56 Banking Products jobs in the Philippines

Financial Products Partner

Mandaluyong, National Capital Region ₱80000 - ₱120000 Y Data Analytics Ventures, Inc.

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Job Description

What can you tell your friends when they ask what you do?

The Financial Products Officer is responsible for assisting the Financial Products Head, in the end-to-end management of strategically important financial products including cobrand in support of the overall strategy of the organization.

Responsibilities – How will you do this?

  1. Take ownership and management in the day-to-day account management of assigned financial product/s.
  2. Support the Financial Products Head in managing the end-to-end lifecycle of the financial products: conceptualize, architect, implement, refine, innovate, and retire.
  3. Understand customer needs/wants, identify consumer/market trends, monitor and analyse competition for opportunities to devise strategic and tactical campaigns to maximize program revenues and serve product stakeholders' interests.
  4. Conceptualize and execute marketing programs that increase customer acquisition, activation, usage, awareness, and education at an omnibus level.
  5. Collaborate and grow relationships with internal partners such as the Loyalty Product, Customer Success and Advocacy, Data and Marketing, Partnerships and Business Development, Data Governance, Tech, Finance, and their partners and vendors to ensure alignment in the plans and the building of the assigned products.
  6. Conduct presentation on product/program plans and performance review to internal/external partners and management for evaluation and/or prioritization.
  7. Coordinate/Negotiate with external/internal parties to evaluate program opportunities and long-term partnerships.

To be successful, you'll need:

  • Minimum 5+ years' experience in Product Management and/or Product Marketing Role (experience in banking or financial industry preferred)
  • Excellent presentation skills
  • Experience and understanding in reading and presenting data
  • Proficiency in Office 365
  • Excellent written and verbal communication skills
  • Excellent interpersonal & team working skills
  • Willingness, confidence and ability to take initiative
  • Ability to work well under pressure and produce desired results to strict deadlines
  • Strong work ethic, detail oriented and process driven

About Data Analytics Ventures Inc. (DAVI)

Data Analytics Ventures, Inc. (DAVI) is the Gokongwei Group's loyalty and data analytics company. Aside from managing Go Rewards, the loyalty program of the Gokongwei Group which includes Cebu Pacific and Robinsons Retail Holdings, DAVI also plays a pivotal role in driving consumer insights through data science. This combination enables DAVI to create a loyalty program that delivers on rewarding experiences and harnessing data to fuel business growth.

At DAVI, data is the key to identifying customer patterns and insights. More than just crunching numbers amidst evolving market landscapes, the company aims for meaningful engagement and sustainable growth that will accelerate discovery and action for businesses.

DAVI helps businesses get a deeper understanding of their brand and category performance. The company's insights help businesses to determine growth drivers and opportunities, improve decisions and calibrate business objectives and actions.

DAVI advocates a culture of excellence and teamwork. Everyone is expected to be the very best at what they do and serve as mentors to their colleagues. We believe in building a trusted environment that encourages open dialogue and constructive conflict, where individuals are humble and hungry to learn from each other. We expect excellence of ourselves and others and together, we make excellence contagious.

DAVI offers its employees the chance to be part of the wave of the future as the data industry continues to evolve rapidly. They are empowered to chart the trajectory of their career and have access to programs that help them continuously upskill. As such, the company seeks people who are passionate about uncovering the value and opportunities behind data.

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Financial Services Associate

Taguig, National Capital Region ₱104000 - ₱130878 Y Fujitsu

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Job description:

Responsibilities:

  • Applies accounting rules and procedures to ensure local compliance with documented procedures and accounting standards in posting accounts payable (vendors and staff claims).
  • Keen to details in performing the 2-way and 3-way matching of vendor invoices
  • Ensures Month-end deadlines are consistently met the deadline and with accuracy
  • Processing transactions and performing accounting duties such as account maintenance, recording entries and reconciling vendor/ employee accounts
  • Assist the Team Lead on ad hoc requests during internal and external audit.

