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Customer Advisor – New Accounts Officer

Security Bank · Cebu

Onsite 🇬🇧 English

Job description

About the role

The Customer Advisor – New Accounts Officer will support the growth of Security Bank in Cebu by cross‑selling bank products and services and managing a portfolio of new accounts. Working on‑site at the branch, the advisor will interact directly with customers to understand their needs and recommend appropriate financial solutions.

Key responsibilities

  • Cross‑sell a range of bank products and services to existing and prospective customers.
  • Manage an account portfolio to achieve defined sales targets.
  • Maintain accurate records of customer interactions and sales activities.
  • Report regularly on sales performance and portfolio status.
  • Collaborate with branch staff to ensure smooth account opening and compliance with bank policies.

Required profile

  • Interest in retail banking and sales.

Required skills

  • Not specified in the posting.

What we offer

  • Opportunity to develop a career in a leading Philippine bank.

Questions fréquentes

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Published 2 months ago

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Security Bank

Cebu