5,112 Banking Associate jobs in the Philippines

Treasury and Banking Associate

Mandaluyong, National Capital Region ₱400000 - ₱600000 Y Masterclass Solutions Inc.

Posted today

Job Viewed

Tap Again To Close

Job Description

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

This advertiser has chosen not to accept applicants from your region.

Treasury and Banking Associate

₱360000 Y Masterclass Solutions Inc

Posted today

Job Viewed

Tap Again To Close

Job Description

OIN 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

Job Types: Full-time, Permanent

Pay: Php25, Php30,000.00 per month

Benefits:

  • Company events
  • Opportunities for promotion
  • Promotion to permanent employee

Application Question(s):

  • If you are chosen for the position, when is your earliest availability to start?

Work Location: In person

This advertiser has chosen not to accept applicants from your region.

Customer Service Associate/Banking Hybrid Setup

National Capital Region, National Capital Region J-K Network Services

Posted 4 days ago

Job Viewed

Tap Again To Close

Job Description

COMPANY PROFILE: This company is a multinational banking and financial services company here in the Philippines for over 30 years. This company is a Top and leading bank in Asia.



Position: Customer Service Associate/Banking

Company Industry: Banking & Finance

Work Location: Eastwood, Quezon City

Work Schedule: Shifting Schedule

Salary: Php 37,000

Training: On Site Work Set-up

After the Training: Hybrid Work Set-Up



JOB REQUIREMENT:

Open for Non-Bachelors Degree

At least 2 years of experience as a Customer Service Specialist.

Experience working in a BPO company is an advantage.

Amenable to attend face to face interview

Amenable to be train on site



JOB RESPONSIBILITIES:

Ensuring first call resolution for customers contacting us through our voice channel by consistently utilizing available tools and resources.

Introduce, promote and assist customers with digital banking solutions to meet customer needs.

Contribute to fulfilling customer's needs by providing personal banking products and services with a customer-centric approach.

Manage customer feedback and inquiries effectively.

Responsible for overseeing all aspects of their clients' accounts, providing them with banking services like loans or credit cards, and advising investment opportunities.



RECRUITMENT PROCESS:

Assessment (ONLINE)

HR Screening (PHONE)

Operations Interview (FACE TO FACE)

Reference Check

Job Offer
This advertiser has chosen not to accept applicants from your region.

Associate Banking Admin

Makati City, National Capital Region ₱600000 - ₱1200000 Y D&V Philippines

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Title: Associate
Banking Administrator (AU)

Work Setup & Schedule:

  • 6:30am – 3:30 Monday to Friday
  • Office Based for at least 6 Mos during probationary period, subject to change upon permanency.

What you'll be doing:

  • Communicate with customers – internal/external through various methods to satisfy queries promptly & efficiently.
  • Manage the end-to-end AR Month end process activity.
  • Process & allocate cheques & credit card payments to customers outstanding invoices based on customer remittances. Deposit cheques into the bank on the day Cheques are processed.
  • Review and allocate, daily, direct credit (EFT) payments to customer outstanding invoices based on customer remittances.
  • Personally, engage and regularly meet with stakeholders proactively to understand and resolve issues in a timely manner.
  • Act as an escalation point for stakeholders as required and personally engage with them to resolve critical issues in a timely manner as they arise.
  • Personally, and proactively engage with your professional development as leader, developing your skills and mentoring/developing others.
  • Effective collaboration with all staff and other relevant stakeholders to embed safe/secure work methods in their use of resources.
  • Effective financial management for Team including compliance with policies for Budgeting, Financial Management and Procurement

What will make you a great fit:

  • Previous experience as a banking administrator will be desirable.
  • Intermediate Excel and exposure to ERP systems
  • Prior experience working in a high-volume environment.
  • High attention to detail & accuracy.
  • Accustomed to working toward deadlines.
  • Customer focused with good verbal and written communications skills.
  • Demonstrated ability to meet with Customer & stakeholders.
  • Dealing with Liquidators, administrators & lawyers.

