194 Banking Consultant jobs in the Philippines

About Us
At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.

About The Role
As an
Everyday Banking Consultant
in our Customer Contact Centre Business Unit, you'll play a key role in helping our Australian customers with a variety of Retail, Cards and Digital Banking solutions, troubleshoot customer enquiries they may have and provide information on any other products or services that may be relevant. This role is responsible for the servicing of customer requests and enquiries in a timely and effective manner. These positions will typically process high volumes of routine enquiries. The key capability for these positions is effective customer servicing as opposed to requiring extensive knowledge of a specific process or policy to be effective.

Banking is changing and we're changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you'll be building your future, while helping to build ours

Role Type:
Permanent, Full-time

Role Primary Location:
MDC 100 Building, Eastwood, Libis, Quezon City

Role Secondary Location:
Solaris One Building, 130 Dela Rosa St., Legaspi Village, Makati City

Shift schedule:
People looking to join these teams will need to be flexible to rotate hours and shift schedule to support the changing customer habits and contacts

What will your day look like?
As
Everyday Banking Consultant
, you will:

• Ensuring first call resolution for customers contacting us through our voice channel by consistently utilizing available tools and resources.
• Resolve customers' enquiries in an efficient and timely manner by understanding their needs, identifying the root cause of the enquiry and providing appropriate and permanent fix.
• Escalating to an appropriate specialist banker or team of experts to deliver timely and accurate resolution, when necessary.
• Empower our customer to bank with us anytime using our Digital & Self-service channels and contribute to our strategic goal of digital first adoption.
• Become brand ambassadors for ANZ by providing best customer experience in all voice interactions with the goal of positive NPS returns.
• Work in a professional environment meeting customer-centric, financial and risk metrics and targets as necessary
• Build your skills and banking knowledge quickly through on-going formal training and mentorship from your leaders.

What will you bring?
To grow and be successful in this role, you will ideally bring the following:

• Excellent English communication skills (both verbal and written) including the ability to engage and manage conversations with other nationalities.
• With solid contact centre experience with an English-speaking client base, preferably from the US or Australia.
• Understanding of the contact centre environment i.e., the major KPIs; the dynamics of the contact centre work and the various technologies being utilised to support the overall business model.

You're not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we'd love to hear from you

So why join us?
ANZ provides banking and financial services and operates across more than 30 markets. We are among the top 4 banks in Australia, the largest banking group in New Zealand and Pacific, and among the top 50 banks in the world. With more than 2,000 people, our team in Manila plays a critical role in executing our strategy and delivering what matters most to our customers and the bank. We continue to grow our professional services capabilities to support our customers around the world. Our expertise and services make us a bank, and our people, purpose, and culture make us ANZ. We're proud of the inclusive culture we're renowned for where 90 percent of our people feel they belong.

We provide our people with a range of benefits including access to health and wellbeing services. We also have flexible working options so that our people can 'make work, work for them'.

We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you are a candidate with a disability, let us know how we can provide you with additional support.

To find out more about working at ANZ visit You can apply for this role by visiting ANZ Careers and searching for reference number 73686.

Job Posting End Date
20/12/2024 , 11.59pm, (Melbourne Australia)

SGV is the largest professional services firm in the Philippines. In everything we do, we nurture leaders and enable businesses for a better Philippines. This Purpose is our aspirational reason for being that ignites positive change and inclusive growth.

Our multidisciplinary teams work across a full spectrum of services in assurance, tax, strategy and transactions, and consulting. Enabled by data, AI and advanced technology, we help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

At SGV, we develop you with future-focused skills and equip you with world-class experiences. We empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.

Job Summary

In Business Consulting, we collaborate with clients to drive transformation and achieve their strategic goals. We provide our expertise in areas such as business transformation, customer, finance and supply chain to help organizations improve performance and navigate complex challenges. Our approach is to deliver tailored solutions that enhance efficiency, foster innovation, and create sustainable value. Through collaboration and deep industry knowledge, we empower clients to succeed in a dynamic business environment.

