Client Enrollment Specialist

Security Bank Corporation


Date: 1 week ago
City: Makati City
Contract type: Full time

About the Role


As a Client Enrollment Specialist, you will be responsible for receiving documents from the branch, CRG, and BG, and reviewing Digibanker documents. You will also be responsible for requesting confirmation from the client’s authorized signatories on the enrolment of simple products or services to be availed.


How you'll contribute

  • Receives Digibanker documents forwarded by clients through CMS Online Portal, endorsement of CDC, branches, or other units and department via GSD and foot messenger
  • Verifies completeness, review, and do signature verification on the documents forwarded by Client, Branch, Banking Center, Corbank, or CDC before client or account enrollment and maintenance in SBC Digibanker Backoffice system or Cash Port
  • Performs creation of record or maintenance in Digibanker Back office or Cash Portal if documents submitted are complete
  • Prepares weekly consolidated report for the list of clients with pending regularization or pending submission of hard copy of signed enrollment form
  • Enroll or deactivate Subscriber Invoice Number (SIN) for UEP clients


What we’re looking for

  • Bachelor's Degree in Business Administration, Commerce, Finance or Banking, or any related field
  • Must be responsible, organized, and keen on details
  • Must have good communication skills
  • Fresh graduates are welcome to apply!


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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