457 Banking & Finance jobs in the Philippines
Back Office Support - Banking & Finance Account - Weekends Off
National Capital Region, National Capital Region
OrbitZ Tech
Posted today
Job Viewed
Job Description
Job Description:
br>We are looking for dedicated and customer-focused individuals to join our team as Customer Service Representatives for our Banking and Financial Services (BFS) account.
Key Responsibilities:
• Handle inbound and outbound customer interactions related to banking or financial services. < r>
• Resolve inquiries regarding account transactions, loan or mortgage status, and brokerage information. < r>
• Ensure customer satisfaction by providing accurate information and resolving concerns in a timely manner. < r>
• Follow company policies and maintain confidentiality and compliance in handling financial data. < r>
• Work effectively within a team in a shifting schedule setup. < r>
Qualifications:
• High School/ Senior High Graduate < r>
• At least 1 year of experience in a finance-related account (e.g., banking, mortgage, or brokerage) < r>
• Strong communication and problem-solving skills < r>
• Ability to work in a shifting schedule < r>
• Amenable to work on-site < r>
We offer competitive compensation and a range of benefits to support your growth and well-being:
• Competitive salary packages < r>• Health Maintenance Organization coverage starting on Day 1 < r>• Performance-based incentives < r>• Paid training and opportunities for career advancement < r>• Life insurance and company-sponsored events < r>• 13th month pay and other supplemental bonuses < r>
Job Types: Full-time
Salary: Up to PHP 22,000.00 per month
Work Schedule: 8-hour shifts availability
Ready to Join Us? Apply Now and Start Your Journey Toward Success!
br>We are looking for dedicated and customer-focused individuals to join our team as Customer Service Representatives for our Banking and Financial Services (BFS) account.
Key Responsibilities:
• Handle inbound and outbound customer interactions related to banking or financial services. < r>
• Resolve inquiries regarding account transactions, loan or mortgage status, and brokerage information. < r>
• Ensure customer satisfaction by providing accurate information and resolving concerns in a timely manner. < r>
• Follow company policies and maintain confidentiality and compliance in handling financial data. < r>
• Work effectively within a team in a shifting schedule setup. < r>
Qualifications:
• High School/ Senior High Graduate < r>
• At least 1 year of experience in a finance-related account (e.g., banking, mortgage, or brokerage) < r>
• Strong communication and problem-solving skills < r>
• Ability to work in a shifting schedule < r>
• Amenable to work on-site < r>
We offer competitive compensation and a range of benefits to support your growth and well-being:
• Competitive salary packages < r>• Health Maintenance Organization coverage starting on Day 1 < r>• Performance-based incentives < r>• Paid training and opportunities for career advancement < r>• Life insurance and company-sponsored events < r>• 13th month pay and other supplemental bonuses < r>
Job Types: Full-time
Salary: Up to PHP 22,000.00 per month
Work Schedule: 8-hour shifts availability
Ready to Join Us? Apply Now and Start Your Journey Toward Success!
This advertiser has chosen not to accept applicants from your region.
0
Branch Head, Manager for Strategic Alliance
Muntinlupa, National Capital Region
Cobden and Carter International, Inc
Posted today
Job Viewed
Job Description
QUALIFICATIONS
- Bachelor's degree in Business, Marketing, or related field br>- 5+ years of experience in partnership management, preferably in insurance or financial services
- Strong understanding of the Philippine insurance market and regulatory environment
- Excellent relationship building and negotiation skills
- Proven track record in meeting revenue targets
- Strong analytical and reporting capabilities
- Amenable to work on-site in Alabang, Muntinlupa on a dayshift schedule
Preferred
- Knowledge of insurance policy issuance processes
- Background in partner operations management
- Bachelor's degree in Business, Marketing, or related field br>- 5+ years of experience in partnership management, preferably in insurance or financial services
- Strong understanding of the Philippine insurance market and regulatory environment
- Excellent relationship building and negotiation skills
- Proven track record in meeting revenue targets
- Strong analytical and reporting capabilities
- Amenable to work on-site in Alabang, Muntinlupa on a dayshift schedule
Preferred
- Knowledge of insurance policy issuance processes
- Background in partner operations management
This advertiser has chosen not to accept applicants from your region.
