Customer Sales Officer

Top Bank Philippines

₨104-182K[Monthly]
On-site - Makati1-3 Yrs ExpBachelorFull-time
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Job Description

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 service standards.
  • Excellent communication and interpersonal skills.
  • High attention to detail and accuracy in handling documents and transactions.
  • Ability to multitask and work efficiently under pressure.
  • Trustworthy, customer-oriented, and maintains confidentiality at all times.
  • Proficient in Microsoft Office applications (Word, Excel, Outlook).
KYCrisk managementcomplianceBank TransactionsRecords Maintenance
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Joshua Emmanuel Carreon

HR GeneralistTop Bank Philippines

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Working Location

8860 Lumiere Building, Sampaloc Street, San Antonio Village, , Makati, METRO MANILA, PH

Posted on 06 October 2025

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