Qualifications:

  • Minimum of 2-year work experience in Accounts Payable processing preferably in BPO/ Shared Service setting using SAP
  • Graduate of Bachelor of Science in Accountancy
  • Proficient in MS Office
  • With excellent verbal and written communication skills
  • Willing to work on Philippine holidays
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Financial Services Representative

₱20000 - ₱26000 Y Stark Asia Solutions Inc.

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Job Description

Financial Services Representative

Location: Cebu City

Work Setup: Onsite | Shifting Schedule

Shape Your Career in Customer Experience

Join a team where your skills make a real impact. As a Financial Services Representative, you will be the trusted voice that guides customers through their financial concerns—providing accurate solutions, professional support, and a seamless service experience. This is more than just a job; it's an opportunity to build a fulfilling career in a fast-paced and rewarding industry.

Qualifications:

  • College graduate, or at least 2 years in college (with valid proof)
  • Minimum of 1 year BPO experience in a Financial Account, OR 2 years international BPO experience (Voice)
  • Excellent communication skills in English, both verbal and written

What's in it for you:

  • Competitive salary package ranging from ₱20,000 – ₱26,000
  • 10% Night Differential pay
  • HMO coverage
  • Fixed weekends off to maintain work-life balance
  • Additional perks and continuous career growth opportunities
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CSR – Financial Services

Taguig, National Capital Region Bill Gosling Outsourcing

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Job Description

Join our growing team as a Customer Service Representative in Taguig City

Handle inquiries from customers in a financial services account.

Provide outstanding support and be rewarded with bonuses, perks, and growth opportunities.

This is a full-time, onsite role at our BGC office.

At least 2nd Year College (No BPO experience needed)

SHS/HS Grad with 6 months BPO experience

Strong English communication skills

Willing to work onsite & on shifting schedules

Bonuses

  • ₱10,000 Graduation Bonus
  • Signing Bonus
  • Performance, Attendance & Complexity Bonuses
  • Referral Bonus (Earn up to $180 per hire – unlimited)

Health & Security

  • HMO on Day Dependents
  • Free Life Insurance

Training & Growth

  • Paid Training – Earn while you learn
  • Career growth in as fast as 6 months

Fun Extras

  • Free coffee on Day 1
  • Graduation Raffle – 3 Lucky Winners per batch
  • Monthly fun events

Oct 27 – CSR (Financial)

Nov 3 – CSR (HVAC), CSR (Financial)

Nov 10 – CSR, Collections, CSR (Financial)

Nov 24 – CSR (HVAC)

Dec 8 – CSR (Non-Voice), CSR (HVAC)

Apply now and start your BPO journey with Bill Gosling Outsourcing

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Financial Services Associate

Taguig, National Capital Region ₱900000 - ₱1200000 Y Fujitsu Philippines Global Delivery Center

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Job Description

Company description:

At Fujitsu, we've been driven to create a sustainable world through innovation since 1935. Today, we lead in digital transformation globally with our 130,000 employees across 50+ countries. We empower our diverse community to achieve greatness through career development and opportunities. Explore our internal positions and join us in shaping a brighter future. Thank you for being a part of Fujitsu. We look forward to growing together toward a brighter future.

Job description:

Responsibilities:

  • Applies accounting rules and procedures to ensure local compliance with documented procedures and accounting standards in posting accounts payable (vendors and staff claims).
  • Keen to details in performing the 2-way and 3-way matching of vendor invoices
  • Ensures Month-end deadlines are consistently met the deadline and with accuracy
  • Processing transactions and performing accounting duties such as account maintenance, recording entries and reconciling vendor/ employee accounts
  • Assist the Team Lead on ad hoc requests during internal and external audit.

