388 Banking jobs in the Philippines

Product Owner-Banking Industry

IBM

Posted 25 days ago

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Job Description

**Introduction**
A career in IBM Consulting is rooted by long-term relationships and close collaboration with clients across the globe. You'll work with visionaries across multiple industries to improve the hybrid cloud and AI journey for the most innovative and valuable companies in the world. Your ability to accelerate impact and make meaningful change for your clients is enabled by our strategic partner ecosystem and our robust technology platforms across the IBM portfolio.
**Your role and responsibilities**
Responsible for creating and aligning teams around the product's vision, goals and success metrics, to drive impactful business outcomes for the client. The Product Owner will gather insights, perform market and customer research, and perspectives from multiple cross-functional stakeholders, and translate the vision and priorities into Product team work streams and creation of the product/s backlog/s. The Product Owner will work with stakeholders to get buy-in and approval on all major directional decisions for the product.
Key Responsibilities:
* Domain & Functional Ownership: Act as the banking domain specialist, owning all functional changes within designated service domains.
* Requirements & BIAN Translation: Elicit requirements and translate them into BIAN-based services and APIs.
* Functional & API Design: Create functional designs, identify corresponding SOR services/APIs, develop mapping documents, update domain data models, and create API specifications.
* API Lifecycle Management: Manage the end-to-end lifecycle of APIs and services (creation, deprecation, retirement).
* API Catalogue Maintenance: Ensure API catalogues are accurate and consistently updated.
* Squad Collaboration & Clarification: Work closely with architecture, development, and test teams to ensure correct translation of requirements into working applications.
* Backlog Management & Prioritization: Participate in Scrum ceremonies to plan, manage, and prioritize the squad's backlog.
* Future Demand Planning: Collaborate with the central demand management team to plan and prioritize future backlog items.
**Required technical and professional expertise**
* Domain & Functional Ownership: Act as the banking domain specialist, owning all functional changes within designated service domains.
* Requirements & BIAN Translation: Elicit requirements and translate them into BIAN-based services and APIs.
* Functional & API Design: Create functional designs, identify corresponding SOR services/APIs, develop mapping documents, update domain data models, and create API specifications.
* API Lifecycle Management: Manage the end-to-end lifecycle of APIs and services (creation, deprecation, retirement).
* API Catalogue Maintenance: Ensure API catalogues are accurate and consistently updated.
* Squad Collaboration & Clarification: Work closely with architecture, development, and test teams to ensure correct translation of requirements into working applications.
* Backlog Management & Prioritization: Participate in Scrum ceremonies to plan, manage, and prioritize the squad's backlog.
* Future Demand Planning: Collaborate with the central demand management team to plan and prioritize future backlog items.
IBM is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
This advertiser has chosen not to accept applicants from your region.

Intern, Global Corporate Banking Department

MUFG

Posted 5 days ago

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Job Description

**Do you want your voice heard and your actions to count?**
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**Duties and Responsibilities:**
+ To help Risk Analytics Unit team in preparing spreads, industry reports and company financial analysis.
**_We regret to inform that only shortlisted candidates will be notified._**
Mitsubishi UFJ Financial Group (MUFG) is an equal opportunity employer. We view our employees as our key assets as they are fundamental to our long-term growth and success. MUFG is committed to hiring based on merit and organsational fit, regardless of race, religion or gender.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
This advertiser has chosen not to accept applicants from your region.

Associate Operations Processor, Correspondent Banking

Wells Fargo

Posted 9 days ago

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Job Description

**About this role:**
Wells Fargo is seeking an Associate Operations Processor. An Associate Operations Processor is responsible for investigation of payment inquiries from Global clients (internal/external) that arise due to incorrect SWIFT, Telex, FED payment instructions and/or investigation of the validity of the funds being transferred to/from the Correspondent Bank. Investigates payment related inquiries or services to clients (Financial Institutions) which includes sending SWIFT, FEDWIRE and CHIPS messages; Return and cancellation of payments; Hold funds in the general ledger and re-effecting payments.
**In this role, you will:**
+ Perform general clerical operations tasks that are routine in nature
+ Receive, log, batch, and distribute work
+ File, photocopy, and answer phones
+ Prepare and distribute incoming and outgoing mail
+ Regularly receive direction from supervisor and escalate questions and issues to more experienced roles
+ Work under close supervision following established procedures
**Required Qualifications:**
+ 6+ months of operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Bachelor's degree holder, preferably Business courses
+ Experience in Banking Operations, Payments, Settlements with knowledge in SWIFT, Telex and Intellitracs is an advantage or preferred
+ Open to fresh graduate (completed Business, Accounting or any Finance related degree )
+ Sound Risk management mindset and a good understanding of compliance, AML / OFAC.
**Job Expectations:**
+ Corrects and creates different payment message types (SWIFT, FED WIRE, CHIPS, Telex) used by the payment parties
+ Team currently supports multiple pools - Unable to Apply, Debit Authorization, Amendment and Cancellation pool.
+ Amenable to work on shifts and PH holiday.
**Posting End Date:**
18 Sep 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
This advertiser has chosen not to accept applicants from your region.

