Branch Ambassador

Company: Union Bank of the Philippines

Location: New Port City

Position: Junior Branch Ambassador

Job Summary: The Junior Branch Ambassador advocates and promotes the use of digital banking channels, self-service machines, and other digital initiatives to enhance customer experience. Responsible for deposit account servicing and transaction processing while creating positive client interactions that foster loyalty and generate referrals for the bank.

Duties And Responsibilities

• Digital Engagement
• Advocates the UBOnline App, The Portal, SME Business Banking App and Digital Transaction Portal.
• Executes maximum utilization of online banking, self-service machines and other digital channels during customer interactions and events.
• Customer Engagement
• Delivers excellent customer service at every customer interaction.
• Properly addresses all customer feedback and concerns within standard turnaround time to maintain a positive over-all banking experience.
• Customer Experience
• Projects the image of a professional and efficient bank through one's smart physical appearance and courteous, efficient, competent, problem-free, timely and personalized servicing of client's transactions.
• Keeps him/herself thoroughly familiar with the bank's existing and new products and services.
• Explores and takes advantage of every opportunity to Cross sells banks products by informing clients and answering their inquiries, assisting in elevating other queries if necessary to ascertain client expectations and needed information is replied with.
• Endorses prospective clients to RMs for client calls.
• Operations Efficiency and Service Quality
• Ensures that all transactions are processed, recorded accurately and balanced as compared with the totals and reports generated in the banks system and required reports are accomplished accurately and submitted within the specified deadlines.
• Discloses inconsistency in transactions and cash handling including observations in the workplace to immediate supervisor that may affect banks day to day operations and is not in compliance with the banks policies and procedures and code of conduct
• During contingencies, the Junior Ambassador is expected to participate and to perform function needed in the implementation of Business Continuity Plans (BCP) as a reliver/ alternate when needed.
• Complies with the bank operations and security procedures by participating in joint custody and dual functions and managing client traffic in queue
• Maintains customer confidence and protects its records by keeping it confidential RA 1405
• Monitors compliance with the KPI’s set for the job
• Adheres to contributing to meet branch opex target
• Performs other duties related to his functions which may be required of him / her, as necessary.
• Platform Functions
• Assists the Sales Service Officer/Ambassador in processing accounts by assisting clients in filling up necessary information to comply with the documentary deficiencies and requirements needed to complete the bank documents.
• Ensures that bank fees and charges are accurately charged and booked
• Ensures that transactions are accurately processed and called back by comparing data handed over by the client as compared with the bank’s records before processing and transaction reversals are properly documented and approved
• Ensures that reports are accurate and an approval is sought for the reporting of Abstracts of Collections (including BIR and Phil health), with required supporting documents for sending to appropriate unit within the cut off period.
• Ensures proper upkeep of assigned work area and equipment and reports necessary items that needs attention to the branch officers for necessary action and elevation.
• Acts as alternate of branch officers for Vault combinations and key custodians.
• Observes prompt attendance requirements at work all the time.
• Performs other duties that maybe required of him / her.
• Employee Engagement
• Fosters teamwork and camaraderie, participates, and cooperates in all bank’s activities and maintains a good workplace culture.
  

Required Skills: Accountability, Adaptability, Analytical, Good Communication Skills, Critical thinking, Teamwork, Willingness to learn