Qualifications:

  • Minimum of 2-year work experience in Accounts Payable processing preferably in BPO/ Shared Service setting using SAP
  • Graduate of Bachelor of Science in Accountancy
  • Proficient in MS Office
  • With excellent verbal and written communication skills
  • Willing to work on Philippine holidays
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Financial Services Professional

Taguig, National Capital Region ₱720000 - ₱960000 Y Hawthorne Digitals

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Job Description

Role: FINRA Licensed Series 6 or 7

Work Set-up: Onsite

Site Location: BGC, Taguig

Schedule: night shift

Salary: up to 80K

Target Start date: ASAP

Qualifications:


• SHS Grad or Completed at least 2 years in college, with no back subjects


• FINRA Licensed Series 6 or 7 is required


• Willingness to work on night shift


• Must be willing to work onsite in Taguig


• Excellent verbal and written English communication skills

Process:


• Talkpush QR Code/link


• Endorsement via email


• Talkscore


• HR Int


• Ops Int


• Job Offer

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Financial Services Officer

₱1200000 - ₱2400000 Y UnionBank of the Philippines (UBP)

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Job Description

Job Description

  1. Delivery quality service

-Acknowledge client complaints and immediately address and resolve to their satisfaction

  • Anticipates potential problem situations and raise them to supervisors and help draw plans to address such potential problems

  • Coordinates with the supervisors to produce and prioritized job and when necessary reorganized to meet deadline changes and updates

  • Recommends to supervisors new or revise procedures , forms reports layout that will improve the productivity and the quality or service in the team

  • Ensure that process assigned to him or her met required sigma level

  • Manage efficient process

  • Ensure process assigned to him/ her are done within the standard processing time, meet approved production schedules and specification and within the budgeted cost

  • Help supervisor to determine weekly man power needs of the team by providing information on workload requirements

  • Submit required operating data on time and report process deviations to supervisors for corrective action

  • Performance maintenance of equipment's and facilities to maximize the uptime and utilizations of capital equipment assets

  • Under go cross training as may be assigned by supervisors

  • Recommend continuous improvement plans or possible 6 sigma projects support related activities

  • Perform other duties that are required of the supervisors and the bank

  • Comply with policies and standards

  • Obey policies and conform to practice, procedures and work rules appropriate for the unit

  • Pass audit and controls exercise by maintaining a low risk rating

  • Conduct periodic self-audit to ensure compliance of process and quality service delivery standards

  • Accomplish control plans and ensure that outputs meet or exceed all established quality requirements and commitments

  • Regularly adhere and update control functions checklist

  • Implements and comply with safety programs and housekeeping

  • Effectively communicate and supervisor improvement areas and participate actively regular mentoring activities

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Financial Services Representative

Taguig, National Capital Region ₱150000 - ₱250000 Y Wells Fargo Philippines

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Requirements

  • Candidate must possess at least a Bachelor's/College Degree on Business Studies/Administration/Management, Communications/PR, Economics, Finance, Marketing, Mathematics.
  • Fresh Grad / Entry Level specializing in Banking/Financial Services or equivalent.

Responsibilities

About this role:

Wells Fargo is seeking an Associate Customer Service Representative. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow.

In this role, you will:

  • Support functional area or process; seek ways to improve individual work processes within established procedures
  • Perform a variety of routine administrative, transactional, operational, or customer support tasks to develop skills
  • Regularly receive direction from manager and escalate questions and issues to more senior roles
  • Interact with immediate team on basic information, plus internal and external customers if a customer support role
  • Attend classroom training, self-study assignments, workshops, networking, or other events, as appropriate

Additional Requirements

Qualifications:

  • Must be a graduate of a 4-year Banking & Finance and Business related courses, preferably from the following: Banking & Finance, Financial Management, Economics, Business Management, Marketing Management, Entrepreneurship, Operations Management, Office Administration, Mathematics, English, Communication
  • Fresh Graduates 2024 and 2025 without work experience and candidates with less than 6 months experience are welcome to apply
  • Candidates for October 2025 graduation are welcome to apply
  • Amenable for a voice performing function
  • Must be amenable to work onsite in McKinley Hill, Taguig
  • Must be amenable to work in shifting schedules, which includes graveyard, weekends and holidays.
  • Must be open to split day-offs/ rest days.