1
Fresh graduate - Financial Services Representative
National Capital Region, National Capital Region
Sapient Global Services
Posted today
Job Viewed
Job Description
Easy and Fast One-day Hiring Process! Earn up to 28k monthly plus more benefits! We are looking for a Non-Voice Agent in our Metro Sites! This is for urgent hiring, don’t miss this opportunity and Apply Now!
br>Responsibilities:
• Manage non-voice account tasks including data entry, email correspondence, and chat support. < r>• Provide accurate information and resolve inquiries through written communication. < r>• Process service requests, updates, and follow-ups efficiently. < r>• Ensure high-quality and timely responses to customer queries and issues. < r>• Maintain detailed records of interactions and transactions. < r>• Meet performance targets for productivity, quality, and customer satisfaction. < r>
Qualifications:
• High school diploma or equivalent < r>• Good communication and interpersonal skills < r>• Excellent problem-solving and decision-making abilities < r>• Ability to thrive in a fast-paced and dynamic environment < r>
Our Awesome Benefits:
• Fix weekends Off < r>• Competitive Salary < r>• Monthly Commissions < r>• HMO with 2 FREE Dependents from Day 1 < r>• Free Coffee and Biscuits at the office < r>• Paid leaves, OT & holiday pay < r>• Government-mandated benefits & 13th-month pay < r>
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 today!
br>Responsibilities:
• Manage non-voice account tasks including data entry, email correspondence, and chat support. < r>• Provide accurate information and resolve inquiries through written communication. < r>• Process service requests, updates, and follow-ups efficiently. < r>• Ensure high-quality and timely responses to customer queries and issues. < r>• Maintain detailed records of interactions and transactions. < r>• Meet performance targets for productivity, quality, and customer satisfaction. < r>
Qualifications:
• High school diploma or equivalent < r>• Good communication and interpersonal skills < r>• Excellent problem-solving and decision-making abilities < r>• Ability to thrive in a fast-paced and dynamic environment < r>
Our Awesome Benefits:
• Fix weekends Off < r>• Competitive Salary < r>• Monthly Commissions < r>• HMO with 2 FREE Dependents from Day 1 < r>• Free Coffee and Biscuits at the office < r>• Paid leaves, OT & holiday pay < r>• Government-mandated benefits & 13th-month pay < r>
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 today!
This advertiser has chosen not to accept applicants from your region.
2
Branch Manager
Cebu, Cebu
Robins Design Gallery
Posted today
Job Viewed
Job Description
Directing all operational aspects including deliveries, customer service, human resources, administration, inventory, and sales
Providing training, coaching, development and motivation br>Developing forecasts, financial objectives and business plans
Meet target goals and metrics
Address customer and employee satisfaction issues promptly
Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities
Stay abreast of competing markets and provide reports on market movement and penetration
Providing training, coaching, development and motivation br>Developing forecasts, financial objectives and business plans
Meet target goals and metrics
Address customer and employee satisfaction issues promptly
Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities
Stay abreast of competing markets and provide reports on market movement and penetration
This advertiser has chosen not to accept applicants from your region.
3
Area Branch Manager
Cagayan de Oro, Misamis Oriental
WHR Global Consulting
Posted 1 day ago
Job Viewed
Job Description
Qualifications:
- At least 2 years and up of experience in multi-branch operations management, retail management, or a similar multi-site leadership role. br>- Strong understanding of operational processes, inventory management, and regulatory compliance.
- Demonstrated experience in budget management, cost control, and financial oversight.
We are looking for a dynamic and results-oriented Area Branch Manager to lead and oversee multiple branch operations in Cagayan De Oro. The ideal candidate will be responsible for ensuring operational excellence, driving sales and profitability, and maintaining compliance across all assigned branches. This role requires strong multi-site leadership experience, sound operational and financial management, and the ability to build high-performing teams.
Key Responsibilities:
- Oversee the day-to-day operations of multiple branches within the Cebu area to ensure smooth and efficient performance.
- Develop and implement operational strategies that align with corporate goals and ensure consistency across branches.
- Lead, mentor, and evaluate branch managers to foster performance, accountability, and service excellence.
- Monitor and control operational expenses and ensure alignment with budgetary targets.
- Analyze sales trends, operational performance, and customer feedback to identify areas for improvement and implement action plans.
- Ensure all branches comply with company policies, operational standards, health and safety regulations, and other relevant legislation.
- Monitor inventory levels and coordinate with supply chain and logistics teams to maintain optimal stock levels.
- Conduct regular site visits and operational audits to ensure branch compliance, risk mitigation, and overall quality control.
