OPERATIONS ASSOCIATE
Bank of the Philippine Islands (BPI)
Date: 1 day 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
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
IMPLEMENTATION OFFICER
Bank of the Philippine Islands (BPI),
Manila
1 week ago
The Cash Management Implementation Officer is primarily in charge of delivering customized or client- specific Cash Management services, and developing configurations through managed deployments. In addition, the officer facilitates training with the client to ensure smooth customer experience in using the platform. Receive assigned projects/assignments Deploy specialized cash management services for referred clients Coordinate with clients for requirements gathering Develop...

Software Engineer
HR TechX Corp.,
Manila
1 week ago
Job briefWe are seeking a Software Developer to join a globally collaborative technology team focused on delivering advanced automation solutions across web, desktop, cloud, and embedded platforms. Youll be part of an agile development environment applying Scaled Agile Framework (SAFe) principles, working alongside engineers and developers to design, build, and improve next-generation digital products integrated with cutting-edge hardware and software...

Mega FM - Workforce Management and Planning (Manila), SPX Express
Shopee,
Manila
1 week ago
Job DescriptionMega FM Workforce Management & Planning Supervisor is responsible for overseeing and coordinating the planning and operational activities of a sorting facility. This role involves managing the workflow, ensuring efficiency, and maintaining safety standards. The supervisor will work closely with team members to optimize sorting processes, improve productivity, and meet organizational goals such as facility back room productivity and...