Accounting Officer (Cpa) Banking Bacoor

Bacoor, Cavite PJ Lhuillier Group of Companies

Posted today

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Job Description

RESPONSIBILITIES:

- General Accounting in a banking environment
- Reports & Reconciliation
- Budget, Revenue, and Cost Control

**REQUIREMENTS**:

- At least 3 years of working experience in the related field as part of Management is required for this position.
- Preferably Assistant Manager / Managers specializing in Finance - General/Cost Accounting or equivalent.
- Willing to work in Bacoor Cavite
- Full-Time position(s) available.

Schedule:

- 8 hour shift

Supplemental pay types:

- 13th month salary

Ability to commute/relocate:

- Bacoor City, Cavite: Reliably commute or planning to relocate before starting work (required)

**Education**:

- Bachelor's (preferred)

**Experience**:

- Banking: 3 years (preferred)

License/Certification:

- CPA (preferred)
This advertiser has chosen not to accept applicants from your region.

Sales Executive (Bancassurance/Banking/Finance)

Makati, National Capital Region HRTX

Posted 26 days ago

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Job Description

Full Onsite | Monday to Friday | 8am to 5pm

We are looking for dynamic and goal-oriented individuals to join our team as Bancassurance Sales Executive . This is role involves delivering customized financial advice to clients, focusing on insurance and investment solutions. It also includes identifying client needs, recommending appropriate financial products, and assisting them in achieving their financial objectives.

Qualifications:

  • Bachelors degree holder, preferably in Business, Finance, Marketing, or related fields.
  • At least 6 months to 1 year of relevant experience in financial services, sales, banking, or insurance.
  • Excellent communication, interpersonal, and customer service skills.
  • Results-oriented and motivated by a passion for helping people with their financial well-being.
  • Willing to be deployed to an assigned bank branch location.
  • Possessing a financial advisor or insurance license is an advantage (licensing support and training will be provided if needed).

Key Responsibilities:

  • Develop strong working relationships with bank personnel to drive client referrals and generate leads.
  • Conduct comprehensive financial needs assessments and recommend suitable insurance or investment solutions.
  • Offer personalized consultations to walk-in clients and bank customers on protection and wealth-building options.
  • Educate clients on savings, insurance, and investment-linked products tailored to their financial goals.
  • Ensure a smooth and professional sales process, from initial consultation to policy issuance and post-sale servicing.
  • Manage and expand your client base through consistent after-sales engagement and regular follow-ups.
  • Achieve or surpass monthly sales goals and performance metrics.
  • Adhere to all regulatory and company policies, ensuring complete and accurate documentation at all times.

Competitive Benefits:

  • Commissions
  • HMO with 2 dependents.
  • Life insurance and retirement plan upon regularization.
  • Leave credits you can convert to cash + special birthday leave.
  • Up to 14th-month pay, attendance bonus, and sales raffle rewards.
  • Annual salary increase and performance bonuses.
  • Laundry allowance, rice subsidy, and a Christmas gift.
  • Emergency and bereavement leaves when needed.
This advertiser has chosen not to accept applicants from your region.

