Security Bank Corporation
Client Services Specialist (Start ASAP)
Makati, Makati City
Opportunity expired
Opportunity details
- Graduate Job or Program
- PHP 245,000 - 250,000 / Year
- 1 vacancy
- Apply by 31 Dec 2024
- Start date ASAP
About the Role
As a Client Services Specialist, you are responsible for the accurate and efficient back-office processing of Trust products and services; recording of all loans funded by Trust & Asset Management Group (TAMG) accounts; monitoring and inventory of all documents submitted by Trust front office and Branches; timely submission of related internal and external reports. Ensures all possible escalations are sorted out and issues are addressed with a long-term solution.
How you will contribute
- Performs the daily processing of assigned Unit Investment Trust Funds, i.e. daily monitoring of all subscription/investment/reinvestment; reconciles UITFs’ fund contributions/redemptions versus actual funds received/disbursed from the accounts
- Ensures that all Confirmation of Participation (COP), Confirmation of Redemption (COR) and Confirmation Advice (CA) are received by clients via email.
- Processes SBOL UITF enrolment applications and transactions
- Processes coupon payments and cash dividends of DIMA clients once funds received from counterparties
- Checks and ensures documents received, verifies completeness and propriety of each document and stores documents received in appropriate files.
- Monitors and follows-up documentary deficiencies and compliance to Trust KYC policies
- Performs yearly inventory of vital documents safekept in vault in Trust Division and in Central Records
- Maintains records of vital documents safekept in the bank’s vault, updates all customer files; ensures completeness of files in compliance with regulatory bodies.
- Submits UITF account opening forms to CDC division for scanning and safekeeping of physical documents.
What we’re looking for
- Bachelor’s degree in Business Studies/Administration/Management; also open to any field of study
- Knowledge on banking industry and familiarization on bank documents is an advantage
- Able to multi-task, attentive to details and delivers accurate reports on time or earlier
- Able to maintain professionalism even in the most chaotic situation. Able to influence others to do what's right even if no one is looking
- Fresh graduates are welcome to apply
About Security Bank
Security Bank is one of the Philippines’ best capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking.
We’re recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.
Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes’ World’s Best Employers 2023 list.
At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): “YOU matter.”
Start your BetterBanking career with us today.
Hiring criteria
- No experience required
- Philippine Citizen
- Business & Management
- Bachelor or higher
Reviews
I am a recruitment marketing manager handling mainly our external social media like Facebook, LinkedIn, and TikTok. I also assist the recruiters in their requests for releasing internal and external job ads to help them with their hiring goals.
My role is to create campaigns and ads in order to gauge the right target market for a specific product
Helping to hire the best team members in the company
About the employer
Security Bank Corporation
4.4
1,000 - 50,000 employees
Banking & Financial Services
Security Bank Corporation is one of the Philippines’ leading universal banks that serve retail, commercial, corporate, and institutional clients.
Pros and cons of working at Security Bank Corporation
Pros
The best thing is how Security Bank cares for its employees' work-life balance. They are the only local bank to offer hybrid arrangements to head office employees.
Unlike other banks, Security Bank really makes me feel that I matter. Here, leaders are very approachable and visible.
I feel very rewarded and recognized. Personally, I've already been promoted 3x.
My managers are great mentors. They regularly hold alignments to make sure we are on track with projects.
We have a lot of online and face-to-face learning opportunities not only for technical skills but also soft skills.
Cons
Some leaders are still too traditional.
The company should focus on their salary pay. For me, it's very low.
It's slow and really not discussed often - something to improve to keep people happy.
Complex processes can be simplified. Benefits can be improved.
There is nothing too negative! If I had to answer, it would be that SBC is only present locally.