Customer Relations Assistant (San Fernando-Sindalan)
- Philippines
- On-site
- Entry Level
- Posted
Responsibilities
- Customer Relations Assistant (CRA), you’ll help clients open and close accounts, guide them through savings and investment products, and ensure all documentation and procedures are properly completed.
- Handle day-to-day financial transactions with accuracy and professionalism
- Open and close accounts while ensuring compliance with standard operating procedures
Provide clear guidance on savings and investment products
- Deliver excellent customer service and build strong client relationships
- You grow into a trusted representative of the bank
Requirements
- Accounts are opened and closed smoothly with complete documentation
- You demonstrate strong communication skills and a customer-first mindset
- Bachelor’s/College Degree in Finance, Accountancy, Banking, Business Administration, Management, or equivalent Fresh graduates are encouraged to apply
- Strong communication and interpersonal skills
- Willingness to report onsite
Benefits
A supportive environment that values learning and growth
- Hands-on training to help you succeed in your role
- Opportunities to build a career in banking and financial services
- A culture that prioritizes teamwork, integrity, and client satisfaction
What Success Looks Like
- Clients leave the branch feeling valued and supported
- Transactions are processed efficiently and error-free
Amenable to work in
San Fernando-Sindalan Branch.