5,109 Retail Banking jobs in the Philippines

Job Description

Business Generalization

• Plans, organizes, leads and undertakes business generation programs, specifically to increase account base (number of depositors) and total funds portfolio.
• Conducts continuing market survey to pinpoint prospective clients, determines their banking requirements and what the competition is providing them; determines products and services appropriate to client's specific requirements and packages these accordingly to outflank competition.
• Regularly conducts business calls and presentations to prospective clients; accomplishes and submits a Call Report of all marketing activities/sales calls to the Region Business Head.
• Conducts periodic calls to existing clients to determine their perception of the bank's products and service quality as well as explore opportunities for cross-selling, leveraging, and relationship improvement.
• Provides specific guidelines (i.e., standing instructions) to branch service personnel on the scope of relationships to be established/maintained for every client.
• Formulates and executes strategies to ensure attainment of business volume/budget.
• Screens and evaluates credit worthiness of clients who request for credit accommodations (e.g., credit cards, auto loans, mortgage, business line, and/or bills purchase line); endorses credit applications with complete justification and documentation requirements to the Regional Office for further endorsement/processing.
• Harnesses the resources of all support or of other business units for more efficient client base conversion and deposit generation, as well as to provide clients with meaningful and competitive products and services (i.e., includes sales leads conversion activities, auto loans/credit cards/business line/bank assurance etc. referrals/production).

Operations and Service Quality

• Ensures that customer requests, suggestions, and complaints are immediately and satisfactorily addressed/resolved by concerned personnel and/or units.
• Co-signs instruments and transaction documents which require counter-signatures within policies and defined signing authorities.
• Coordinates with the Branch Manager in ensuring that all branch service and operations personnel are oriented with bank products and services, and are trained on basic selling skills; encourages them to take advantage of every opportunity to cross –sell and regularly coaches them on how to cross-sell.
• Coordinates with the Branch Manager in ensuring that the branch projects the image of a progressive, efficient, and stable bank that is worthy of patronage through:
• Well-appointed display of Head Office-provided promotional materials on bank products and services; and
• Well-trained, smartly dressed, courteous, and customer service-oriented personnel
• Co-conducts with the Branch Manager regular branch staff meetings for disseminating information on new products/services, coordination issues between the RM and the service & operations personnel, handling of specific accounts, etc.

Qualification

• Competence in UBP selling competencies; prospecting and contracting; pre-call planning; customer-focused selling, and relationship management
• Competent knowledge of UBP products and services
• Stays abreast of banking and financial services industry practices
• Seniority Level, Mid-Senior level
• Industry: Banking
• Employment Type: Full-time
• Job Functions: Sales, Business Development, Accounting/Auditing
• Interpersonal Skills
• Customer Relationship Management (CRM)
• Proposition
• Communication
• Sales Operations
• Analytical Skills
• Project Management
• Dialog Programs
• Lead Generation

Business Generalization

· Plans, organizes, leads and undertakes business generation programs, specifically to increase account base (number of depositors) and total funds portfolio.

· Conducts continuing market survey to pinpoint prospective clients, determines their banking requirements and what the competition is providing them; determines products and services appropriate to client's specific requirements and packages these accordingly to outflank competition.

· Regularly conducts business calls and presentations to prospective clients; accomplishes and submits a Call Report of all marketing activities/sales calls to the Region Business Head.

· Conducts periodic calls to existing clients to determine their perception of the bank's products and service quality as well as explore opportunities for cross-selling, leveraging, and relationship improvement.

· Provides specific guidelines (i.e., standing instructions) to branch service personnel on the scope of relationships to be established/maintained for every client.

· Formulates and executes strategies to ensure attainment of business volume/budget.

· Screens and evaluates credit worthiness of clients who request for credit accommodations (e.g., credit cards, auto loans, mortgage, business line, and/or bills purchase line); endorses credit applications with complete justification and documentation requirements to the Regional Office for further endorsement/processing.

· Harnesses the resources of all support or of other business units for more efficient client base conversion and deposit generation, as well as to provide clients with meaningful and competitive products and services (i.e., includes sales leads conversion activities, auto loans/credit cards/business line/bank assurance etc. referrals/production).

Operations and Service Quality

· Ensures that customer requests, suggestions, and complaints are immediately and satisfactorily addressed/resolved by concerned personnel and/or units.

· Co-signs instruments and transaction documents which require counter-signatures within policies and defined signing authorities.

