BSBA Economics
Universidad De Manila
N/a
Universidad De Manila
- Conduct KYC processes for onboarding and existing clients.
- Review account opening documents and determine client entity type, nature of business, source of funds, performs sanction screening.
- Interview clients on their financial needs, offers appropriate products or services and secure requirements from the client for the opening of account.
- Processing Opening of New Account ( Savings, Current and Time Deposit for both Individual and Corporate Clients).
- Perform processing of payments & remittances such as Telegraphic Transfer, PDDTS, RTGS, EPCS.
- Attends customer inquiries, requests and suggestions. Making sure that these are immediately addressed/resolved to the clients satisfaction, refers/elevates concerns to the supervising officer for appropriate action if necessary.
- Accepts deposit and bills payments/collections in favor of beneficiaries of collection arrangement.
- Pays encashment of checks and withdrawals within authorized limits, and secure officers approval if beyond authorized limit.
- Verifies the technicalities of the checks deposited or in-cashed and ensure accuracy and genuineness of cash received or paid within authorized limit.
- Established identity of person/s making withdrawals or encashment and requires client to sign to the acknowledgent portion of withdrawal slip.
- Prepares agendas and schedule meetings of Branch Managers with the Area Head
- Answers and transfers phone calls when necessary. Read emails and memos.
- Maintains filing and records of Area Office organized.
- Tracking of Attendance/leaves of branches personnel.
- Prepares forms and reports submitted regularly to Region Office.
- Perform other function that may be assigned from time to time.
Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.
Search the Internet for information on a wide variety of topics.
Promote companies' products and services by developing copy for websites, social media, marketing materials.