SGV's Business Transformation practice is seeking motivated, creative and dynamic professionals who are practical, rigorous and driven to deliver tangible results. As a Business Transformation Consultant, you will be part of a team who guides organizations in executing their growth strategies by defining, designing and delivering meaningful enterprise-wide transformation initiatives.

Your Key Responsibilities
:

1. As an Associate Product Owner, you will be part of a team of professionals who support clients in the following capacity:

2. Business Analysis & Design

3. Product Architecture and Prioritization
4. Develop and maintain your personal training and development plan to ensure you continue to update and improve your skill profile on an ongoing basis.

5. Adhere to the independence, quality and risk management policies of the firm.

6. As a Program Management Associate, you will play a key role in supporting clients in the following capacity:

7. Program/Project Management Methods: Design and implement a bespoke program/project management operating model, including the setup of a PMO or a Transformation Management Office.

8. Program/Project Delivery Execution: Enabling our clients define, implement, and manage complex programs and projects from delivery strategy to execution.
9. Develop and maintain your personal training and development plan to ensure you continue to update and improve your skill profile on an ongoing basis.
10. Adhere to the independence, quality and risk management policies of the firm.

To qualify for the role, you must have:

• Bachelor's degree in business, engineering, information systems and other related fields.
• One to four years of relevant experience as a business analyst/product owner/project manager. Fresh graduates are encouraged to apply as well.
• Familiarity with business process modelling and requirements engineering frameworks such as BPMN and BABOK.
• Familiarity with program and project management methodologies such as PMBOK, PRINCE2, Agile, or similar frameworks.
• Ability to work effectively within cross functional teams and foster a positive environment.
• Good communication and presentation skills.
• Proven ability to complete projects according to outlined scope, budget, and timeline.

Ideally, you'll also have the skills and attributes below:

• Interested in pursuing a long-term career in Business Transformation
• Understands project governance, change management principles, product development lifecycle and software development lifecycle.
• Exposure or knowledgeable in the operating model of the following sectors: Government & Public Sector, Financial Services, Consumer Product and Retail, IT-BPM, Heath & Life Sciences, Technology, Media & Entertainment and Telecommunications, and Industrials & Energy.
• Flexible and is willing to work in client sites within or beyond Metro Manila

What we offer:

We offer a competitive remuneration package where you'll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, benefits that suit your needs, covering holidays, health and wellbeing and insurance. Plus, we offer:

• Continuous learning: You'll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs.

At SGV, we're all in to shape your future with confidence.

SGV is the largest professional services firm in the Philippines. In everything we do, we nurture leaders and enable businesses for a better Philippines. This Purpose is our aspirational reason for being that ignites positive change and inclusive growth.

Our multidisciplinary teams work across a full spectrum of services in assurance, tax, strategy and transactions, and consulting. Enabled by data, AI and advanced technology, we help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

At SGV, we develop you with future-focused skills and equip you with world-class experiences. We empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.

About the job

In Finance services, we support organizations in addressing the intricacies of financial management and strategic planning. Our solutions encompass financial forecasting, performance enhancement, and risk assessment advisory, empowering businesses to strengthen their financial position and foster sustainable growth. We deliver insights into financial dynamics and operational improvements, ensuring alignment with broader business objectives. Our aim is to equip clients with the tools and knowledge to make strategic financial decisions and thrive in a competitive environment.

Your key responsibilities

As an Associate within the Business Consulting - Finance services, you will:

• Attend selected meetings with the client counterparts to understand their needs and to offer relevant insight and solutions;
• Meet or exceed both Consulting utilization targets and effective utilization targets;
• Utilize Consulting knowledge, methods and tools to support Managers in proposal development (e.g., updating proposal deck, editing proposal documents, etc.)
• Assist in the execution of projects according to the defined approach and methodology with guidance from Seniors and Managers;
• Provide support in gathering data and information to understand the processes through interviews and process walkthroughs with the client counterparts;
• Conduct research and collection of relevant information and knowledge from internal resources to provide value-adding recommendations to the client.