· Coordinates with the Branch Manager in ensuring that all branch service and operations personnel are oriented with bank products and services, and are trained on basic selling skills; encourages them to take advantage of every opportunity to cross –sell and regularly coaches them on how to cross-sell.

· Coordinates with the Branch Manager in ensuring that the branch projects the image of a progressive, efficient, and stable bank that is worthy of patronage through:

· Well-appointed display of Head Office-provided promotional materials on bank products and services; and

· Well-trained, smartly dressed, courteous, and customer service-oriented personnel

· Co-conducts with the Branch Manager regular branch staff meetings for disseminating information on new products/services, coordination issues between the RM and the service & operations personnel, handling of specific accounts, etc.

Qualification:

• Competence in UBP selling competencies; prospecting and contracting; pre-call planning; customer-focused selling, and relationship management
• Competent knowledge of UBP products and services
• Stays abreast of banking and financial services industry practices

Business Generalization

· Plans, organizes, leads and undertakes business generation programs, specifically to increase account base (number of depositors) and total funds portfolio.

· Conducts continuing market survey to pinpoint prospective clients, determines their banking requirements and what the competition is providing them; determines products and services appropriate to client's specific requirements and packages these accordingly to outflank competition.

· Regularly conducts business calls and presentations to prospective clients; accomplishes and submits a Call Report of all marketing activities/sales calls to the Region Business Head.

· Conducts periodic calls to existing clients to determine their perception of the bank's products and service quality as well as explore opportunities for cross-selling, leveraging, and relationship improvement.

· Provides specific guidelines (i.e., standing instructions) to branch service personnel on the scope of relationships to be established/maintained for every client.

· Formulates and executes strategies to ensure attainment of business volume/budget.

· Screens and evaluates credit worthiness of clients who request for credit accommodations (e.g., credit cards, auto loans, mortgage, business line, and/or bills purchase line); endorses credit applications with complete justification and documentation requirements to the Regional Office for further endorsement/processing.

· Harnesses the resources of all support or of other business units for more efficient client base conversion and deposit generation, as well as to provide clients with meaningful and competitive products and services (i.e., includes sales leads conversion activities, auto loans/credit cards/business line/bank assurance etc. referrals/production).

Operations and Service Quality

· Ensures that customer requests, suggestions, and complaints are immediately and satisfactorily addressed/resolved by concerned personnel and/or units.

· Co-signs instruments and transaction documents which require counter-signatures within policies and defined signing authorities.

· Coordinates with the Branch Manager in ensuring that all branch service and operations personnel are oriented with bank products and services, and are trained on basic selling skills; encourages them to take advantage of every opportunity to cross –sell and regularly coaches them on how to cross-sell.

· Coordinates with the Branch Manager in ensuring that the branch projects the image of a progressive, efficient, and stable bank that is worthy of patronage through:

· Well-appointed display of Head Office-provided promotional materials on bank products and services; and

· Well-trained, smartly dressed, courteous, and customer service-oriented personnel

· Co-conducts with the Branch Manager regular branch staff meetings for disseminating information on new products/services, coordination issues between the RM and the service & operations personnel, handling of specific accounts, etc.

Qualification:

• Competence in UBP selling competencies; prospecting and contracting; pre-call planning; customer-focused selling, and relationship management
• Competent knowledge of UBP products and services
• Stays abreast of banking and financial services industry practices

Basic Qualifications

• Amenable to start ASAP (On-boarding happens every Tuesday)
• Amenable to work onsite
• Amenable to handle a pioneer account
• Amenable to handle a team for a voice process
• At least 2nd year college finisher with no back subjects
• Experience in handling billing, financial, retail banking and insurance account is an advantage

Education and Experience

• 1 year of previous supervisory experience in a customer service.
• Serve as a Call Center leader who routinely utilizes his/her extensive skills/knowledge gained through previous Call Center experience and training in the Customer Service Career Path Program.
• Preferrable with life insurance account experience.

Accountabilities:

• Mentor co-workers in developing their skills and knowledge; shares information to help them successfully serve the customer on a daily basis.
• Encourage continuous learning by assisting the staff in determining the appropriate solution with questions about claims, benefits, enrollment, billing and administrative items.
• Identify process improvement opportunities and make recommendation to enhance the member's experience or meet company goals.
• Responsible for bringing to closure member and provider issues, which may require researching and written or verbal response.  This may require handling complicated issues and irate members.
• Handle escalated telephone callers and take all steps needed to bring the issue to closure.  Will continue to be responsible to work all shifts, based o business need and Call Center coverage priorities.
• Flexibility on changing shifts is required.

