PLATFORM ONBOARDING OFFICER

Bank of the Philippine Islands (BPI)


Date: 2 weeks 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

CUSTOMER CARE ASSOCIATE

Bank of the Philippine Islands (BPI), Manila
6 days ago
The Customer Management Associate is responsible for managing and resolving complex customer complaints, requests, and inquiries that have been escalated to the Bank’s regulators, Senior Management, or internal units requiring special handling and business consideration. This role ensures prompt, fair, and customer-centric resolutions while safeguarding the Bank’s reputation and compliance with regulatory standards.Responsibilities Handle escalated complaints, requests, and inquiries referred...

General Virtual Assistant

OPTIMAL PH, Manila
1 week ago
About Us:OPTIMAL is a property management support company that works with real estate investors and property managers across North America, helping them achieve Time, Financial, and Location freedom through the implementation of remote property management techniques with back-office management and fulfilment.Our Leadership Team is made up of Ex-Big 4 Accounting and Consulting professionals as well as property managers who have...

Onboarding Coordinator | Work From Home

Aux, Manila
1 week ago
We are seeking a Onboarding Coordinator to join our team and play a crucial role in ensuring all necessary candidate documentation is complete and accurate while also addressing candidate inquiries. Working closely with a leading recruitment firm, you will be responsible for following up on missing candidate requirements, tracking progress, and maintaining meticulous records.This role requires a dynamic individual who...