Group Company: BANK OF THE PHILIPPINE ISLANDS
Designation: CUSTOMER SALES AND SERVICE ASSOCIATE
Office Location: Urdaneta (BRANCH), Dagupan (BRANCH), San Carlos (BRANCH), Mangaldan (BRANCH), Alaminos (BRANCH), Calasiao (BRANCH), Rosales (BRANCH)
Position description: The Customer Sales and Service Associate (CSSA) handles both financial and non-financial customer transactions, such as: deposits, withdrawals, check payments, bills payments, fund transfers, account opening, file maintenance and other auxiliary services. The CSSA is also tasked to offer and cross-sell bank products and services to customers.
Primary Responsibilities
- 1. Transaction Processing – Provides fast and accurate delivery of banking transactions and services 1.1. Processes over-the-counter transactions, such as: cash and check deposits, withdrawals, encashment/check payments, bills payments and miscellaneous/sundry transactions 1.2. Processes auxiliary transactions such as but not limited to: foreign exchange, sale of manager’s check and demand draft, remittance, bills purchase,



debit card and checkbook requests, bank certification and bank statement requests, check-free enrollment, stop payment order, etc 1.3. Maintains working supply of cash within the prescribed limit and accountable forms 1.4. Performs end-of-day balancing of own transactions including issued accountable forms 1.5. Processes opening of accounts and ensures only one customer RM record is used 1.6. Conducts KYC (Know Your Customer); Explains clearly the terms and conditions to customers 1.7. Ensures all KYC and transaction documents are complete, scanned and properly safe kept/ filed; Scans signature cards, transaction documents, etc. and prepares KYC documents for sending to scanning center 1.8. Proactively asks clients to update their customer contact information and/or bank records, as applicable 1.9. Handles request for amendments/updating of customer's bank records 1.10. Secures proper approval for transactions beyond a

📌 BANK TELLER (San Carlos)
🏢 Bank of the Philippine Islands (BPI)
📍 San Carlos