Why Join D&V Philippines?

  • Competitive Market - Rate Salaries

  • Nontaxable allowances

  • Complete Work Equipment Provided

  • HMO on Day 1

  • HMO coverage of dependents

  • Tenure Recognition Program

  • Performance Bonus

  • Specialized training opportunities

  • CPD training assistance program

  • Overseas Travel opportunities

  • Work Life Balance

  • Year-Round People Activities

  • Other Employee Perks

This advertiser has chosen not to accept applicants from your region.

Associate Banking Administrator

Makati City, National Capital Region ₱400000 - ₱800000 Y D&V Philippines Outsourcing, Inc.

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Title: Associate Banking Administrator (AU)

Work Setup & Schedule:

  • Hybrid (6:30am to 3:30pm)

What you'll be doing:

Operational Responsibilities

  • Communicate with customers – internal/external through various methods to satisfy queries promptly & efficiently.
  • Manage the end-to-end AR Month end process activity.
  • Process & allocate cheques & credit card payments to customers outstanding invoices based on customer remittances. Deposit cheques into the bank on the day Cheques are processed.
  • Review and allocate, daily, direct credit (EFT) payments to customer outstanding invoices based on customer remittances.
  • Establish a process to clearly record/diarise details of allocation exceptions.
  • Partner with the credit team members to ensure complex payments are correctly allocated to ensure customer satisfaction.
  • Running the FISCAL & Variable direct debit runs plus updating new VDD banking details.
  • Processing payment reversals, cancellations, de-allocations, and dishonours within a 48hrs SLA.
  • Processing Sundry credits & invoices that are approved thru the Service-Now workflow i.e., responsible for the Sundry Credit Inbox. Also maintaining an audit rail for all Sundry Credits processed.
  • Mange and action all payments queries, from Credit Officers, within 48 hours
  • Refund requests to be processed weekly, as agreed with AP, unless urgent request received.
  • Provide credit support including reconciliations and general query management as required daily/monthly/ad-hoc
  • Provide regular feedback and suggestions for process improvements.
  • Any other adhoc banking related activity.

Customer Satisfaction

  • Personally, engage and regularly meet with stakeholders proactively to understand and resolve issues in a timely manner.
  • Act as an escalation point for stakeholders as required and personally engage with them to resolve critical issues in a timely manner as they arise.
  • Have a passion for the customer experience and seek to continuously improve it & delivers the transactions, work, objectives etc. required by their respective roles within agreed Service Levels
  • Identify Customer issues and take ownership of them, managing through the organisation till resolution.

Personal Leadership

  • Personally, and proactively engage with your professional development as leader, developing your skills and mentoring/developing others.
  • Develop a meaningful vision for yourself that is aligned to the wider vision.
  • Are highly engaged and take ownership of your over development.
  • Are competent to complete all transactions required by your role and have a wider understanding of the context of the role
  • Understand the wider business process and actively engages with your colleagues, other teams and stakeholders to meet the team, division and organisational objectives.

What will make you a great fit:

  • Previous experience as a banking administrator will be desirable.
  • Intermediate Excel and exposure to ERP systems
  • Prior experience working in a high-volume environment.
  • High attention to detail & accuracy.
  • Accustomed to working toward deadlines.
  • Customer focused with good verbal and written communications skills.
  • Demonstrated ability to meet with Customer & stakeholders.
  • Dealing with Liquidators, administrators & lawyers.

What D&V Philippines can offer you:

D&V Philippines is a place where you can build and grow your career because we invest in your training and development. You'll be a key player in our mission to deliver high-quality, cost-effective finance and accounting services for CFOs and professional services firms in Australia, Asia-Pacific, Europe, the United States, and the United Kingdom.

