personnel, handling of specific accounts, etc.

Qualification:

• Competence in UBP selling competencies; prospecting and contracting; pre-call planning; customer-focused selling, and relationship management
• Competent knowledge of UBP products and services
• Stays abreast of banking and financial services industry practices

Job Description

Business Generalization

• Plans, organizes, leads and undertakes business generation programs, specifically to increase account base (number of depositors) and total funds portfolio.
• Conducts continuing market survey to pinpoint prospective clients, determines their banking requirements and what the competition is providing them; determines products and services appropriate to client's specific requirements and packages these accordingly to outflank competition.
• Regularly conducts business calls and presentations to prospective clients; accomplishes and submits a Call Report of all marketing activities/sales calls to the Region Business Head.
• Conducts periodic calls to existing clients to determine their perception of the bank's products and service quality as well as explore opportunities for cross-selling, leveraging, and relationship improvement.
• Provides specific guidelines (i.e., standing instructions) to branch service personnel on the scope of relationships to be established/maintained for every client.
• Formulates and executes strategies to ensure attainment of business volume/budget.
• Screens and evaluates credit worthiness of clients who request for credit accommodations (e.g., credit cards, auto loans, mortgage, business line, and/or bills purchase line); endorses credit applications with complete justification and documentation requirements to the Regional Office for further endorsement/processing.
• Harnesses the resources of all support or of other business units for more efficient client base conversion and deposit generation, as well as to provide clients with meaningful and competitive products and services (i.e., includes sales leads conversion activities, auto loans/credit cards/business line/bank assurance etc. referrals/production).

Operations and Service Quality

• Ensures that customer requests, suggestions, and complaints are immediately and satisfactorily addressed/resolved by concerned personnel and/or units.
• Co-signs instruments and transaction documents which require counter-signatures within policies and defined signing authorities.
• Coordinates with the Branch Manager in ensuring that all branch service and operations personnel are oriented with bank products and services, and are trained on basic selling skills; encourages them to take advantage of every opportunity to cross –sell and regularly coaches them on how to cross-sell.
• Coordinates with the Branch Manager in ensuring that the branch projects the image of a progressive, efficient, and stable bank that is worthy of patronage through:
• Well-appointed display of Head Office-provided promotional materials on bank products and services; and
• Well-trained, smartly dressed, courteous, and customer service-oriented personnel
• Co-conducts with the Branch Manager regular branch staff meetings for disseminating information on new products/services, coordination issues between the RM and the service & operations personnel, handling of specific accounts, etc.

Qualification

• Competence in UBP selling competencies; prospecting and contracting; pre-call planning; customer-focused selling, and relationship management
• Competent knowledge of UBP products and services
• Stays abreast of banking and financial services industry practices
• Seniority Level, Mid-Senior level
• Industry: Banking
• Employment Type: Full-time
• Job Functions: Sales, Business Development, Accounting/Auditing
• Interpersonal Skills
• Customer Relationship Management (CRM)
• Proposition
• Communication
• Sales Operations
• Analytical Skills
• Project Management
• Dialog Programs
• Lead Generation

Business Generalization

· Plans, organizes, leads and undertakes business generation programs, specifically to increase account base (number of depositors) and total funds portfolio.

· Conducts continuing market survey to pinpoint prospective clients, determines their banking requirements and what the competition is providing them; determines products and services appropriate to client's specific requirements and packages these accordingly to outflank competition.

· Regularly conducts business calls and presentations to prospective clients; accomplishes and submits a Call Report of all marketing activities/sales calls to the Region Business Head.

· Conducts periodic calls to existing clients to determine their perception of the bank's products and service quality as well as explore opportunities for cross-selling, leveraging, and relationship improvement.

· Provides specific guidelines (i.e., standing instructions) to branch service personnel on the scope of relationships to be established/maintained for every client.

· Formulates and executes strategies to ensure attainment of business volume/budget.

· Screens and evaluates credit worthiness of clients who request for credit accommodations (e.g., credit cards, auto loans, mortgage, business line, and/or bills purchase line); endorses credit applications with complete justification and documentation requirements to the Regional Office for further endorsement/processing.

· Harnesses the resources of all support or of other business units for more efficient client base conversion and deposit generation, as well as to provide clients with meaningful and competitive products and services (i.e., includes sales leads conversion activities, auto loans/credit cards/business line/bank assurance etc. referrals/production).

Operations and Service Quality

· Ensures that customer requests, suggestions, and complaints are immediately and satisfactorily addressed/resolved by concerned personnel and/or units.

· Co-signs instruments and transaction documents which require counter-signatures within policies and defined signing authorities.

· Coordinates with the Branch Manager in ensuring that all branch service and operations personnel are oriented with bank products and services, and are trained on basic selling skills; encourages them to take advantage of every opportunity to cross –sell and regularly coaches them on how to cross-sell.

· Coordinates with the Branch Manager in ensuring that the branch projects the image of a progressive, efficient, and stable bank that is worthy of patronage through:

· Well-appointed display of Head Office-provided promotional materials on bank products and services; and

· Well-trained, smartly dressed, courteous, and customer service-oriented personnel

· Co-conducts with the Branch Manager regular branch staff meetings for disseminating information on new products/services, coordination issues between the RM and the service & operations personnel, handling of specific accounts, etc.

