Customer Sales Officer
Location
makati, metro manila
Job Type
Full-time
Category
Sales
Posted
June 11, 2026
Responsibilities:
- Assist clients in opening new deposit accounts (savings, checking, time deposits, etc.).
- Verify and validate account opening documents in compliance with KYC and AML regulations.
- Accurately encode customer information into the bank’s system.
- Explain account features, benefits, and requirements to clients.
- Handle customer inquiries, requests, and concerns in a professional and timely manner.
- Promote and cross-sell other bank products and services when appropriate.
- Ensure accuracy and completeness of daily transactions and reports.
- Maintain confidentiality of customer information at all times.
- Bachelor’s Degree in Business Administration, Banking and Finance, Accounting, or any related course.
- Preferably with experience in bank operations, particularly in handling new account openings
- Strong understanding of basic banking procedures and customer servic...