OPERATIONS ASSOCIATE

Bank of the Philippine Islands (BPI)


Date: 3 weeks ago
City: Manila
Contract type: Full time
Job Summary

An Operations Associate is primarily responsible for evaluation of non-financial transactions and assists in compliance-related requirements.

Responsibilities

  • Receives and evaluates non-financial transactions.
  • Prints and releases reprinted Plan Contracts.
  • Handles the coordination of non-financial cases that need legal advice.
  • Handles the communication of deferment reasons to clients and monitoring of submission or compliance of lacking requirements.
  • Prepares letters to clients to confirm the approved non-financial transactions for mailed documents received.
  • Assists in the reconciliation of various plan-related float items.
  • Prepares Monthly Proof Verification Report (MPVR) of Operations accounts.
  • Alternate of Collection and Accounting staff.
  • Assists in compliance-related functions.
  • Handles the retrieval of New Business Documents and Memorandum of Agreement of Group and Corporate accounts.
  • Scans and indexes images of Ayala Plans documents for uploading to ECM, when necessary.
  • Point person in records keeping (Crown) and scanning of documents (Infomax).
  • Attends to client inquiries and assists in servicing of walk-in clients.

Qualifications

  • College graduate preferably with a business-related degree
  • Meticulous in documents evaluation, efficient and effective in customer handling
  • Must be willing to be assigned in Makati City
  • Basic computer applications (MS Office), Product knowledge Communication skills (oral and written), and multitasking capability

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