Manager (Sme) - Treasury Centers

Project Manager|Banking

Posted today

Job Description

Qualifications

• Bachelor's degree from a college/university or its equivalent qualification in Information Technology.
• Must have minimum 5 years of experience as a Project Manager. (Non negotiable)
• Minimum of 5 years of experience with heavy usage of Project Management and Stakeholder Management skills. (Non negotiable)
• Minimum of 5 years of solid experience in software implementation/development. (Non negotiable)
• Has at least 5 years of experience in managing 3rd parties, vendors and/or service providers. (Non negotiable)
• Experience in banking/credit card operations environment required. (Non negotiable)
• Knowledge of application design, application integration principles and straight through processes.
• Advanced theoretical and practical knowledge and experience of waterfall, agile and other project management methodologies. (Non negotiable)
• Must have experience with Agile Frameworks (Lean/Kanban/Scrum). (Non negotiable)
• Must have experience in Scrum process. (Non negotiable)
• Has broad understanding of the different segments of the banking business and the capacity to relate unit's operations and performance metrics to the overall business of the company.

Job Description

• Performs project management responsibilities in either waterfall and agile methodology
• Prepares/creates and maintains Project Plan, Work Plan and securing the necessary approval as applicable.
• Prepares/creates Project Status Report and reporting the same in terms of delivery of schedule, quality and scope.
• Tracks Project budget and costs as applicable.
• Ensures documentation of all risks and issues associated with the Project, working with the Project Team to facilitate resolution and timely escalation as deemed necessary.
• Participates and facilitates in relevant meetings, as required.
• Ensures compliance with internal and external policies, security and legal regulatory requirements as applicable. Supports audit exercises when needed. Facilitates post-implementation or similar activity and prepares Close-Out Report as applicable
• Ensures of completion of required documents at the end of the project
• Manages the Scrum process with the coordination of Scrum Team in Agile methodology.
• Ensures that the Scrum Team adheres to Scrum theory, practices and rules.
• Acts as a servant-leader for the Scrum Team, as applicable.
• Facilitates Scrum events (e.g. Sprint Planning, Daily Scrum, Sprint Review and Sprint Retrospective) as needed and ensures that they are conducted as scheduled, as applicable.
• Performs other related functions that may be assigned from time to time.

Job Type: Full-time

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• Health insurance
• Opportunities for promotion
• Paid training

Project Delivery Manager|Banking

Posted 1 day ago

Job Description

Qualifications

• Graduate of any bachelor's degree in Computer Science/Information Technology or its equivalent.
• Must have excellent communications skills (Oral/Written).(Non negotiable)
• Must have minimum 5 years of experience as a full-time project manager (directly managing a project team) in a financial services, banking or insurance industry.(Non negotiable)
• Must have experience managing a software development project.(Non negotiable)
• Must be knowledgeable and have experience in Software Development Life Cycle.(Non negotiable)
• Must be versed with different project management frameworks (e.g. Waterfall, Agile/Scrum) and preferably certified (PMP, SCRUM, PRINCE2) (Non negotiable)
• Must have proven track record of successfully managing medium to large scale or complex IT projects in the banking or financial sector.(Non negotiable)
• Must have experience in leading and managing cross-functional project teams through the entire project lifecycle.(Developers (IT), Designers (UI/UX), Testers (QA), Business Analysts, and etc.(Non negotiable)
• Must have strong understanding of IT systems, technologies, and methodologies relevant to banking and financial services.(Non negotiable)
• Must be proficiencient in change management processes to facilitate smooth transitions during project implementations.(Non negotiable)
• Must have the ability to anticipate and address resistance to change among stakeholders and end users.(Non negotiable)
• Must be proficient in project planning, scheduling, budgeting, and resource allocation(Non negotiable)
• Must have the ability to identify and mitigate project risks related to security, compliance, and data privacy.(Non negotiable)
• Must have the ability to build strong relationships with internal and external stakeholders, including business users, IT teams, vendors, and regulatory bodies.(Non negotiable)
• Must be a fast learner that can come up with several solutions to solve a problem and will analyze to quickly to determine the best course of action.(Non negotiable)

Must be aself-starter who takes initiative, can work without supervision and begin projects independently, embrace challenges, sets high standards, focuses on successful outcomes and promotes teamwork.(Non negotiable)

Job Description

Job Summary

The Delivery Manager is responsible for the technical delivery and dependency management through close collaboration with P11 stakeholders (i.e. Product Owner, Service Designer, Production Engineering, Shared Services) as well as other cross-functional units within the organization (i.e ITG, ISD etc.)

