PLATFORM ONBOARDING OFFICER

Bank of the Philippine Islands (BPI)


Date: 12 hours ago
City: Manila
Contract type: Full time
The Platform Onboarding Officer is responsible in ensuring the timely and successful onboarding to the platform and delivery of the different traditional TSD products and services, and other facilities in the various online Corporate Banking Platforms.

Responsibilities

  • Coordinates closely with customers and internal units to ensure successful onboarding to the platform
  • Conducts basic training and troubleshooting to assist customer in Corporate Platforms’ activation and set up
  • Monitors onboarding and activation and coordinates with Sales and Branches as needed
  • Performs other tasks/special projects that may be assigned to be able to get necessary training and development to have a progressive career in the Bank and at the same time provides guidance to direct reports

Qualifications

  • Bachelor’s Degree preferably of a Business/Finance course
  • At least 2 years experience in banking/finance or related industry
  • At least 1 year experience with customer service
  • Basic knowledge in Cash Management products and services
  • Basic computer applications (word processing / spreadsheets / etc.)
  • Proficiency in computer application (MS Word / Excel)
  • Keen attention to detail, proactive and analytical

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 resume

Similar jobs

AUDIT SPECIALIST

Bank of the Philippine Islands (BPI), Manila
1 day ago
RoleThe Audit Specialist (Internal Auditor) supports Unibank's audit department in ensuring compliance with regulations, governance standards, and internal charters. Their role is to enhance operations, aid in achieving objectives, and improve risk management and control processes systematically. They assist Audit Team Leaders by:Assessing risk management and control processes in audited areas.Reporting issues and suggesting improvements.Coordinating with other oversight units.Duties And...

Director of Events Management

Shangri-La Group, Manila
5 days ago
Makati Shangri-La, ManilaMakati Shangri-La is a deluxe hotel located at the center of Manila’s financial and commercial district, only minutes away from the international airport. The hotel offers spacious guestrooms and suites, the exclusive Horizon Club, world-class restaurants and bars, top-of-the-line recreational facilities, complimentary broadband and Wi-Fi Internet access, and premiere function rooms.We are hiring for a Director of Events...

KOL Challenges & Campaigns Specialist

Shopee, Manila
2 weeks ago
About The TeamThe KOL Challenges & Campaigns Specialist will be responsible for designing, executing, andoptimizing engagement-driven challenges and promotional campaigns for Shopee’s KOLaffiliates. This role will focus on increasing KOL activation, engagement, and performancethrough creative and data-backed initiatives.Job DescriptionCampaign Development & ExecutionPlan and execute KOL challenges, competitions, and seasonal affiliate campaigns to drive engagement.Collaborate with internal teams to align campaigns...