Showing 130 Banking jobs in Makati
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
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Banking Account
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We're growing and we want YOU to be part of our Customer Service Representative team in Metro Manila
Experience a one-day hiring process and salary offer up to 25K plus monthly commissions
Your Day-to-Day:
Handle customer inquiries, provide solutions, and resolve issues across various channels.
Offer accurate information about products, services, and company policies.
Process orders, returns, and account updates efficiently.
Maintain high standards of customer service and satisfaction.
Meet performance targets for productivity, quality, and customer satisfaction.
Document interactions and transactions accurately.
Qualifications:
High school diploma or equivalent required; customer facing work experience is a plus.
No prior customer service experience necessary—we provide comprehensive training
Strong communication and interpersonal skills.
Attention to detail and effective problem-solving abilities.
Ability to work in a fast-paced environment and adapt to changing customer needs.
Proficiency with customer service tools and systems is a plus but not required.
Why You Should Apply:
Competitive Salary (up to 25K)
Monthly Commissions
Fast-Track Career Growth for top performers
HMO with 2 FREE Dependents from Day 1
Free Coffee and Biscuits at the office (because work should be enjoyable)
Pioneer Accounts (including Non-voice and Easy Accounts)
Incentives, Signing Bonuses, and More Premium Perks
Flexible Shifts (Day, Mid, and Night)
Life Insurance & Retirement Plan for qualified team members
Work-life balance is real here. Join a team that values growth, fun, and making a difference. Whether you're new to customer service or looking to elevate your career, we have a place for you
Ready to take your career to the next level? Let's chat about how you can grow with us—apply today
Job Type: Full-time
Pay: Up to Php25,000.00 per month
Benefits:
- Additional leave
- Free parking
- On-site parking
- Paid training
- Pay raise
Work Location: In person
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Corporate Finance/Investment Banking Senior Associate
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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
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Training Manager – Banking
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HIRING: Training Manager – Banking / Mortgage / Insurance (BPO)
Work Onsite | Full-time | Competitive Salary + Growth Opportunities
Are you a passionate training leader ready to take your career to the next level?
We're looking for an experienced Training Manager with strong background in the Banking, Mortgage, and Insurance domain to join our growing team
If you excel at coaching, stakeholder management, and developing high-performing teams, this role is perfect for you.
Qualifications:
- 2–3 years BPO experience as Assistant Training Manager or equivalent (Banking / Mortgage / Insurance)
- Bachelor's degree graduate
- C1 or higher English proficiency level
- Certifications in Training & Development a plus
Key Skills & Competencies:
- Excellent communication and stakeholder management
- Expertise in training needs analysis and performance improvement
- Solid knowledge of BFSI products and services
- Strong grasp of adult learning principles and training methodologies
- Proficient in Microsoft Excel & PowerPoint
- Strong sense of ownership, collaboration, and emotional intelligence
Why Join Us?
Work with a supportive and collaborative leadership team
Opportunity to shape training strategy for a top global account
Competitive pay, career growth, and continuous learning environment
Apply today and build the next generation of training excellence with us Send your CV to
Job Type: Full-time
Pay: Php110, Php130,000.00 per month
Benefits:
- Paid training
Work Location: In person
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Banking Support Representative
Posted 11 days ago
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Join our growing Financial Services team! As a Financial Customer Service Representative, you will handle inquiries related to financial accounts, assist customers with transactions, and provide excellent support through voice or non-voice channels. You’ll help resolve billing, payment, and account concerns while maintaining accuracy and professionalism.
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Local Banking Account
Posted 11 days ago
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Start Date: September Class
We are urgently hiring for a Customer Service Representative to join a Local Banking Account (RCBC MHR) at our Makati site.
Qualifications:
-Senior High School Graduate (K–12)
-At least 6 months BPO experience in a financial account (local or international)
-Conversive in English Language
-With Incentives + Night Diff.
-Amenable to work Onsite (ANE Makati)
Compensation Package:
-Up to ₱20,000 Basic Pay (Based on Experience)
-₱,000 Non-Taxable Allowance
- 500 Program Allowance
Hiring Process:
No Operations or Final Interview required
Direct job offers upon:
Passing CSVAR (B2 Level)
Passing Moodle Assessment
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Investment Banking Deal Officer
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JOB SUMMARY
Supports the day-to-day activities of the Origination and Execution Division.
JOB DESCRIPTION
- Discusses and develops the term sheet or the structuring for a deal/transaction.
- Prepares project proposals for approval and/or presentation to various approving bodies.
- Consolidates various analytical and data driven components for debt financing, equity financing, financial advisory services, project finance, and other investment banking transactions.
- Conducts financial analyses.
- Analyses general information on the company, the company's industry, and the transaction.
- Develops and sensitizes financial models and/or valuations for financing, deal structuring, and cash flow feasibility.
- Prepares and assembles information requests, due diligence lists, confidentiality agreements, etc.
- Prepares pitchbooks and other marketing material.
- Assists the seniors in deal origination and client management.
- Prepares portions of or entire transaction documents such as the information memoranda, company briefs, fact sheets, etc. To include descriptive discussions on specific attributes and pertinent information about the company, its industry, and the transaction. Creation of charts and other visuals, financial data, etc.
- Participates in meetings, negotiations, and discussions with clients, clients' advisors, potential investors, participating lenders/arrangers, regulatory agencies, and other parties involved in the transaction.