Additional Info

  • Location: Taguig City, National Capital Region (NCR).
  • Full Time position(s) are available.
  • Number of vacancies: 20.

About Us

Please visit the link send your

Wells Fargo Philippines enables global talent capabilities for Wells Fargo Bank NA., by supporting business lines and staff functions across Operations, Risk and Compliance, Project Management, Finance & Accounting and Data Analytics. We operate in Taguig City, Metro Manila.

Wells Fargo's presence in the Philippines is not new.

  • Wells Fargo opened an office in the Philippines in 1901 to handle money, valuables, and goods by sea
  • In 1918, Wells Fargo's worldwide express business ended, but banking services continued with foreign correspondent connections to Asia.
  • In 1976, Wells Fargo's Global Financial Institution (GFI) business began providing trade, payments, deposits, credit, and other banking solutions to customers in the country
  • Wells Fargo Global Remittance Services has been available in the Philippines since 1994. Most recently, Wells Fargo tripled its remittance payout locations in the Philippines.
  • Wells Fargo Philippines is an active member of the Information Technology and Business Process Management Association of the Philippines (IBPAP), Global In-house Center Council (GICC) and Contact Center Association of the Philippines (CCAP).
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Financial Services Representative

₱360000 - ₱840000 Y Spring Financial

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Compensation & Benefits

  • Base Pay: 28,000-35,000 pesos/monthly
  • Paid Time Off
  • Internet Grant (Worth 2,000 pesos)
  • Performance Bonus 1,000 - 5,000 pesos/week
  • You'll receive ongoing training from our Team Managers, who have previously performed the same job and will help you to master it

3 Key Responsibilities:

1. Objection Handling & Credit Rebuilding Sales:

  • Engage in inbound calls with customers who have been declined for loans, understanding their concerns and effectively addressing objections.
  • Pitch and sell credit rebuilding products that align with the customer's financial goals and circumstances.
  • Maintain a positive and empathetic approach to turn potential rejections into successful sales.

2. Customer Education & Support:

  • Provide clear and concise financial education to customers about credit rebuilding strategies and the benefits of the offered products.
  • Ensure customers fully understand the product offerings, terms, and how they can improve their credit score.
  • Offer ongoing support and follow-up to guide customers through their credit rebuilding journey.

3. CRM Management & Process Optimization:

  • Accurately document customer interactions, objections, and sales outcomes in the CRM system.
  • Leverage CRM data to identify trends and refine objection-handling techniques for improved conversion rates.
  • Collaborate with the team to optimize sales processes, share insights, and contribute to continuous improvement efforts.

Desired Skills & Abilities:

  • 3 or more years of proven sales experience, ideally in financial services.
  • Strong communication skills in English, and being able to speak French is a plus
  • Expertise in objection handling and negotiation.
  • Familiarity with CRM systems, with Salesforce experience preferred.
  • Ability to thrive in a fast-paced, multitasking environment.

About Us:

Founded in 2014, Spring Financial has spent the last 10 years simplifying the lending process for millions of Canadians providing a wide range of solutions to effectively manage various financial circumstances. In the process, we've become the largest fintech loan originator in the country with over 80,000 monthly applicants Today, Spring offers personal lending, credit building, mortgages & savings products, and a growing range of financial services, all of which are made available to Canadians from the comfort of their own home and without having to visit a branch

We have an ambitious roadmap that will enable us to build on our best-in-class customer acquisition and origination platform. Our goal is to create solutions and innovative new products for our end consumers, including next-gen credit cards and other data-based fintech products. We are dynamic entrepreneurs who operate with a real sense of urgency. We have created some of the best in market products and sales processes allowing millions of Canadians to get access to financing online, via text or over the phone – all from the comfort of their own home To learn more about our offerings please visit our website here:

