Retail Sales Service Officer - RCBC Trust Corporation
Retail Sales Service Officer - RCBC Trust Corporation
RCBC BankardEarly Applicant
- Posted 13 days ago
- Be among the first 10 applicants
Job Description
Job Summary
- Supports the Trust Retail Sales Division's sales activities. Responsible for the complete
- documentation, opening and, processing of transactions, and retail accounts servicing.
- Responsible for the efficient and accurate processing and servicing of transactions for
- Investment Management Accounts and UITFs coursed directly through RCBC Trust Corporation (RTC)
- Assists Trust Sales Officers in processing account opening requirements for Investment
- Management accounts and UITFs and acts as back-up in their absence, and also in preparing, updating, and sending proposals to prospective clients.
- Prepares regular MIS reports to reflect the production of cross-selling partners.
- Bachelor's degree in any business-related course.
- Trust experience and completed the Trust Certification Course preferred;
- With training on KYC/AMLA requirements
- Good oral and written communication skills, sales oriented, pleasing personality.
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