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About The Role
The Branch Relationship Officer is responsible for the day-to-day servicing of high-value Existing-to-Bank clients. Primarily stationed at a designated branch, the role oversees selected Business Banking and Commercial Banking accounts within the branch, while also extending support to accounts from other branches as needed. While not directly responsible for new client acquisition, the position focuses on strengthening existing client relationships, conducting portfolio reviews, and supporting initiatives to grow wallet share and deepen engagement.
How you'll contribute
Manage day-to-day servicing of assigned client portfolio, ensuring timely handling of inquiries, requests, and transactions
Build rapport with corporate clients to strengthen relationships, deepen engagement, and ensure consistent service delivery
Support Business Managers in developing and executing account strategies to drive portfolio growth
Proactively identify cross-selling opportunities from existing accounts in the assigned portfolio and recommend suitable product solutions
Deliver tailored-fit financial planning and advisory solutions aligned with client goals and risk appetite
What we're looking for
Graduate of Bachelor's degree in Business Studies or any related field (Administration, Management, Commerce, Economics, Finance, Accountancy, Banking, Marketing)
Preferably with 2 - 4 years of experience in branch/business banking, corporate servicing, or financial advisory roles
Proficient in conducting complex financial planning and tailored advisory for business clients
Strong client servicing skills with ability to build and maintain professional relationships
Solid understanding of credit processes, portfolio monitoring, and risk management
Analytical and detail-oriented, capable of preparing financial analyses and reports
Experience as a New Accounts Officer, Sales Officer, or Relationship Manager will be an advantage
About Security Bank
Security Bank is one of the Philippines best capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking.
We're recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.
Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes World's Best Employers 2023 list.
At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): YOU matter.
Start your BetterBanking career with us today.
Job ID: 144496855