Skills and attributes for success:

• Analytical capability
• Collaboration
• Creative thinking
• Process mapping
• Ability to work under pressure
• Process knowledge such as Accounts payable ledger / Procure-to-Pay, Accounts receivable ledger / Order-to-Cash, General ledger / Record-to-report, GAAP / IFRS knowledge, working capital management, payroll / Hire-to-Retire, etc.
• Basic and/or Advanced financial accounting & reporting
• Financial data and controls, finance operating model, maturity assessment

To qualify for the role, one must have:

• Bachelor's degree in Accountancy, Management Accounting, Accounting Technology, and other Accounting/Finance related courses
• Shift flexibility to accommodate various project demands and global client locations.
• Project management skills
• Strong written, verbal, and presentation skills
• Leadership, teamwork, and client service skills
• Demonstrate integrity within a professional environment

Ideally, one will also have:

• 1-3 years relevant experience in finance-related roles in multinational/international companies.
  Fresh graduates are also welcome to apply.
• Relevant certifications such as CPA, CMA, and other related certifications.

What we offer:

SGV offers a competitive remuneration package where you'll be rewarded for your individual and team performance. We are committed to being an inclusive employer and are happy to consider flexible working arrangements. Plus, we offer:

• Continuous learning: You'll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs.

Joining SGV is a chance to enjoy a personalized career in a culture that promotes diversity and supports growth and development. Our values define the way we work.

At SGV, we're all in to shape your future with confidence.

SGV | Building a better working world

2025 SyCip Gorres Velayo & Co. All Rights Reserved.

Job Description

The Business Consultant collaborates with Sales Channels to achieve Non-core targets by driving sales, scoping clients' ICT needs, and presenting aligned solutions. They provide market insights, oversee project development, and coordinate end-to-end implementation, contributing to process improvement and people management within a unified approach. The role emphasizes a strategic blend of sales support, technical expertise, and holistic project management.

DUTIES AND RESPONSIBILITIES:

• Co-Accountable with the Sales Channels for the shared Non-core (Managed Services & Solutions) target.
• Drives sales counterpart/s to meet sales objectives by providing support, recommendation on appropriate products, services and offers that best address the client requirements as well as resolution of issues through joint visits during sales calls.
• Scope clients' ICT requirement from a technical and business perspective
• Reviews customer profile and data to come up with a design for standard products and assessment of one-off projects
• Work with Product team and Pre-sales for Core to ensure that recommended Business Solutions meet the requirements and suggest a workaround, as necessary.
• Technical presentation of the Solutions recommendation/design, articulating how it addresses the needs based on scoping.
• Provides recommendation, design, costing and proposals to Sales Channels for client presentation.
• Provides regional industry insights to the Product and Marketing team for opportunities for new products for development that are relevant to the Market. Feedback on the industry-relevant product portfolio from information gathered on the ground.
• Participation in the development stage for projects, including but not limited to the sign off for UAT of critical projects and the development and monitoring of POC's to drive growth of the company in top tiered businesses within the focused industries.
• National partnership (membership) with Industry Associations
• Pre-sales support for business solutions (not including technical pre-sales which remains in NTG)
• Coordinates with Service Delivery Manager for the back end requirements and end to end implementation. Shares insights and recommendation on improvement of processes based on field learnings and competitive landscape.
• Partners with other Business Units.
• People Management and Development
• Subject matter expert resource, including but not limited to training and presentations during Industry relevant events.