Customer Care Professional - US Consumer Banking

American Express

Posted 17 days ago

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Job Description

**Description**
**Customer Care Professional - US Consumer Banking**
**#4th in Great Place to Work's Best Company To Work For 2025 **
**#10th in Fortune Magazine's 2025 World's Most Admired Companies **
**#1st in the J.D. Power 2024 U.S. Credit Card Satisfaction Study of National Credit Card Issuers **
**Top GBS Employers for the Philippines (2025) by the Everest Group **
At American Express, our culture is built on a 175-year history of innovation, shared values and leadership behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express
As a brand built on going above and beyond to provide the best customer experience, having the most exceptional colleagues is paramount. As the face of the company, you can create positive interactions with our customers every day- from curating a unique travel or lifestyle experience to helping them with their everyday needs. And, you can grow your skills through industry-leading training and ongoing coaching, all while learning what it means to continually set the standard for world class, customer-first service. **Find your place in service on #TeamAmex.**
**How will you make an impact** **in** **this role?** ** **
American Express delivers extraordinary customer care to Card Members, merchants and commercial clients ("Customers") around the world. Each interaction is a chance to bring the brand to life for our customers and colleagues and help build on Amex's reputation for trust, security and service.
The Servicing Professional is a critical role in our contact center, providing the world's best customer experience every day. 
**What would you do every day as a Servicing Professional?**
+ Consistently deliver extraordinary service in a fast-paced, structured, customer care environment. 
+ Consult with Customers to understand their needs and tailor unique and personal solutions for them, while also reinforcing the benefits of card membership/American Express products as applicable. 
+ Address customer inquiries and issues in a timely and accurate fashion 
+ Analyze customer information and make sound decisions while maintaining high customer satisfaction. 
+ Indulge in recognizing our Customers as individuals through unexpected relevant recommendations of product offers and benefits that deepen customer engagement. 
+ Analyze customer accounts and make sound business decisions while maintaining high customer satisfaction. 
+ Develop key consulting skills, including building a human connection with customers, through care and empathy, understanding customer needs, handling objections and providing solutions.   
+ Meet and exceed performance goals that include customer satisfaction, sales, collections, call handling time, schedule adherence and compliance regulations while adhering to established procedures and standards as updated by the business from time to time, as well as adhering to all applicable American Express policies. 
** **
**Minimum Qualifications:** ** **
+ Computer literate, able to navigate through multiple computer systems and applications, simultaneously, with speed and accuracy 
+ Natural communicator who can demonstrate active listening skills and to adapt conversation to suit the situation and the Customer's communication style 
+ Resilience needed to efficiently manage a steady stream of Customer inquiries, while balancing performance to meet a variety of metrics as set down and updated by the business from time to time  
+ Passion to serve, recommending products or solutions tailored to each Customer 
+ A problem-solver to efficiently evaluate Customer issues and offer the best inventive solutions with a view to resolving on the first contact 
+ Proven analytical skills to analyze account data and make sound business decisions 
+ A capacity to learn, willingness to try new things, ability to incorporate feedback and resilience through change and difficult situations  
+ Flexibility to handle a variation of Customer questions and/or issues 
+ High level of integrity to work with Customer information while adhering to all Quality, Regulatory and Compliance guidelines 
**Preferred Qualifications:** ** **
+ Customer service experience, ideally in a contact center environment  
**Additional Requirements:** ** **
+ The Company works 24
* 7 and as such our colleagues work in shifts to provide coverage to Customers at all times. Flexibility to work in different shifts at any time, including weekends as per business needs (dependent on operational hours) is an additional requirement 
+ Hybrid Environment- Need to be able to work in the office a minimum of 3 days a week, the same is subject to change as per business requirements and Company policy 
**Qualifications**
**Additional Details:** ** **
+ Location: BGC Corporate Center 2, 5th Avenue corner 30th Street, Bonifacio Global City, Taguig 
+ Workplace Flexibility: Full time. Must be amenable to follow a hybrid work arrangement (onsite and work from home) 
+ Work From Home Requirements: 
+ Must have at least 25 mbps internet connection plan / speed 
+ Must have a private & quiet area to work at home 
+ American Express offers a fantastic and diverse working environment. High performance is rewarded with target driven incentives. 
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries Bonus incentives
+ Support for financial-well-being and retirement
+ Comprehensive medical, dental, vision, life insurance, and disability benefits (depending on location)
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ Generous paid parental leave policies (depending on your location)
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
**Offer of employment with American Express is conditioned upon the successful completion of a background verification check, subject to applicable laws and regulations.**
**To** **know** **more about our recruitment process, you may watch this short video -** ** ** **What to Expect: Recruitment at American Express** ** **
**Excited to be part of #TeamAMEX? Walk-in applications will be processed on the same day.** ** ** ** **
If you are interested and your relevant experience is aligned with the requirements of the role, you may visit our Career Center from Mondays to Fridays, 10am to 6pm at BGC Corporate Center 2, 5th Avenue corner 30th Street, Bonifacio Global City, Taguig (entrance is at 30th Street cor. Lane A).  
**Job:** Customer Service
**Primary Location:** Philippines-PHL-Taguig City
**Schedule** Full-time
**Req ID:**
This advertiser has chosen not to accept applicants from your region.