- Promote a culture of good governance, social responsibility, and environmental sustainability across the assigned locations.
- Prepare and present operational reports and business reviews to senior leadership.
- At least 2 years and up of experience in multi-branch operations management, retail management, or a similar multi-site leadership role. br>- Strong understanding of operational processes, inventory management, and regulatory compliance.
- Demonstrated experience in budget management, cost control, and financial oversight.
We are looking for a dynamic and results-oriented Area Branch Manager to lead and oversee multiple branch operations in Cagayan De Oro. The ideal candidate will be responsible for ensuring operational excellence, driving sales and profitability, and maintaining compliance across all assigned branches. This role requires strong multi-site leadership experience, sound operational and financial management, and the ability to build high-performing teams.
Key Responsibilities:
- Oversee the day-to-day operations of multiple branches within the Cebu area to ensure smooth and efficient performance.
- Develop and implement operational strategies that align with corporate goals and ensure consistency across branches.
- Lead, mentor, and evaluate branch managers to foster performance, accountability, and service excellence.
- Monitor and control operational expenses and ensure alignment with budgetary targets.
- Analyze sales trends, operational performance, and customer feedback to identify areas for improvement and implement action plans.
- Ensure all branches comply with company policies, operational standards, health and safety regulations, and other relevant legislation.
- Monitor inventory levels and coordinate with supply chain and logistics teams to maintain optimal stock levels.
- Conduct regular site visits and operational audits to ensure branch compliance, risk mitigation, and overall quality control.
- Promote a culture of good governance, social responsibility, and environmental sustainability across the assigned locations.
- Prepare and present operational reports and business reviews to senior leadership.
This advertiser has chosen not to accept applicants from your region.
4
Financial Analyst (Makati)
Makati, National Capital Region
PowerSource Group of Companies
Posted 3 days ago
Job Viewed
Job Description
Job description:
br>The Financial Analyst will be responsible for conducting financial analysis and developing financial models to support strategic decision-making, budgeting, forecasting, and business planning. This role requires strong analytical capabilities, a deep understanding of financial statements, and proficiency in building complex financial models using Excel and other financial software.
Key Responsibilities:
- Develop and maintain robust financial models for business planning, capital budgeting, investment analysis, and scenario forecasting.
- Analyze financial and operational data to identify trends, risks, and opportunities.
- Prepare monthly, quarterly, and annual financial reports and dashboards for senior management.
- Assist in preparing budgets and forecasts in collaboration with department heads.
- Conduct valuation analysis as needed for potential investments or business decisions.
- Perform variance analysis comparing actual results to budgets/forecasts and explain deviations.
- Provide financial insights and recommendations to improve company performance and profitability.
- Support the development of business cases for new projects, expansions, and cost-saving initiatives.
- Collaborate with Accounting, Procurement, and Operations teams for data gathering and validation.
- Monitor key financial and operational KPIs, and ensure timely and accurate reporting.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or related field (CPA or CFA a plus). < r>- At least 3 years of relevant experience in financial analysis, preferably in corporate finance, consulting, or investment banking.
- Strong proficiency in Microsoft Excel and financial modeling.
- Excellent understanding of financial statements and accounting principles.
- Strong analytical thinking and problem-solving skills.
- High attention to detail and accuracy.
- Strong communication skills; ability to present financial data to non-finance stakeholders.
- Ability to work independently and under pressure to meet deadlines.
Job summary:
Conducts financial analysis and builds models to support budgeting, forecasting, and planning. Strong Excel and financial statement skills required.
br>The Financial Analyst will be responsible for conducting financial analysis and developing financial models to support strategic decision-making, budgeting, forecasting, and business planning. This role requires strong analytical capabilities, a deep understanding of financial statements, and proficiency in building complex financial models using Excel and other financial software.
Key Responsibilities:
- Develop and maintain robust financial models for business planning, capital budgeting, investment analysis, and scenario forecasting.
- Analyze financial and operational data to identify trends, risks, and opportunities.
- Prepare monthly, quarterly, and annual financial reports and dashboards for senior management.
- Assist in preparing budgets and forecasts in collaboration with department heads.
- Conduct valuation analysis as needed for potential investments or business decisions.
- Perform variance analysis comparing actual results to budgets/forecasts and explain deviations.
- Provide financial insights and recommendations to improve company performance and profitability.
- Support the development of business cases for new projects, expansions, and cost-saving initiatives.
- Collaborate with Accounting, Procurement, and Operations teams for data gathering and validation.