You'll also get to enjoy these perks on top of the essential employee benefits:

  • Competitive salary with non-taxable allowances
  • Health and wellness benefits
  • Vacation and sick leave credits
  • Yearly company and employee performance bonuses
  • Free meal during office days
  • Parent-friendly office
  • Training and certifications
  • CPD Training Assistance and PRC license renewal reimbursement
  • Year-round employee engagement activities
This advertiser has chosen not to accept applicants from your region.

Corporate Finance/Investment Banking Senior Associate

Makati City, National Capital Region ₱900000 - ₱1200000 Y PwC Philippines

Posted today

Job Viewed

Tap Again To Close

Job Description

Responsibilities:

  • Provides various analytical and data driven components for equity financing, financial advisory services (M&A, capital raising, etc), specifically focusing on financial analyses, financial modeling, industry information, etc.
  • Develops and sensitizes financial models for financing, deal structuring, and related analyses.
  • Prepares/writes related documents such as the information memorandum, project briefs, presentation materials, industry analyses
  • Conducts research on target clients, investment opportunities, and key industries
  • Assists the team in deal execution

Requirements:

  • Degree in Finance/Business Administration/Economics/Accounting/Management or other related field and/or MBA qualifications
  • At least 2-3 years of relevant professional transactions experience with investment banking/financial advisory/Big 4 Auditing Firm (Deals)/Corporate Banking
  • Excellent verbal and written communication ability, as well as strong analytical and financial/corporate evaluation skills; whilst demonstrating accuracy and attention to details when working in a fast paced environment
  • Excellent verbal and written communication ability
  • A self-starter with high level of initiative
This advertiser has chosen not to accept applicants from your region.

Banking and Financing Associate

₱204000 - ₱300000 Y Sapient Global Services

Posted today

Job Viewed

Tap Again To Close

Job Description

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

This advertiser has chosen not to accept applicants from your region.
Be The First To Know

About the latest Banking associate Jobs in Philippines !

Customer Service

₱150000 - ₱250000 Y FEEDWELL

Posted today

Job Viewed

Tap Again To Close

Job Description

100% Work From Home | Australian Business Hours | Competitive Pay + Growth Opportunities

Job Type: Full-time

Shift Schedule: Monday - Friday, 6:00 AM - 3:00 PM Philippines time

Work Location: Fully-remote (Work-from-Home)

Join Feedwell - Sydney's Leading Fresh Food Catering Company

At Feedwell, we fuel Australia's top teams with fresh, vibrant, and nourishing food - from daily catering to large-scale events. Our clients include global brands like Google, Amazon, Louis Vuitton, and TikTok.

We're on the lookout for a customer-focused, detail-oriented representative based in the Philippines to join our expanding team. In this role, you'll be the first point of contact for our valued clients—helping them place orders, explore our catering menus, and ensuring they receive exactly what they need, every time.

What You'll Be Doing

  • Answer customer calls and emails during Australian business hours
  • Guide clients through our food catering options and recommend suitable menus
  • Accurately place and modify orders using our internal system
  • Resolve customer queries and concerns with professionalism and a positive, solutions-focused approach.
  • Liaise with our operations team in Sydney to ensure smooth and timely deliveries.
  • Maintain up-to-date client records while following internal processes.

Why You'll Love Working With Us

  • 100% Remote – Work from the comfort of your home in the Philippines
  • Day Shift Only – Enjoy a stable schedule aligned with Australian business hours
  • Supportive Team Environment – Be part of a collaborative, growth-focused culture
  • Your Voice Matters – We welcome ideas and encourage continuous improvement
  • Government-Mandated Benefits Covered – SSS, PhilHealth, Pag-Ibig and Income Tax (upon completion of a 4-week trial period)
  • HMO Coverage - Available after 3 months of successful employment.

