Customer Service Associate (CSA)

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Biñan

General Duties and Responsibilities

We are looking for a Customer Service Associate who will provide professional, efficient, and customer- focused service to our clients. The position will primarily handle account opening and maintenance, customer inquiries, documentation, and other authorized branch transactions while ensuring accuracy and compliance with Bank policies and applicable regulations.

Specific Duties and Responsibilities

Assist customers with account opening, maintenance, and related branch services.
Verify customer information and required documents and ensure accurate system encoding and recordkeeping.
Provide clear and accurate information on the Bank’s products, services, requirements, and procedures.
Handle customer requests and concerns professionally and refer or escalate matters when necessary.
Perform required KYC and AML/CFT procedures and promptly report covered transactions and/or suspicious transactions.
Process authorized transactions in accordance with established procedures and internal controls.
Assist in the preliminary checking of loan and other product applications and endorse complete applications to the appropriate unit.
Provide branch and teller support when authorized and required.
Protect customer information and maintain confidentiality at all times.
Comply with Bank policies, procedures, internal controls, consumer protection, data privacy, and applicable regulatory requirements.
Participate in required training and perform other related duties as assigned.

Job Qualifications

Bachelor’s degree in Business Administration, Finance, Accounting, Management, or a related field.
Preferably with at least one (1) year of experience in banking, financial services, customer service, or branch operations.
Fresh graduates may be considered.
Good communication and interpersonal skills.
Strong attention to detail and accuracy.
Customer-oriented, professional, and trustworthy.
Able to handle confidential information with discretion.
Basic knowledge of banking operations, KYC, AML/CFT, and internal controls is an advantage.

What We Look For

We value individuals who are customer-focused, dependable, detail-oriented, accountable, and committed to doing things right. The successful candidate should be comfortable working in a fast-paced branch environment and committed to providing a positive customer experience while maintaining the Bank’s standards and controls.

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I hereby consent to the collection, use, and processing of my personal data in accordance with the Bank’s Privacy Policy and applicable laws and regulations. I understand that my information may be used to respond to my inquiry, evaluate my application for employment, and provide relevant banking products and services, as applicable. I confirm that I have read and understood the Bank’s Privacy Policy, which is available here: https://usbi.com.ph/data-privacy-statement/.

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