The delivery manager performs SCRUM Master duties and responsibilities to the SRUM team in addition to developing the project plan, scope, estimates, timelines and manage the implementation of technical projects using project management methodologies (waterfall or agile) to ensure on-time delivery while meeting business requirements and ensuring compliance to process and technical standards.

The Delivery Manager is responsible for ensuring that project milestones and deliverables are fulfilled as committed, that roadblocks, risks, and issues are managed in a timely manner, and that implementation is done in compliance to the IT Governance framework.

Specific Duties & Responsibilities

• Facilitate effective project planning, execution, and delivery while ensuring adherence to SCRUM principles and practices as a SCRUM Master.
• Coordinate cross-functional teams, lead daily stand-ups, manage backlog, and promote agile methodologies as a SCRUM Master.
• Works with the Product Owner/Manager, the working team, and collaborates with cross-functional teams within the bank and external organizations to establish project timelines and delivery and dependency planning.
• Assist the Product Owner in prioritization of projects as part of the business planning/ demand planning cycle
• Provides weekly updates on the project Book of Work and when necessary, re-scopes the projects and updates project plans accordingly
• Identifies and/or assigns project tasks to individual members of the project team and ensures the timely availability of each output.
• Files and facilitates BAU requests and escalations needed to move the project forward.
• Schedules and facilitates conversations with bank partners to discuss project requirements and requests and to ensure delivery roadblocks are managed.
• Identifies and manages delivery and dependency risks and issues.
• Ensures that our practice adheres to IT Governance framework and other relevant regulatory and compliance requirements
• Works with Domain leads and Business Systems in establishing and improving our practices, particularly in software development, project management, and related bank process integration
• Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.

Posted today

About the role

We are seeking an experienced IT Manager to join our team at Welcome Bank (Rural Bank), Inc. in our Ortigas, Pasig City office. As the IT Manager, you will be responsible for overseeing the bank's technology infrastructure and ensuring the seamless delivery of IT services to support our business objectives. In this full-time role, you will play a crucial part in driving digital transformation and innovation within the banking industry.

What you'll be doing

• Manage and lead the IT team to deliver high-quality, reliable, and secure IT solutions
• Oversee the planning, implementation, and maintenance of the bank's technology infrastructure, including hardware, software, and network systems
• Continuously assess and improve IT processes and procedures to enhance efficiency and productivity
• Collaborate with business stakeholders to identify and address their technology needs
• Develop and implement IT strategies and policies to align with the bank's overall objectives
• Monitor and analyse IT performance metrics to identify areas for improvement
• Manage IT budgets and procurement processes to ensure cost-effective IT operations
• Stay abreast of industry trends and emerging technologies to drive innovation within the bank

What we're looking for

• Minimum of 5 years of experience in an IT management role, preferably in the banking or financial services industry
• Proven track record of leading and motivating IT teams to deliver high-quality, reliable, and secure technology solutions
• Extensive knowledge of banking IT systems, including core banking, digital banking, and compliance-related technologies
• Strong problem-solving and analytical skills to identify and address technology-related issues
• Excellent communication and collaboration skills to liaise with business stakeholders and IT teams
• Project management expertise to oversee the successful implementation of IT initiatives
• Understanding of IT governance, risk management, and compliance requirements in the banking industry
• Bachelor's degree in Computer Science, Information Technology, or a related field

What we offer

At Welcome Bank (Rural Bank), Inc., we are committed to providing our employees with a rewarding and fulfilling work experience. In addition to a competitive salary, we offer a range of benefits, including:

• Performance Bonus
• Health and accident insurance coverage
• Opportunities for professional development and career advancement
• Collaborative and supportive work environment

About us

Welcome Bank (Rural Bank), Inc. we are committed to driving digital transformation and delivering exceptional banking experiences to our clients. Join our team and be part of our continued growth and success.

