What Jobs are available for Banking in the Philippines?

JOIN OUR TEAM IF YOU ARE…

Self-driven and pro-active with a curious mind and strong initiative to solve problems. You get the job done and understand service excellence. You are highly organized, detail-oriented, data driven, and passionate. You build strong partnerships with team members, external customers, and stakeholders.

The Employee's responsibilities include, but are not limited to:

• Handling transactions and maintain proper documentation including processing payments, invoices, and expenses, ensuring that they are accurately recorded and categorized.
• Maintaining a systematic recordkeeping system, organizing financial documents and filing appropriately.
• Preparing and communicating daily banking activity reports.
• Investigating and resolving discrepancies with cash transactions.
• Documenting daily cash transactions.
• Paying close attention to numerical data and detect discrepancies.
• Perform ad hoc duties that may be assigned from time to time. Perform general accounting processes such as but not limited to: AP, AR, GL, bank reconciliation, monthly closing of books, etc. ensuring accurate recording and timely reporting.
• Work directly with operational personnel, understand client processes, and propose process improvements as applicable.
• Strict adherence to the team calendar of deliverables and workflow.
• Promote a culture that cultivates a thirst for growth and excellence while maintaining a healthy work-life balance.

EDUCATIONAL REQUIREMENTS

A graduate of Bachelor's Degree in Finance, Accountancy, or related field.

EXPERIENCE REQUIREMENTS

Minimum of atleast two (2) years experience in Accounting, preferably in Accounting and/or Audit Firm.

With background in customer/client handling is preferred.

SKILLS AND COMPETENCIES

· Keen interest with dealing with numbers and data sets

· Excellent verbal and written English communication skills

· Highly skilled with Microsoft applications (advanced Excel skills preferred)

· Pro-active, detailed, and results oriented

· Effective organizational skills and time management

· Ability to work under pressure with minimal supervision while delivering high quality results in a fast-paced environment

Looking to grow your career in banking? Build your future with us Apply now as a Phone Banker.

Location: Uptown Bonifacio, Taguig

Qualifications:

• Must be willing to work onsite and in a environment that requires to 100% phone based customer interaction.
• Proficiency with basic computer functions including mouse and keyboard usage, launching applications, conducting searches on the internet and maneuvering in a window based environment strongly preferred.
• Fresh Graduates/College Graduates in any field are accepted with or without BPO experience
• HS GRAD or Completed at least 2 years in college or Highschool Graduates with 1-2 years customer interfacing work experience
• Completed a 2 year vocational course/certificate course with 1-2 years customer interfacing work experience
• Good to Excellent English communication skills
• Exceptional customer service orientation
• Willing to work on shifting schedule

Benefits:

• Up to 21k basic + 4,800 Non Taxable Allowance
• HMO upon joining the company (plus free 3 dependents)
• Retirement Plan after 5 years of stay in the company
• Life Insurance on day 1
• Internal Promotion
• Annual Increase (Performance based)
• 15% Night Differential

Job Types: Full-time, Permanent, Fresh graduate

Pay: Up to Php25,000.00 per month

Benefits:

• Company events
• Health insurance
• Life insurance
• Opportunities for promotion
• Pay raise

Work Location: In person

Be part of a trusted financial institution We're hiring Phone Bankers dedicated to providing quality customer service.

Location: Uptown Bonifacio, Taguig

Qualifications:

• Must be willing to work onsite and in a environment that requires to 100% phone based customer interaction.
• Proficiency with basic computer functions including mouse and keyboard usage, launching applications, conducting searches on the internet and maneuvering in a window based environment strongly preferred.
• Fresh Graduates/College Graduates in any field are accepted with or without BPO experience
• HS GRAD or Completed at least 2 years in college or Highschool Graduates with 1-2 years customer interfacing work experience
• Completed a 2 year vocational course/certificate course with 1-2 years customer interfacing work experience
• Good to Excellent English communication skills
• Exceptional customer service orientation
• Willing to work on shifting schedule

Benefits:

• Up to 21k basic + 4,800 Non Taxable Allowance
• HMO upon joining the company (plus free 3 dependents)
• Retirement Plan after 5 years of stay in the company
• Life Insurance on day 1
• Internal Promotion
• Annual Increase (Performance based)
• 15% Night Differential

Job Types: Full-time, Permanent, Fresh graduate

Pay: Up to Php25,000.00 per month

Benefits:

• Company events
• Health insurance
• Life insurance
• Opportunities for promotion
• Pay raise

Language:

• English (Required)

Work Location: In person

We are mass hiring for Call Center Agents - Finance Account as prior in our Metro Manila sites

Sapient is URGENTLY HIRING APPLY TODAY AND GET HIRED IMMEDIATELY

Responsibilities:

• Resolve customer inquiries, concerns, or complaints effectively and escalate issues when necessary to ensure swift resolution.
• Update and maintain accurate records of customer interactions, transactions, and order details in the system.
• Stay updated on company policies, procedures, and services to provide accurate information to customers
• Contribute to a positive and collaborative team environment.

