Client Relations Officer

Date:  Nov 12, 2026
Location: 

San Juan City, National Capital Region, PH

Business Unit:  Human Resources Group
Department: 

The Branch Client Relations Officer (CRO) is responsible for the daily lobby management operations and serves as a key support to the Branch Head in driving business growth through active marketing, cross-selling, and upselling of the Bank’s and its affiliates’ products and services, including deposit accounts, loans, credit cards, and bancassurance solutions. The role involves identifying client needs, generating sales leads, and promoting appropriate banking and insurance products to enhance client relationships and contribute to the branch’s overall sales targets.

 

Key Responsibilities

 

  • Provide customer service to the clients of the Bank by actively volunteering assistance
  • Manage lobby traffic in the branch and directing / educating clients to use alternative electronic channels (i.e. the branch's digital machines)
  • Approve and override transactions
  • Ensure compliance to the Bank's Policies, procedures and Requirements

 

Qualifications

 

  • Bachelor's degree holder
  • With at least 5 years branch banking experience as an officer
  • Proficiency in computer and business applications
  • Has effective oral and written communications skills
  • Available vacancies for Greenhills, Manila, Makati and Quezon City areas

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration  of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.                                                                                                                       Requisition ID: 28523