Apply now for this exciting opportunity

Technical Delivery Manager|Banking

Posted today

Job Description

Qualifications

• Bachelor's degree in Computer Science, Information Technology, or related field. Advanced degrees such as Master's in relevant disciplines are advantageous but not always required.
• Must have minimum 3 years of experience as aTechnicalDelivery Manager or Project Manager.(Non-negotiable)
• Must have minimum 3 years of experience insoftware development and project management.(Non-negotiable)
• Must have minimum 1 year of experience inleading and managing software development teams.(Non-negotiable)
• Must have experience indelivering technical projects end-to-end from planning, design, development, testing, to deployment.(Non-negotiable)
• Must havesolid programming experience (can be previous dev or strong experience and understanding of dev work)(Non-negotiable)
• Must haveextensive knowledge with design patterns, SOLID principles, architecture reviews.(Non-negotiable)
• Must havehands-on experience with multiple SDLC models like Agile, Waterfall, or Hybrid.(Non-negotiable)
• Must have deepexperienceinAgile ceremonies, artifacts, principles, and delivery cadence.(Non-negotiable)
• Must have experience inproducing and understanding technical artifacts, diagrams, and documentation.(Non-negotiable)
• Must have knowledge with tools like Confluence for documentation and Jira for issue tracking.(Non-negotiable)
• Must have knowledge with on-prem vs cloud (AWS, Azure, GCP), scaling concepts, and security best practices.(Non-negotiable)
• Must haveworking knowledge of SQL/NoSQL databases, performance tuning, and architectural evaluation.(Non-negotiable)
• Must have knowledge with testing types (unit, integration, UAT, etc.)(Non-negotiable)
• Must have working knowledge with bug life cycle and prevention techniques.(Non-negotiable)
• Must haveexperience in production deployment planning, RCA (Root Cause Analysis), patch handling.(Non-negotiable)
• Must have understanding of DevOps tools and deployment automation.(Non-negotiable)
• Must be skilled at conducting efficient meetings, mentoring team members, and coordinating across functions.(Non-negotiable)
• Must be capable of resolving technical issues, ensuring team productivity and quality output.(Non-negotiable)
• Must be knowledgeable with budgeting and resource allocation processes in the context of application system development.(Non-negotiable)
• Excellent communication skills, both written and verbal, with the ability to effectively communicate technical concepts to non-technical stakeholders.(Non-negotiable)

Job Summary

• Works under the general direction & supervision of the Solutions Delivery Department Head and is responsible for the overall delivery of multi-technology and multi-platform solutions. He ensures that technical deliverables are completed consistently, on-time and of quality across departments within the Capability and Delivery Division.

Job Description

• Works with concerned units within CDD in ensuring projects are properly staffed in terms of numbers and skills.
• Works with development lead and coordinates the tasks of the different sections to ensure that activities progress on schedule and within the prescribed budget.
• Works with the delivery managers to review detailed plans and budget for application system development.
• Collaborates with Business Relationship Management Requirements Development Department for the initial assessment of business requirements.
• Works with the Quality Assurance division in making sure defects are fixed within the agreed turnaround time.
• Consults with Enterprise Architecture Team and Solutions team on technology standards and architecture direction.
• Participates in the evaluation and selection of vendor systems or solution.
• Performs development lead functions including technical design review, source code inspection and defect management. The development lead functions may extend to projects with either internal or external developers.
• Performs other related functions that may be assigned from time to time.

Posted today

Job Description

The Financial Management Associate

assists in budget preparation, monitors actual expenses, and prepares the periodic financial statements and related fund utilization reports, financial forecasts and studies, for the designated programs. The incumbent will support the program manager by providing financial information in a timely and effective manner.

Budget Preparation

• Provide assistance to the Project Leads in the development of each program's annual budget, and in project costing of new programs and special projects, as needed.

Project monitoring and fund tracking

• Track fund utilization for each program
• Monitor cash advances and review liquidation reports.
• Verify requests for payments and budget availability.
• Verify collection reports for special projects, as applicable.