REQUIREMENTS:

• At least 3 years experience in data analytics, solutions architecture, presales or related field
• Knowledge and actual experience in the following fields: Data Analytics, Databases, Data Warehouse/Lakehouse, Data Management and Governance, Big Data, AI, Cloud Computing
• Bachelor's Degree in any related field

Job Type: Full-time

Work Location: In person

Business Consulting

Location: BGC, Taguig

Work schedule: Hybrid (2-3x Onsite)

JOB DESCRIPTION

The role responsible for understanding our clients' business needs, designing and presenting effective B2B solutions, and driving successful implementations. A Solutions Consultant, will be a key contributor to B2B sales efforts, working closely with the sales team to identify opportunities and deliver value-driven solutions to our clients.

GENERAL JOB SCOPE:

• Co-Accountable with the Sales Channels for the shared Non-core (Managed Services & Solutions) target.

• Drives sales counterpart/s to meet sales objectives by providing support, recommendation on appropriate products, services and offers that best address the client requirements as well as resolution of issues through joint visits during sales calls.

• Scope clients' ICT Cybersecurity requirement from a technical and business perspective
  • Reviews customer profile and data to come up with a design for standard products and assessment of one-off projects

• Work with Product team for ICT to ensure that recommended Business Solutions meet the requirements and suggest a workaround, as necessary.

• Technical presentation of the Solutions recommendation/design, articulating how it addresses the needs based on scoping.

• Provides recommendation, design, costing and proposals to Sales Channels for client presentation.

• Provides regional industry insights to the Product and Marketing team for opportunities for new products for development that are relevant to the Market. Feedback on the industry-relevant product portfolio from information gathered on the ground.

• Participation in the development stage for projects, including but not limited to the sign off for UAT of critical projects and the development and monitoring of POC's to drive growth of company in top tiered businesses within the focused industries.

• National partnership (membership) with Industry Associations

• Pre-sales support for business solutions

• Coordinates with Service Delivery team for the project implementation. Shares insights and recommendation on improvement of processes based on field learnings and competitive landscape.

• People Management and Development

• Subject matter expert resource, including but not limited to training and presentations during Industry relevant solutions for Cybersecurity

REQUIREMENTS:

• 2-5 years of experience in cybersecurity solutions

• 5 or more years of experience as pre-sales or solutions architect designing different cybersecurity products

• Knowledgeable in the following Cybersecurity products: (Endpoint and mobile security, E-mail Security, SASE/SS, Network Security, DDoS & NDR, SOC and GRC solutions, Cloud Security/CNAPP, IAM, IGA, MFA, 2FA,Threat Inte, Cybersecurity Frameworks

• Bachelor's Degree in any related Field

Job Type: Full-time

Work Location: In person

Job Title:

Manager, Client Success Business Consulting

Job Description
Location:

PHL NCR Makati Work-at-Home

Language Requirements:

Time Type:

Full time

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Job Title:

Sr. Consultant, Client Success Business Consulting

Job Description
Location:

PHL Quezon City - Tera Tower 16th Floor

Language Requirements:

Time Type:

Full time

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About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Major Duties:

• Assist in the monthly/quarterly/annual reporting process, preparing analyses and reports of results relative to prior year, prior month, and/or Plan focusing on key business factors driving financial performance.
• Assist in the analysis for and production of monthly/quarterly/annual presentation of results to the Board of Directors.
• Assist in the annual Planning process, compiling information, analysis, and preparing reports.
• Assist in the monthly/quarterly forecast process.
• Actively participate in special projects and ad hoc requests to support the Corporate Controller and group manager.

Knowledge:

• Analytical and problem solving skills required to evaluate financial results.
• Effective written and verbal communication skills are necessary to present relevant information to group senior manager.
• Strong personal computer skills (Excel, Word and PowerPoint) are required to perform analyses and communicate financial information to various constituents.
• Knowledge of accounting, reporting and financial analysis usually acquired through a 4-year degree program or related work experience is required.

Experience:

• 4 - 6 years of related experience in project analysis and management reporting, planning, and analysis.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at .

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.