5,112 Banking Associate jobs in the Philippines
Treasury and Banking Associate
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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
Treasury and Banking Associate
Posted today
Job Viewed
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
Customer Service Associate/Banking Hybrid Setup
Posted 4 days ago
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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
Associate Banking Admin
Posted today
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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
Associate Banking Administrator
Posted today
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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
Corporate Finance/Investment Banking Senior Associate
Posted today
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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
Banking and Financing Associate
Posted today
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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
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Customer Service
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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
Customer Service
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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
- Responding to customer enquiries and requests via phone, email, and chat channels
- Resolving customer issues in a timely and efficient manner
- Providing accurate information and guidance to customers
- Identifying opportunities to improve customer experience and recommend solutions
- Maintaining detailed records and documentation of customer interactions
- Collaborating with cross-functional teams to ensure seamless customer service
What we're looking for
- Strong communication and interpersonal skills, with the ability to engage with customers in a friendly and professional manner
- Excellent problem-solving and critical thinking abilities to effectively address customer concerns
- Commitment to delivering exceptional customer service and a genuine desire to help others
- Ability to remain calm and composed under pressure
- Familiarity with customer service software and technology, or a willingness to learn
- 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
Customer Service
Posted today
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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