6,236 Customer Advisor jobs in the Philippines

The Role

As a
Customer Advisor - New Accounts
, 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

• 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

What we're looking for

• 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

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.

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 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 will contribute

•Identifies customer's needs, maintains and nurtures 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 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

What we're looking for

•Graduate of any Bachelor's Degree course

•With at least 1-year of branch banking experience 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

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.

The Role

As a
Customer Advisor - New Accounts
, 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

• 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

What we're looking for

• 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

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.

The Role

As a
Customer Advisor - New Accounts
, 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

• 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

What we're looking for

• 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

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.

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.

With the Company's focus on homegrown leadership, the Customer Advisor position performs a wide variety of functions including sales, merchandising, inventory control, cashiering and other operational tasks. The position is designed to expose the incumbent to all areas of retail operations as preparation to more challenging tasks that may be required should the incumbent qualify for Customer Advisor 2.

Essential Duties and Responsibilities

Customer Focus

• Work towards meeting and exceeding customers' expectations; seeks guidance and assistance from seniors whenever needed.
• Strive to understand a customer's health condition, lifestyle, habits and requirements; and ensure that the customer's health remains the focus when answering queries and/ or providing product information and benefits.
• Ensure that ALL customers are treated with respect, and complaints and/ or inquiries are handled with the highest level of professionalism making certain that only necessary information are disclosed.
• Document and forward to Store Exec the product feedback and service experience given by customers.
• Offer to assist the customer in navigating the Online Shop

Sales Achievement

• Achieve monthly sales target both total and per category through various efforts including telesales, upselling and/ or cross-selling.
• Utilize sales strategies and all marketing efforts.
• Ensure that product inquiries are handled effectively.
• Efficiently handle the sales process and ensure that sales transactions are processed observing all standards especially those that relate to cashiering and POS are strictly observed.
• Encourage customers to sign up for the membership program.

Product Knowledge

• Learn the products by reading relevant materials available in the store, Telegram app and through self-study.
• Attend product training sessions, and complete all product-related examinations.
• Engage in knowledge-sharing with co-employees.
• Provide at least basic information about the products of each category.
• Provide product expertise at least in one category.

Inventory Management and Control

• Ensure that shelves and gondolas are well-stocked and in accordance with the merchandising standards; perform product facing; monitor and update shelf-tags
• Check product expiry and timely report any form of damages.
• Ensure that nearly expiring products are pulled out from the shelves.
• Participate in inventory count.
• Ensure that inventory variances are accurately documented and reported for appropriate action by the Store Exec.
• Receive and check stock delivery; ensure that documents reconcile with actual products delivered.
• Coordinate with other stores on product requests.

Standard Operating Procedures

• Observe all work standards, rules & regulations including adherence to all applicable health and safety protocols.
• Ensure that all areas are kept clean maintaining the "premium look" of the store.
• Be aware of shoplifters at all times, and immediately report to the Store Exec any irregularity observed in the store.

Others

• Perform other operational tasks that may be assigned by the Store Exec.
• Participate in all improvement and engagement programs and initiatives implemented in the store.

OTHER REQUIREMENTS:

• OPEN TO ALL FRESH GRADUATES
• Must be willing to work 6 days a week (Mall Hours)

Job Type: Full-time

Pay: Php20, Php22,000.00 per month

Work Location: In person

The Role

As a
Customer Advisor - New Accounts
, 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

• 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

What we're looking for

• 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

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.

Job Responsibilities:

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.

With the Company's focus on homegrown leadership, the Customer Advisor position performs a wide variety of functions including sales, merchandising, inventory control, cashiering and other operational tasks. The position is designed to expose the incumbent to all areas of retail operations as preparation to more challenging tasks that may be required should the incumbent qualify for Customer Advisor 2.

Essential Duties and Responsibilities

Customer Focus

• Work towards meeting and exceeding customers' expectations; seeks guidance and assistance from seniors whenever needed.
• Strive to understand a customer's health condition, lifestyle, habits and requirements; and ensure that the customer's health remains the focus when answering queries and/ or providing product information and benefits.
• Ensure that ALL customers are treated with respect, and complaints and/ or inquiries are handled with the highest level of professionalism making certain that only necessary information are disclosed.
• Document and forward to Store Exec the product feedback and service experience given by customers.
• Offer to assist the customer in navigating the Online Shop

Sales Achievement

• Achieve monthly sales target both total and per category through various efforts including telesales, upselling and/ or cross-selling.
• Utilize sales strategies and all marketing efforts.
• Ensure that product inquiries are handled effectively.
• Efficiently handle the sales process and ensure that sales transactions are processed observing all standards especially those that relate to cashiering and POS are strictly observed.
• Encourage customers to sign up for the membership program.

Product Knowledge

• Learn the products by reading relevant materials available in the store, Telegram app and through self-study.
• Attend product training sessions, and complete all product-related examinations.
• Engage in knowledge-sharing with co-employees.
• Provide at least basic information about the products of each category.
• Provide product expertise at least in one category.

Inventory Management and Control

• Ensure that shelves and gondolas are well-stocked and in accordance with the merchandising standards; perform product facing; monitor and update shelf-tags
• Check product expiry and timely report any form of damages.
• Ensure that nearly expiring products are pulled out from the shelves.
• Participate in inventory count.
• Ensure that inventory variances are accurately documented and reported for appropriate action by the Store Exec.
• Receive and check stock delivery; ensure that documents reconcile with actual products delivered.
• Coordinate with other stores on product requests.

Standard Operating Procedures

• Observe all work standards, rules & regulations including adherence to all applicable health and safety protocols.
• Ensure that all areas are kept clean maintaining the "premium look" of the store.
• Be aware of shoplifters at all times, and immediately report to the Store Exec any irregularity observed in the store.

Others

• Perform other operational tasks that may be assigned by the Store Exec.
• Participate in all improvement and engagement programs and initiatives implemented in the store.

OTHER REQUIREMENTS:

• OPEN TO ALL FRESH GRADUATES
• Must be willing to work 6 days a week (Mall Hours)
• Store Locations: North - Quezon City, Manila, San Juan, Mandaluyong, Pasig, Marikina South - Pasay, Manila, Alabang, Laguna

For interested candidates, you may send your CV on:

Job Types: Full-time, Fresh graduate

Pay: Php20, Php22,000.00 per month

Work Location: In person

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

• 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

What we're looking for

• 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

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

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 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

• 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

What we're looking for

• 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

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.