Qualifications:

• With good communication skills
• At least conversant in the English language
• Computer Literate
• Excellent problem-solving and decision-making abilities
• Ability to thrive in a fast-paced and dynamic environment

Our Awesome Benefits:

• Fix weekends Off
• Competitive Salary
• Monthly Commissions
• Pioneer, Non-voice, and Easy Accounts Available
• HMO with 2 FREE Dependents from Day 1
• Free Coffee and Biscuits at the office
• Paid leaves, OT & holiday pay
• Government-mandated benefits & 13th-month pay
• Fast-Track Career Growth for top performers
• Retirement/Life Insurance for Qualified Staff
• Incentives and Signing Bonuses and other Premium Benefits for you to enjoy.

THIS IS FOR AN ONSITE WORK SET UP ONLY

BE PART OF A GROWING TEAM AND ENJOY WORK-LIFE BALANCE

Give us a ring, and let's talk about how we can help you. Apply now and receive a quick response within a day

Job Types: Full-time, Permanent, Fresh graduate

Pay: Php17, Php25,000.00 per month

Benefits:

• Additional leave
• Company events
• Employee discount
• Health insurance
• Paid training

Work Location: In person

In this role, you will:

• Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
• Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems
• Regularly receive direction from supervisor and escalate questions and issues to more senior employees
• Interact with team on basic information, plus internal or external customers

Desired Qualifications:

• 6+ months of experience in banking and financial services or equivalent is preferred but not required
• Successful completion of at least two years of college education in any field of study, at either the undergraduate or graduate level.

Job Expectations:

• Must be amenable to working in shifting schedules, including graveyard shifts, weekends, and holidays.
• Must be open to split rest days or non-consecutive days off.
• Must be amenable to onsite work; office is located in McKinley, Taguig City.
• Must be willing to support a pure voice process and take inbound and/or outbound calls.
• Must be able to attend full duration of required training period
• Ability to work additional hours as needed

This position is primarily responsible for collection / pick-up of deposits covered by deposit pick-up arrangements.

Qualifications:

• Candidate must possess at least a Bachelor's degree / College degree, any field.

• Business-related courses would be an advantage but not required.

• Must be physically fit, hardworking, honest, can work under pressure and with less supervision.

• Must be computer literate preferably with knowledge on accounting entries.

• Must be willing to render extended working hours or to work on weekends.

We're growing and we want YOU to be part of our Customer Service Representative team in Metro Manila

Experience a one-day hiring process and salary offer up to 25K plus monthly commissions

Your Day-to-Day:

Handle customer inquiries, provide solutions, and resolve issues across various channels.

Offer accurate information about products, services, and company policies.

Process orders, returns, and account updates efficiently.

Maintain high standards of customer service and satisfaction.

Meet performance targets for productivity, quality, and customer satisfaction.

Document interactions and transactions accurately.

Qualifications:

High school diploma or equivalent required; customer facing work experience is a plus.

No prior customer service experience necessary—we provide comprehensive training

Strong communication and interpersonal skills.

Attention to detail and effective problem-solving abilities.

Ability to work in a fast-paced environment and adapt to changing customer needs.

Proficiency with customer service tools and systems is a plus but not required.

Why You Should Apply:

Competitive Salary (up to 25K)

Monthly Commissions

Fast-Track Career Growth for top performers

HMO with 2 FREE Dependents from Day 1

Free Coffee and Biscuits at the office (because work should be enjoyable)

Pioneer Accounts (including Non-voice and Easy Accounts)

Incentives, Signing Bonuses, and More Premium Perks

Flexible Shifts (Day, Mid, and Night)

Life Insurance & Retirement Plan for qualified team members

Work-life balance is real here. Join a team that values growth, fun, and making a difference. Whether you're new to customer service or looking to elevate your career, we have a place for you

Ready to take your career to the next level? Let's chat about how you can grow with us—apply today

Job Type: Full-time

Pay: Up to Php25,000.00 per month

Benefits:

• Additional leave
• Free parking
• On-site parking
• Paid training
• Pay raise

Work Location: In person

We're growing and we want YOU to be part of our Customer Service Representative team in Metro Manila

Experience a one-day hiring process and salary offer up to 25K plus monthly commissions

Your Day-to-Day:

Handle customer inquiries, provide solutions, and resolve issues across various channels.