What We're Looking For:

To be successful in this role, you will ideally have:

  • Excellent spoken and written English communication skills
  • At least 2 years of experience in customer services, supporting Australian accounts—either in a call center setting or remotely.
  • At least 2 years of experience supporting food service-related accounts or clients, in a call center or remote work environment.
  • Strong interpersonal skills and confidence in guiding customers through decisions and available options.
  • The ability to remain focused, friendly, and efficient—especially during high-volume periods.
  • A proactive, tech-savvy mindset and the ability to work independently with minimal supervision.
  • Proficiency in Google Workspace (Gmail, Docs, Sheets, etc.)

Is This Role Right For You?

  • You have 2-3 years of experience in the BPO industry and are looking to transition into a long-term work-from-home arrangement.
  • You're currently working remotely on a night shift and are seeking a permanent day shift schedule.
  • You already have a dedicated home office set-up, including a reliable desktop or laptop, noise-cancelling headset, and a webcam for virtual meetings.
  • You have a stable internet connection with a minimum speed of 50 Mbps

This role may not align with your goal if:

  • You have over 3 years of experience in the BPO industry or remote client support and are currently seeking a supervisory or leadership role.
  • You're specifically looking for a non-voice, back-office, or offline-focused role.

How to Apply:

We're looking for a service-oriented professional who thrives on meaningful conversations—not just reading from a script. If you're passionate about helping people, quick to solve problems, and committed to creating memorable experiences, we'd love to hear from you

This advertiser has chosen not to accept applicants from your region.

Customer Service

₱150000 - ₱250000 Y Clu Forwarding

Posted today

Job Viewed

Tap Again To Close

Job Description

About the role

Clu Forwarding is seeking a talented and driven Customer Service professional to join our team in Cebu City, Cebu. This full-time role will allow you to make a real impact within our growing organisation, without the need for prior BPO experience. You will be the first point of contact for our valued customers, delivering exceptional service and support.

What you'll be doing

  1. Responding to customer enquiries and requests via phone, email, and chat channels
  2. Resolving customer issues in a timely and efficient manner
  3. Providing accurate information and guidance to customers
  4. Identifying opportunities to improve customer experience and recommend solutions
  5. Maintaining detailed records and documentation of customer interactions
  6. Collaborating with cross-functional teams to ensure seamless customer service

What we're looking for

  1. Strong communication and interpersonal skills, with the ability to engage with customers in a friendly and professional manner
  2. Excellent problem-solving and critical thinking abilities to effectively address customer concerns
  3. Commitment to delivering exceptional customer service and a genuine desire to help others
  4. Ability to remain calm and composed under pressure
  5. Familiarity with customer service software and technology, or a willingness to learn
  6. High school diploma or equivalent

What we offer

At Clu Forwarding, we are committed to fostering a supportive and inclusive work environment. We offer a competitive salary, opportunities for career advancement, and a range of benefits to support your overall well-being. Our goal is to help you thrive and reach your full potential.

About us

Apply now to become our next Customer Service superstar

This advertiser has chosen not to accept applicants from your region.

Customer Service

₱150000 - ₱250000 Y HI-SEAS CO. LTD. INC.

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Qualifications:

  • Bachelor's degree in Business Administration, Marketing, Communications, or any related field (undergraduates may be considered with relevant experience).
  • At least 1–2 years of experience in customer service, client relations, or a similar role (fresh graduates with strong communication skills are welcome to apply).
  • Excellent verbal and written communication skills.
  • Strong problem-solving skills and ability to handle customer concerns in a professional and timely manner.
  • Proficient in MS Office applications (Word, Excel, Outlook) and comfortable using CRM or other customer service software.
  • Must be customer-oriented, patient, and able to work well under pressure.
  • With strong interpersonal skills, positive attitude, and a team player.
  • Willing to work on shifting schedules, weekends, and holidays as needed.

Job Type: Full-time

Work Location: In person

Expected Start Date: 10/07/2025

This advertiser has chosen not to accept applicants from your region.
 

Nearby Locations

Other Jobs Near Me

Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
View All Banking Associate Jobs