- Monitor key financial and operational KPIs, and ensure timely and accurate reporting.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or related field (CPA or CFA a plus). < r>- At least 3 years of relevant experience in financial analysis, preferably in corporate finance, consulting, or investment banking.
- Strong proficiency in Microsoft Excel and financial modeling.
- Excellent understanding of financial statements and accounting principles.
- Strong analytical thinking and problem-solving skills.
- High attention to detail and accuracy.
- Strong communication skills; ability to present financial data to non-finance stakeholders.
- Ability to work independently and under pressure to meet deadlines.
Job summary:
Conducts financial analysis and builds models to support budgeting, forecasting, and planning. Strong Excel and financial statement skills required.
This advertiser has chosen not to accept applicants from your region.
5
Fresh graduate - Financial Services Representative
National Capital Region, National Capital Region
Sapient Solutions - SGS
Posted 3 days ago
Job Viewed
Job Description
Easy and Fast One-day Hiring Process! Earn up to 28k monthly plus more benefits! We are looking for a Non-Voice Agent in our Metro Sites! This is for urgent hiring, don’t miss this opportunity and Apply Now!
br>Responsibilities:
• Manage non-voice account tasks including data entry, email correspondence, and chat support. < r>• Provide accurate information and resolve inquiries through written communication. < r>• Process service requests, updates, and follow-ups efficiently. < r>• Ensure high-quality and timely responses to customer queries and issues. < r>• Maintain detailed records of interactions and transactions. < r>• Meet performance targets for productivity, quality, and customer satisfaction. < r>
Qualifications:
• High school diploma or equivalent < r>• Good communication and interpersonal skills < r>• Excellent problem-solving and decision-making abilities < r>• Ability to thrive in a fast-paced and dynamic environment < r>
Our Awesome Benefits:
• Fix weekends Off < r>• Competitive Salary < r>• Monthly Commissions < r>• HMO with 2 FREE Dependents from Day 1 < r>• Free Coffee and Biscuits at the office < r>• Paid leaves, OT & holiday pay < r>• Government-mandated benefits & 13th-month pay < r>
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 today!
br>Responsibilities:
• Manage non-voice account tasks including data entry, email correspondence, and chat support. < r>• Provide accurate information and resolve inquiries through written communication. < r>• Process service requests, updates, and follow-ups efficiently. < r>• Ensure high-quality and timely responses to customer queries and issues. < r>• Maintain detailed records of interactions and transactions. < r>• Meet performance targets for productivity, quality, and customer satisfaction. < r>
Qualifications:
• High school diploma or equivalent < r>• Good communication and interpersonal skills < r>• Excellent problem-solving and decision-making abilities < r>• Ability to thrive in a fast-paced and dynamic environment < r>
Our Awesome Benefits:
• Fix weekends Off < r>• Competitive Salary < r>• Monthly Commissions < r>• HMO with 2 FREE Dependents from Day 1 < r>• Free Coffee and Biscuits at the office < r>• Paid leaves, OT & holiday pay < r>• Government-mandated benefits & 13th-month pay < r>
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 today!
This advertiser has chosen not to accept applicants from your region.
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6
Real Estate Financial Analyst
Makati, National Capital Region
Interlink Global Talent
Posted 3 days ago
Job Viewed
Job Description
ABOUT US: At Interlink Global Talent, we specialize in providing skilled offshore staffing solutions to businesses across diverse industries. Our team of highly trained professionals, located in the Philippines, seamlessly integrates with companies in the United States, offering a unique and cost-effective approach to meet staffing needs.
br>We are seeking Virtual Assistants to join our growing team. If you're creative, result-driven, and have strong communication skills, we want to get to know you.
This person ideally possesses a finance degree or accounting degree with some relevant experience but is highly intelligent and numbers-oriented.
This role requires good ▪Research ▪English Communication ▪Data Analysis presentation skills
br>Job Function Includes:
Review residential and commercial leases and create a summary
Create rent roll and forecast revenue for the acquisition of commercial property
Create proforma for property
Complete ITR / Return Analysis
Complete Investment Deck
br>We are seeking Virtual Assistants to join our growing team. If you're creative, result-driven, and have strong communication skills, we want to get to know you.
This person ideally possesses a finance degree or accounting degree with some relevant experience but is highly intelligent and numbers-oriented.