Offer accurate information about products, services, and company policies.

Process orders, returns, and account updates efficiently.

Maintain high standards of customer service and satisfaction.

Meet performance targets for productivity, quality, and customer satisfaction.

Document interactions and transactions accurately.

Qualifications:

High school diploma or equivalent required; customer facing work experience is a plus.

No prior customer service experience necessary—we provide comprehensive training

Strong communication and interpersonal skills.

Attention to detail and effective problem-solving abilities.

Ability to work in a fast-paced environment and adapt to changing customer needs.

Proficiency with customer service tools and systems is a plus but not required.

Why You Should Apply:

Competitive Salary (up to 25K)

Monthly Commissions

Fast-Track Career Growth for top performers

HMO with 2 FREE Dependents from Day 1

Free Coffee and Biscuits at the office (because work should be enjoyable)

Pioneer Accounts (including Non-voice and Easy Accounts)

Incentives, Signing Bonuses, and More Premium Perks

Flexible Shifts (Day, Mid, and Night)

Life Insurance & Retirement Plan for qualified team members

Work-life balance is real here. Join a team that values growth, fun, and making a difference. Whether you're new to customer service or looking to elevate your career, we have a place for you

Ready to take your career to the next level? Let's chat about how you can grow with us—apply today

Job Type: Full-time

Pay: Up to Php25,000.00 per month

Benefits:

• Additional leave
• Free parking
• On-site parking
• Paid training
• Pay raise

Work Location: In person

The Trust Banking & Institutional Sales Manager is responsible for managing and expanding relationships with institutional clients, including pension funds, insurance companies, asset managers, corporations, foundations, and government entities. This role focuses on promoting trust and fiduciary services, investment solutions, and other institutional banking products. The incumbent will drive business development, relationship management, and client service excellence to achieve revenue and growth targets.

*Also open to candidates based in Pampanga

Client Relationship Management

• Serve as the primary point of contact for institutional and trust clients, providing expert advice on fiduciary, custody, and investment products.
• Build and maintain long-term relationships with institutional investors, ensuring their financial and trust-related needs are met effectively.
• Conduct regular portfolio and relationship reviews to ensure client satisfaction and identify new opportunities.

Business Development & Sales

• Develop and execute strategic sales plans to grow the bank's trust and institutional business.
• Identify, target, and onboard new institutional clients through direct prospecting, referrals, and strategic partnerships.
• Cross-sell a broad range of trust and banking services, including asset management, custody, escrow, and pension administration solutions.
• Collaborate with internal teams to develop customized solutions that address client objectives.

Product & Market Expertise

• Maintain in-depth knowledge of trust structures, custody operations, investment products, and institutional banking services.
• Keep abreast of market trends, regulatory developments, and competitor activities to identify opportunities and risks.
• Provide feedback to product development teams to enhance or create new trust and institutional offerings.

Risk & Compliance Management

• Ensure all client activities and documentation comply with regulatory standards, internal policies, and fiduciary obligations.
• Support the onboarding and due diligence process for institutional clients, including KYC, AML, and compliance reviews.
• Monitor account activity and ensure adherence to operational and risk management controls.

Collaboration & Coordination

• Partner with relationship managers, investment teams, and operations staff to deliver seamless client service.
• Coordinate with the legal, compliance, and operations teams for the execution and administration of trust agreements.

Education & Experience

• Bachelor's degree in Finance, Business Administration, Economics, or related field (MBA or relevant certification preferred, e.g., CFA, CTFA, CFP).
• Candidates with an SEC License or a Certified Treasury Professional , are also welcome to apply
• At least 1 year of experience in trust banking, institutional sales, asset management, or custody services.
• Proven success in developing and managing institutional client relationships.

Skills & Competencies

• Strong knowledge of trust structures, investment instruments, and fiduciary regulations.
• Excellent sales, negotiation, and presentation skills.
• High level of integrity, discretion, and client service orientation.
• Analytical mindset with sound understanding of financial markets.
• Proficiency in CRM systems, financial analysis tools, and Microsoft Office applications.

• Growth in institutional assets under management (AUM) and custody.
• New client acquisitions and cross-sell success.
• Client satisfaction and retention rates.
• Compliance and risk management performance.