Recruitment Process:

  1. Initial Contact: Our Talent Acquisition Coordinator will reach out to you to confirm details of your experience and what you are looking for.
  2. Interview with Hiring Manager: If the hiring manager is interested, we will schedule an interview with department managers to discuss your suitability for the role.
  3. Background Check: Successful candidates will proceed to a background check, which includes verifying your work-from-home setup and identity.
  4. Talent Acquisition Discovery Call: We will discuss common policies and arrangements related to our work-from-home setup with you.
  5. Offer and Onboarding: We will then provide the necessary documents for your job offer and start the onboarding process.
  6. IT Setup: Finally, we will then schedule a call with our Technical Team to setup your computer making sure you're all setup for your first day
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Officer, Financial Services

₱250000 - ₱500000 Y Travel + Leisure Co.

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We Put the World on Vacation

Travel + Leisure Co. is the world's leading vacation ownership and travel membership company, with a dynamic and growing portfolio of resort, travel club, and lifestyle travel brands. Our dedicated associates help the company achieve its mission to put the world on vacation. Innovation and growth keep our work interesting and fun. Every day is a chance to learn something new and turn vacation inspiration into exceptional experiences for millions of travelers worldwide.

KEY RESPONSIBILITIES What does this position aim to do?

  • Effectively handle a substantial influx of incoming calls pertaining to loan and dues accounts within the portfolio.
  • Initiate outbound calls to collect payments or arrange payment plans for delinquent accounts pertaining to dues and loans.
  • Accurately evaluate, identify, and promptly address inquiries from owners in a timely and efficient manner to proactively prevent any potential issues, while simultaneously fostering relationships through interactive communication to achieve utmost owner satisfaction. Thoroughly assess customer accounts using the appropriate tools and methodologies to determine the most suitable and necessary course of action. Offer suitable solutions and alternatives within the designated timeframe. Conduct follow-ups to ensure successful resolution, submit any required adjustments, and ensure meticulous documentation of the transaction is duly recorded.
  • Collaborate with other departments to ensure owners receive timely and effective service to their account. (25% time)
  • Performs other duties as needed

MINIMUM POSITION QUALIFICATIONS What should the position holder be and have?

  • High school diploma or G.E.D. equivalent
  • Complete product training in two or more of the products/functional areas (SVC, WVR, WbW)
  • Demonstrate proficiency in one or more of the products/functional areas listed above (SVC, WVR, WbW)
  • Excellent problem-solving, and decision-making abilities
  • Detail-Oriented
  • Ability to work in a continually changing environment
  • Excellent communication skills
  • Strong interpersonal skills
  • Ability to interact with multiple levels of the organization
  • Strong work ethic with high level of integrity and ethics.
  • Collaborative and relational work style with proven success in a team environment
  • Ability to work within a structured schedule and a variety of shifts, which may include Holidays, evenings, mornings, and/or weekends as pre-determined by business need.
  • Ability to use basic math skills including addition, subtraction, multiplication, and division, along with intermediate data entry/typing skills in an office or service center environment
  • Ability to use active listening skills to better understand the owner's needs; ability to empathize with others' needs and respond sensitively; ability to use good judgment to respond to objectives successfully
  • In some limited instances, proficiency in Japanese, Portuguese, Spanish or other language is preferred
  • Working knowledge of Microsoft Word and Excel
  • Good math aptitude and strong ability to type
  • Two years customer service experience
  • Financial background is preferred

Where Memories Start with You

Hospitality is at the heart of all we do at Travel + Leisure Co. Here, you'll find an inclusive environment where we deliver excellence and take time to have fun, celebrate together, and support one another. We're always looking ahead to what's next and how we can strengthen our business, its neighboring communities, and the customer experience. Join our global team and build a career where memories start with you.

We are an equal opportunity employer, and all applications will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to , including the title and location of the position for which you are applying.

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