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
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.
- 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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