Qualification:

• Competence in UBP selling competencies; prospecting and contracting; pre-call planning; customer-focused selling, and relationship management
• Competent knowledge of UBP products and services
• Stays abreast of banking and financial services industry practices

Business Generalization

· Plans, organizes, leads and undertakes business generation programs, specifically to increase account base (number of depositors) and total funds portfolio.

· Conducts continuing market survey to pinpoint prospective clients, determines their banking requirements and what the competition is providing them; determines products and services appropriate to client's specific requirements and packages these accordingly to outflank competition.

· Regularly conducts business calls and presentations to prospective clients; accomplishes and submits a Call Report of all marketing activities/sales calls to the Region Business Head.

· Conducts periodic calls to existing clients to determine their perception of the bank's products and service quality as well as explore opportunities for cross-selling, leveraging, and relationship improvement.

· Provides specific guidelines (i.e., standing instructions) to branch service personnel on the scope of relationships to be established/maintained for every client.

· Formulates and executes strategies to ensure attainment of business volume/budget.

· Screens and evaluates credit worthiness of clients who request for credit accommodations (e.g., credit cards, auto loans, mortgage, business line, and/or bills purchase line); endorses credit applications with complete justification and documentation requirements to the Regional Office for further endorsement/processing.

· Harnesses the resources of all support or of other business units for more efficient client base conversion and deposit generation, as well as to provide clients with meaningful and competitive products and services (i.e., includes sales leads conversion activities, auto loans/credit cards/business line/bank assurance etc. referrals/production).

Operations and Service Quality

· Ensures that customer requests, suggestions, and complaints are immediately and satisfactorily addressed/resolved by concerned personnel and/or units.

· Co-signs instruments and transaction documents which require counter-signatures within policies and defined signing authorities.

· Coordinates with the Branch Manager in ensuring that all branch service and operations personnel are oriented with bank products and services, and are trained on basic selling skills; encourages them to take advantage of every opportunity to cross –sell and regularly coaches them on how to cross-sell.

· Coordinates with the Branch Manager in ensuring that the branch projects the image of a progressive, efficient, and stable bank that is worthy of patronage through:

· Well-appointed display of Head Office-provided promotional materials on bank products and services; and

· Well-trained, smartly dressed, courteous, and customer service-oriented personnel

· Co-conducts with the Branch Manager regular branch staff meetings for disseminating information on new products/services, coordination issues between the RM and the service & operations personnel, handling of specific accounts, etc.

Qualification:

• Competence in UBP selling competencies; prospecting and contracting; pre-call planning; customer-focused selling, and relationship management
• Competent knowledge of UBP products and services
• Stays abreast of banking and financial services industry practices

Basic Qualifications

• Amenable to start ASAP (On-boarding happens every Tuesday)
• Amenable to work onsite
• Amenable to handle a pioneer account
• Amenable to handle a team for a voice process
• At least 2nd year college finisher with no back subjects
• Experience in handling billing, financial, retail banking and insurance account is an advantage

Education and Experience

• 1 year of previous supervisory experience in a customer service.
• Serve as a Call Center leader who routinely utilizes his/her extensive skills/knowledge gained through previous Call Center experience and training in the Customer Service Career Path Program.
• Preferrable with life insurance account experience.

Accountabilities:

• Mentor co-workers in developing their skills and knowledge; shares information to help them successfully serve the customer on a daily basis.
• Encourage continuous learning by assisting the staff in determining the appropriate solution with questions about claims, benefits, enrollment, billing and administrative items.
• Identify process improvement opportunities and make recommendation to enhance the member's experience or meet company goals.
• Responsible for bringing to closure member and provider issues, which may require researching and written or verbal response.  This may require handling complicated issues and irate members.
• Handle escalated telephone callers and take all steps needed to bring the issue to closure.  Will continue to be responsible to work all shifts, based o business need and Call Center coverage priorities.
• Flexibility on changing shifts is required.

Success Criteria:

Position requires that the employee must routinely demonstrate:

• "Can Do" positive attitude, leadership/mentoring qualities and respect for peers and management.
• Participation in Call Center meetings that will include the sharing of information regarding staff performance and opportunities for improvement and the ability to respect the confidentiality of this information as it is shared in an effort to assist the Team Facilitator in their coaching and mentoring role.
• Customer focus both internally and externally with patience and team spirit.
• Accountability and ownership for customer issues/problems.
• Exceptional quality skills

• Composure
• Customer Focus/Communication
• Dependability/Adaptability

Be part of the dynamic branch lending team as an Account Officer in either North Luzon Region (Kalookan-based), South Luzon Region (Cubao-based) or VisMin Region (Cebu-based). As an Account Officer you will take ownership in soliciting and generating new middle market accounts to build up the loan portfolio of the team as well as grow existing accounts.

Job Requirements:

• At least 3 to 5 years banking experience in sales and marketing, credit and lending, portfolio and account management
• With proven track record in account acquisition and maintenance
• With own client/account portfolio
• Good program lending function exposure and working knowledge in CTS Financing are plus factors
• Fluency in Fookien is an advantage

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