Commercial Banking Portfolio Coordinator for Financial Spreading

Wells Fargo

Posted 24 days ago

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Job Description

**About this role:**
Wells Fargo is seeking a Commercial Banking Portfolio Coordinator. This role is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a client's deal team.
**In this role, you will:**
+ Review credit information of loans for companies and industries
+ Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information
+ Perform moderately complex credit investigations on companies and industries
+ Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues
+ Ensure credit files are current
+ Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits
**Required Qualifications:**
+ 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ College graduate of any business course (Accountancy, Business Administration, Commerce and the like)
+ 1-3+ years experience in Financial/Credit Analysis for Commercial Accounts
+ Strong familiarity with US GAAP and US Financial Statements (10K, 10Q)
+ High attention to details
+ Experience working in a Shared Service environment or Financial Institution
+ Stakeholders/Client management
+ Able to multi-task to accomplish tasks effectively
+ Strong analytical skills
+ Ability to succeed in a team environment
+ Ability to work quickly and accurately while maintaining acceptable standards of workmanship
+ Ability to recognize and escalate to management for any process breaches
**Job Expectations:**
+ Spread Financial statements of private as well as public limited companies of different industries in credit application utilized for traditional asset-based lending, specialized senior secured financing, Accounts receivable financing and purchase order financing to companies and make relevant adjustments in cash flow and various ratio calculations to reflect true financial status of the customers.
+ Prepare projected financial statements as per relationship managers requirement
+ Should be able to interpret and spread financials of different companies belonging to different division as per business requirement at any given day
+ This role is an individual contributor
+ Full time work on site from 5PM to 2AM Manila time
+ Flexibility in adjusting work schedule when required
+ Required to work on site at 5NEO, BGC, Taguig
**Posting End Date:**
11 Sep 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
This advertiser has chosen not to accept applicants from your region.
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Bancassurance Sales Specialist - CALABARZON (Insurance/Banking/Finance)

Cavite, Cavite HRTX

Posted 20 days ago

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Job Description

Full Onsite | Monday to Friday | 8am to 5pm

Available Locations: Metro Manila, South Luzon, North Luzon

We are looking for dynamic and goal-oriented individuals to join our team as Bancassurance Sales Executive . This is role involves delivering customized financial advice to clients, focusing on insurance and investment solutions. It also includes identifying client needs, recommending appropriate financial products, and assisting them in achieving their financial objectives.

Qualifications:

  • Bachelors degree holder, preferably in Business, Finance, Marketing, or related fields.
  • At least 6 months to 1 year of relevant experience in financial services, sales, banking, or insurance.
  • Excellent communication, interpersonal, and customer service skills.
  • Results-oriented and motivated by a passion for helping people with their financial well-being.
  • Willing to be deployed to an assigned bank branch location.
  • Possessing a financial advisor or insurance license is an advantage (licensing support and training will be provided if needed).

Key Responsibilities:

  • Develop strong working relationships with bank personnel to drive client referrals and generate leads.
  • Conduct comprehensive financial needs assessments and recommend suitable insurance or investment solutions.
  • Offer personalized consultations to walk-in clients and bank customers on protection and wealth-building options.
  • Educate clients on savings, insurance, and investment-linked products tailored to their financial goals.
  • Ensure a smooth and professional sales process, from initial consultation to policy issuance and post-sale servicing.
  • Manage and expand your client base through consistent after-sales engagement and regular follow-ups.
  • Achieve or surpass monthly sales goals and performance metrics.
  • Adhere to all regulatory and company policies, ensuring complete and accurate documentation at all times.

Competitive Benefits:

  • Commissions
  • HMO with 2 dependents.
  • Life insurance and retirement plan upon regularization.
  • Leave credits you can convert to cash + special birthday leave.
  • Up to 14th-month pay, attendance bonus, and sales raffle rewards.
  • Annual salary increase and performance bonuses.
  • Laundry allowance, rice subsidy, and a Christmas gift.
  • Emergency and bereavement leaves when needed.
This advertiser has chosen not to accept applicants from your region.