- Assists the seniors in deal execution and closing activities.
- Ensures that transactions are properly documented, and KYC standards are complied with and maintained.
- Coordinates with and provides documents to internal and external auditors.
- Performs other duties and responsibilities as may be assigned from time to time by the seniors.
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Business Banking Sales Officer
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The Role
As a Sales Officer, you are responsible for generating the target revenue by offering or delivering the financial services or products to the MSME customers either thru sourcing of own leads and/or working with brokers accredited by Business Banking and Home Loans and agents accredited by SBF. The role requires organizing visibility of all touchpoints, closely engaging the brokers to maximize their referrals, and tracking their production in line with the Bank's reward system for Brokers in general. The responsibility also includes giving BetterBanking quality of service to the Brokers' clients for opportunities to expand relationships sans the Broker involvement.
How you'll contribute
- Sells the Bank's MSME products thru the different broker groups within the Bank to meet monthly sales targets. Ensures proper execution, pre-screening/KYC, and closing of transactions for the brokers' clients.
- Implements marketing programs, showcases, sales blitzes, and other campaigns. Leads the cadence for the Broker Awarding events and ensures the Business Banking Support Team tracks the production of the Brokers for the rewards.
- Gives regular updates to partners as to their performance, new product offers, promotions, policies, processes, and turnaround time.
- Conducts product training, orientation, or refreshers to the brokers. These include the conduct of MSME education or financial literacy seminars.
- Conducts sales calls on own leads or broker leads
- Performs the regulatory AMLA/Beneficial Ownership due diligence on corporate accounts referred by Brokers who are not yet SBC depositors. Applicable to loan amounts P5M and above.
- Looks out for own training needs to further enhance product knowledge and skills and aptitude in customer service and handling of difficult situations and rejections
What we're looking for
- With minimum of 1 year experience in Sales and Lending
- Willing to do field work to meet clients
- Bachelor's Degree in any field
About Security Bank
Security Bank is one of the Philippines' best capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking. We're recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.
Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes' World's Best Employers 2023 list.
At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): "YOU matter."
Start your BetterBanking career with us today.
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Training Manager-Banking Domain
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Job title: Training Manager(Mortgage and Insurance)
Budget:PHP 110K
Work location: Makati
Work Arrangement: Work On Site
Shift Schedule: GY
Hiring Requirements:
•At least 2-3 years of BPO experience as an Assistant Training Manager or equivalent in Banking Domain (Insurance and Mortgage)
•Graduate with a bachelor's degree
•C1 and above language profile
•Certifications in training and development are a plus
Minimum Skill Requirements:
Communication & Interpersonal Skills
•Strong verbal and written communication
•Stakeholder management
•Coaching and mentoring
Core Domain Knowledge
•Understanding of BFSI products and services
•Strong understanding of adult learning principles and various training methodologies
Training Needs Analysis
•Expertise in identifying training needs through various methods
•Ability to monitor and evaluate the effectiveness of training programs, measure ROI, and make data-driven improvements
Quality Assurance (QA) & Performance Management
•Understanding of how training impacts quality and performance metrics.
•Ability to work with QA and operations teams to align training with business goals and compliance standards
Advanced Microsoft Office skills (Excel, PowerPoint)
Organizational & Time Management
•Exceptional organizational skills, ability to plan, manage time, and multitask effectively in a fast-paced environment.
Minimum Behavioral competencies
•Accountability and Ownership
•Emotional Intelligence
•Collaboration and Teamwork
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Banking and Finance Officer
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Job Title: Banking and Finance Officer
Location: San Isidro Makati
Employment Type: Full-time
About the Role
We are looking for a detail-oriented and dependable Banking and Finance Officer to oversee financial activities in support of our lending operations. The role involves handling day-to-day banking transactions, monitoring multiple bank accounts, ensuring proper reconciliation, and providing financial oversight to maintain smooth loan releases and collections.
Key Responsibilities
- Monitor, track, and reconcile multiple bank accounts used for loan disbursements, collections, and operational expenses.
- Handle daily banking transactions including deposits, withdrawals, fund transfers, and loan releases.
- Prepare and update financial reports, cash flow summaries, and reconciliation schedules.
- Coordinate with the Collection and Legal teams to ensure accurate posting of client payments and settlements.
- Manage fund allocations to ensure sufficient balances for loan disbursements and company operations.
- Ensure compliance with internal controls, company policies, and banking regulations.
- Provide management with timely financial analysis, forecasts, and recommendations.
- Support internal and external audits by preparing required schedules and documentation.
Qualifications
- Bachelor's degree in Accounting, Finance, Banking, or related field.
- At least 3 years of experience in banking, finance, or lending industry.
- Strong knowledge of bank account management, reconciliations, and financial reporting.
- Proficient in MS Excel and accounting/finance systems.
- Excellent analytical, organizational, and communication skills.
- High sense of responsibility, confidentiality, and attention to detail.
What We Offer
- Competitive salary and performance-based incentives.
- Career growth opportunities in a fast-growing lending company.
- Supportive and collaborative work environment.
Job Types: Full-time, Permanent
Pay: Php25, Php40,000.00 per month
Benefits:
- Company events
- Health insurance
- Opportunities for promotion
- Paid training
- Pay raise
- Promotion to permanent employee
Work Location: In person
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