Customer Service Associate

Job Summary:

The Customer Service Associate – New Accounts / Teller is responsible for generating business for the Bank by providing excellent customer service and efficient processing of client’s transactions in the areas of new accounts, tellering and special services.

DUTIES AND RESPONSIBILITIES

1. Perform proper New Account’s start and end of day activities subject to prescribed policies and procedures.
2. Provide information on Bank products and services to clients.
3. Process applications for opening of new accounts (Savings Account, Current Account, ATM and/or Term deposits) subject to presentation and submission of required documentary requirements as prescribed in the policies and procedures manuals.
4. Check validity of information on all source documents e.g., account name, account numbers etc.
5. Process new/renewal/roll-over/termination/pre-termination of Term Deposits in accordance with the Bank’s procedures.
6. Attend to all service requests of clients and other Head Office units such as, but not limited to, Bank certifications, ATM cards, MC issuance, check book re-orders, replacement of filled passbooks, loan payment debiting etc.
7. File and manage bank records of account opening documents, signature cards and other client records, and observe proper record keeping.
8. Prepare and release bank statements and returned checks to clients.
9. Ensure adequacy of accountable and non/accountable forms for branch use.
10. Prepare daily / monthly balancing and summary of working / inventory supply of Accountable forms and other branch supplies.
11. Responsible in scanning and uploading of all account opening and KYC documents in Webloan and Network Attached Storage Server (NASSVR).

1. Perform proper Teller’s start and end-of-day activities subject to prescribed policies and procedures.
2. Process over-the-counter monetary transactions – deposits, withdrawals, encashment, loan payments, miscellaneous transactions, etc.
3. Signature verify/approve cash withdrawals and encashment within the designated authority limit.
4. Observe proper balancing of transactions and turn-over of cash and other items to the BOO/BSO/vault custodian according to required procedures.

1. Prepare and ensure timely submission of assigned internal and regulatory reportorial requirements.
2. Act as alternate / joint/dual custodian as specified in the policy manual.
3. Ensure prompt and courteous servicing of client inquiries, request, complaints and transactions.
4. Maintain a clean and orderly workstation at all times.
5. Perform other tasks that may be assigned by superiors from time to time.
6. Perform duties and responsibilities required under the latest manual of operations pertaining to the position.

• Education : Graduate of any 4-year degree Business related course.
• Experience: No work experience required; Fresh graduates are welcome to apply
• Can start ASAP and amenable to work at Main Branch (Mandaluyong)