Lead Commercial Banking Portfolio Coordinator for Financial Spreading

Wells Fargo

Posted 4 days ago

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Job Description

**About this role:**
Wells Fargo is seeking a Lead Commercial Banking Portfolio Coordinator. This role is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a client's deal team.
**In this role, you will:**
+ Support performance and overall effectiveness of team, as well as cross-group administrative operations
+ Provide feedback and present ideas for improving or implementing processes and tools within Commercial Banking Portfolio Management
+ Review credit information of loans for companies and industries
+ Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information
+ Perform or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation
+ Independently prioritize work and provide day-to-day-work leadership and mentorship to team
+ Lead or contribute to implementation of new or revised processes and procedures
+ Provide guidance and subject matter expertise to immediate team and Commercial Banking Portfolio Management on wide range of information
**Required Qualifications:**
+ 6+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Required Qualifications for Europe, Middle East & Africa only:**
+ Experience in Commercial Banking Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Graduate of any business course (Accountancy, Business Administration, Commerce and the like)
+ 5+ years experience in Financial/Credit Analysis for Commercial Accounts
+ Strong familiarity with US GAAP and US Financial Statements (10K, 10Q)
+ High attention to details
+ Experience working in a Shared Service environment or Financial Institution
+ Stakeholders/Client management
+ Able to multi-task to accomplish tasks effectively
+ Strong analytical skills, Quick Learner and high attention to detail
+ Ability to succeed in a team environment
+ Ability to work quickly & accurately while maintaining acceptable standards of workmanship
+ Ability to recognize and escalate to management for any process breaches
**Job Expectations:**
**Spread Financial statements of private as well as public limited companies of different industries in credit application utilized for traditional asset-based lending, specialized senior secured financing, Accounts receivable financing and purchase order financing to companies and make relevant adjustments in cash flow and various ratio calculations to reflect true financial status of the customers.**
**Prepare projected financial statements as per relationship managers requirement**
+ Should be able to interpret and spread financials of different companies belong to different division as per business requirement at any given day
+ Should be able to do quality check of the work done by other team members as per business requirement
+ Facilitates communication to resolve problems and advance strategies.
+ Make a significant contribution toward achieving team goals through knowledge and skills.
+ Lead or champion efforts to increase productivity and goal accomplishment.
+ Act as a coach or mentor to facilitate learning from experience.
+ This role is an individual contributor
+ Full time work on site from 5PM to 2AM Manila time
+ Flexibility in adjusting work schedule when required
+ Required to work on site at 5NEO, BGC, Taguig
**Posting End Date:**
8 Sep 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
This advertiser has chosen not to accept applicants from your region.

Commercial Banking Portfolio Management Manager for Financial Spreading

Wells Fargo

Posted 19 days ago

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Job Description

**About this role:**
Wells Fargo is seeking a Commercial Banking Portfolio Management Manager. This role is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a client's deal team.
**In this role, you will:**
+ Manage and develop a team of individuals with low to moderate work complexity and risk in Commercial Banking Portfolio Management functional area
+ Ensure credit execution is consistent and aligned with required credit policies and processes
+ Support and drive adoption of new credit policies and related changes across the team
+ Identify and recommend opportunities for process improvement and risk control development in the Commercial Banking Portfolio Management functional area
+ Make decisions and resolve issues regarding resources, objectives, and operations of functional area and team to meet business objectives
+ Interpret and develop credit policies and procedures
+ Support in execution of policy changes
+ Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and more experienced managers
+ Coach and develop credit team
+ Manage allocation of people and financial resources for Commercial Banking Portfolio Management
+ Mentor and guide talent development of direct reports and assist in hiring talent
**Required Qualifications:**
+ 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 2+ years of leadership experience
**Desired Qualifications:**
+ Graduate of any Business Course (Bachelor's Degree)
+ 8-10+ years of relevant experience in commercial banking, commercial lending, credit management and analysis earned in a banking setting or shared service environment
+ At least 3-5 years of people management experience particularly in a shared services environment
+ Experience in managing Shared Services Operations (Service Level Agreement, Volume and Capacity Management, Documentation)
+ Good written and verbal communication skills and can collaborate with diverse culture of team members (US, India and Philippines)
+ Familiar with US GAAP, US Financial Statements (10-K and 10-Q) and financial ratios.
+ Experience in Stakeholder Management
+ Excellent MS Office Skills particularly on MS Excel
+ Experience in creating Training/Refresher Plan for new and existing hires
**Job Expectations:**
+ Will manage a team of 10+ Team Members doing Financial Spreading activity
+ Willing to work on midshift schedule (5PM to 2AM shift)
+ Willing to report on site based on existing Return to Office policy
**Posting End Date:**
14 Aug 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
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