Success Criteria:

Position requires that the employee must routinely demonstrate:

• "Can Do" positive attitude, leadership/mentoring qualities and respect for peers and management.
• Participation in Call Center meetings that will include the sharing of information regarding staff performance and opportunities for improvement and the ability to respect the confidentiality of this information as it is shared in an effort to assist the Team Facilitator in their coaching and mentoring role.
• Customer focus both internally and externally with patience and team spirit.
• Accountability and ownership for customer issues/problems.
• Exceptional quality skills

• Composure
• Customer Focus/Communication
• Dependability/Adaptability

Be part of the dynamic branch lending team as an Account Officer in either North Luzon Region (Kalookan-based), South Luzon Region (Cubao-based) or VisMin Region (Cebu-based). As an Account Officer you will take ownership in soliciting and generating new middle market accounts to build up the loan portfolio of the team as well as grow existing accounts.

Job Requirements:

• At least 3 to 5 years banking experience in sales and marketing, credit and lending, portfolio and account management
• With proven track record in account acquisition and maintenance
• With own client/account portfolio
• Good program lending function exposure and working knowledge in CTS Financing are plus factors
• Fluency in Fookien is an advantage

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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

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

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

Ready to shape the future of work?

At Genpact, we don't just adapt to change—we drive it. AI and digital innovation are redefining industries, and we're leading the charge. Genpact's AI Gigafactory , our industry-first accelerator, is an example of how we're scaling advanced technology solutions to help global enterprises work smarter, grow faster, and transform at scale. From large-scale models to agentic AI , our breakthrough solutions tackle companies' most complex challenges.

If you thrive in a fast-moving, tech-driven environment, love solving real-world problems, and want to be part of a team that's shaping the future, this is your moment.

Genpact (NYSE: G) is an advanced technology services and solutions company that delivers lasting value for leading enterprises globally. Through our deep business knowledge, operational excellence, and cutting-edge solutions – we help companies across industries get ahead and stay ahead. Powered by curiosity, courage, and innovation , our teams implement data, technology, and AI to create tomorrow, today. Get to know us at and on LinkedIn , X , YouTube , and Facebook .

Inviting applications for the role of Process Developer, Customer Service

In this role, you will support customers in English via calls and emails.

Responsibilities

• Receive and respond to customer calls, emails and chats; capture and verify required information
• Support customer enquiries with empathy regarding financial products and services in an efficient and timely manner
• Resolve customer issues and concerns in a professional and efficient manner
• Maintain accurate records of customer interactions and resolutions
• Effectively communicate solutions and recommendations to clients
• Stay up to date with product and service offerings to provide accurate information to customers
• Meet or exceed established performance metrics, such as response time and customer satisfaction
• Meet or exceed quality assurance targets
• Effective Client Account Management to drive client advocacy

Qualifications we seek in you

Minimum Qualifications

• High School or Senior High School Graduate
• customer service experience, preferably in financial services
• Strong written and verbal communication skills
• Strong numeracy and problem-solving skills
• Ability to work in a fast-paced environment and handle a high volume of customer inquiries
• Strong attention to detail and ability to maintain accurate records. - Positive and professional attitude

Open to flexible schedule, including evenings and weekends

• Communication (written / insights synthesis and reporting in a presentation)
• Decision making / critical thinking.

Why join Genpact?

• Be a transformation leader – Work at the cutting edge of AI, automation, and digital innovation

• Make an impact – Drive change for global enterprises and solve business challenges that matter

• Accelerate your career – Get hands-on experience, mentorship, and continuous learning opportunities

• Work with the best – Join 140,000+ bold thinkers and problem-solvers who push boundaries every day

• Thrive in a values-driven culture – Our courage, curiosity, and incisiveness - built on a foundation of integrity and inclusion - allow your ideas to fuel progress

Come join the tech shapers and growth makers at Genpact and take your career in the only direction that matters: Up.

Let's build tomorrow together.

Genpact is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex/age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Genpact is committed to creating a dynamic work environment that values respect and integrity, customer focus, and innovation.  

Furthermore, please do note that Genpact does not charge fees to process job applications and applicants are not required to pay to participate in our hiring process in any other way. Examples of such scams include purchasing a 'starter kit,' paying to apply, or purchasing equipment or training.