This role requires good ▪Research ▪English Communication ▪Data Analysis presentation skills
br>Job Function Includes:
Review residential and commercial leases and create a summary
Create rent roll and forecast revenue for the acquisition of commercial property
Create proforma for property
Complete ITR / Return Analysis
Complete Investment Deck
This advertiser has chosen not to accept applicants from your region.
7
Senior Financial Planning and Accounting Analyst
National Capital Region, National Capital Region
Dempsey Resource Management, INC.
Posted 3 days ago
Job Viewed
Job Description
(Medical Laboratory Equipment) – Ortigas
br>Qualifications:
• Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or equivalent professional qualification < r>• Minimum of 5–8 years of progressive experience in FP&A, finance business partnering, or management accounting
• Strong background in business planning, budgeting, and financial strategy < r>• Experience in enterprise valuation and financial due diligence is a strong advantage < r>• Preferably with experience in healthcare, manufacturing, or capital equipment industry < r>• Proficient in Excel and other financial analysis tools (e.g., Power BI) < r>• Excellent communication, collaboration, and stakeholder engagement skills < r>
Join us at Himex Corporation and contribute to shaping financial strategies that support innovation, operational excellence, and long-term value creation.
br>Qualifications:
• Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or equivalent professional qualification < r>• Minimum of 5–8 years of progressive experience in FP&A, finance business partnering, or management accounting
• Strong background in business planning, budgeting, and financial strategy < r>• Experience in enterprise valuation and financial due diligence is a strong advantage < r>• Preferably with experience in healthcare, manufacturing, or capital equipment industry < r>• Proficient in Excel and other financial analysis tools (e.g., Power BI) < r>• Excellent communication, collaboration, and stakeholder engagement skills < r>
Join us at Himex Corporation and contribute to shaping financial strategies that support innovation, operational excellence, and long-term value creation.
This advertiser has chosen not to accept applicants from your region.
8
Banking and Finance Support Specialist - Chat Support/Back Office
National Capital Region, National Capital Region
Orbit Global Careers
Posted 3 days ago
Job Viewed
Job Description
Job Description:
br>We are looking for dedicated and customer-focused individuals to join our team as Customer Service Representatives for our Banking and Financial Services (BFS) account.
Key Responsibilities:
• Handle inbound and outbound customer interactions related to banking or financial services. < r>
• Resolve inquiries regarding account transactions, loan or mortgage status, and brokerage information. < r>
• Ensure customer satisfaction by providing accurate information and resolving concerns in a timely manner. < r>
• Follow company policies and maintain confidentiality and compliance in handling financial data. < r>
• Work effectively within a team in a shifting schedule setup. < r>
Qualifications:
• High School/ Senior High Graduate/ At least 2nd year College completed < r>
• At least 6 months of experience in a finance-related account (e.g., banking, mortgage, or brokerage) < r>
• Strong communication and problem-solving skills < r>
• Ability to work in a shifting schedule < r>
• Amenable to work on-site < r>
We offer competitive compensation and a range of benefits to support your growth and well-being:
• Competitive salary packages < r>• Health Maintenance Organization coverage starting on Day 1 < r>• Performance-based incentives < r>• Paid training and opportunities for career advancement < r>• Life insurance and company-sponsored events < r>• 13th month pay and other supplemental bonuses
br>We are looking for dedicated and customer-focused individuals to join our team as Customer Service Representatives for our Banking and Financial Services (BFS) account.
Key Responsibilities:
• Handle inbound and outbound customer interactions related to banking or financial services. < r>
• Resolve inquiries regarding account transactions, loan or mortgage status, and brokerage information. < r>
• Ensure customer satisfaction by providing accurate information and resolving concerns in a timely manner. < r>
• Follow company policies and maintain confidentiality and compliance in handling financial data. < r>
• Work effectively within a team in a shifting schedule setup. < r>
Qualifications:
• High School/ Senior High Graduate/ At least 2nd year College completed < r>
• At least 6 months of experience in a finance-related account (e.g., banking, mortgage, or brokerage) < r>
• Strong communication and problem-solving skills < r>
• Ability to work in a shifting schedule < r>
• Amenable to work on-site < r>
We offer competitive compensation and a range of benefits to support your growth and well-being:
• Competitive salary packages < r>• Health Maintenance Organization coverage starting on Day 1 < r>• Performance-based incentives < r>• Paid training and opportunities for career advancement < r>• Life insurance and company-sponsored events < r>• 13th month pay and other supplemental bonuses
This advertiser has chosen not to accept applicants from your region.
9