Management Reporting

• Prepare the periodic financial statements and other related financial reports for the programs/pillars assigned to him/her

Requirements:

• At least a bachelor's degree in Business, Financial Management or other related courses
• Fresh graduates are welcome to apply
• Excellent numerical skills with advanced knowledge in Microsoft Applications, especially MS Excel
• Good oral and written communication skills
• Interpersonal skills, including ability to explain finance concepts to non-finance practitioners
• Willing to work in Makati City on a hybrid work setup (at least 3x a week on-site)

Assistant Vice President – Corporate Banking Relationship Manager

Posted 1 day ago

Job Description

Job Summary:

The AVP – Corporate Banking Relationship Manager is responsible for developing and managing relationships with corporate clients, providing financial solutions that support their business needs, and driving revenue growth for the bank. The role involves client acquisition, credit assessment, and cross-selling of banking products and services.

Key Responsibilities:

• Manage and grow a portfolio of corporate clients, ensuring strong relationships and high client satisfaction.
• Identify and pursue new business opportunities with prospective corporate clients.
• Conduct credit and financial analysis to assess client needs and recommend appropriate banking solutions.
• Structure, negotiate, and execute loan and financing transactions in line with the bank's credit policies.
• Cross-sell a range of banking products and services, including cash management, trade finance, and treasury solutions.
• Monitor client accounts and portfolio performance to manage risks and ensure compliance with internal and regulatory requirements.
• Collaborate with product, risk, and operations teams to deliver seamless client service.

Qualifications:

• Bachelor's degree in Business, Finance, Economics, or related field; MBA or relevant certifications is a plus.
• At least 7 years of experience in corporate/commercial banking, with exposure to credit analysis and client relationship management.
• Strong understanding of corporate banking products and financial markets.
• Excellent communication, negotiation, and client relationship management skills.
• Ability to manage multiple accounts and deliver results under pressure.

Assistant Manager-Banking Operations-Collections

Posted today

Job Description

Job Summary

• Minimum of 3 years total Customer service experience in Business Process Off-shoring
• Candidates should have at least two years of supervisory experience
• Must possess strong decision making and accountability skills
• Knowledgeable of best practices within a service-oriented sales environment
• Demonstrated ability to achieve sales goals through the management of individual performance objectives
• Must be comfortable in a sales environment and possess the ability to overcome objections
• Strong training and presentation skills
• Must be effective while working both individually and as part of a team

Responsibilities

• Manage a team of executives managing calls, chats and emails (member services) and be directly responsible for team performance. Lead, motivate and mentor the team and flawlessly execute action plans to ensure the highest level of performance delivery with standard quality is met
• Takes escalation cases and develops excellent rapport with members as required and solves problems
• Conduct one-on-one reviews/coaching, feedback, and counseling with the executives on techniques and methodologies, communication, and strategies to meet and exceed performance goals
• Maintain quality standards and deliver on accuracy/compliance targets, handle and manage customer and client escalations
• Monitor calls and email transactions on an ongoing basis and take corrective steps whenever necessary
• Identify opportunities to improve agent performance and create actionable plans that drive results
• Work cross-functionally with other departments within the client organization in order to identify obstacles in quality and streamline processes wherever possible
• Keep the team aware of all the information related to products, procedures, customer needs and company related issues, changes or actions.
• Provide support to the Operations Leader on special duties and other duties as assigned/delegated.
• Coordinate available resources and monitor workflow to ensure that the daily workload is consistently completed in line with agreed service standards.
• Liaise with internal and external customers on a wide range of information regarding issues, complaints and requests for information or advice.
• Keep senior management informed on reports/results and forecast
• Assist new hires and ensure that they are brought up to speed within the shortest possible time
• Provide complete support (Administrative, process specific etc.) to the team members to perform their duties effectively
• Ensure employee satisfaction, foster a competitive spirit amongst the team
• Ensure compliance with internal policies and procedures, external regulations and information security standards.
• Effectively manage queue and balancing of work loads

Qualifications

Manage a team of representatives (managing emails, chats and calls) and drive overall performance for his/her team. Responsible for supervisory support through transaction monitoring and delivering results as per Service Level Agreement targets / timelines. Produce reports to gauge process performance. Steer process meetings / calls to a logical conclusion. Analyze data and come up with recommendable action to meet and exceed performance requirement. Recommend necessary process changes to improve team performance. Collaborate with support and enabling teams to ensure service delivery that will benefit the program. Collaborate and maintain excellent relationship with the clients.

Relationship Manager-Retail Banking

Taguig, National Capital Region ₱ - ₱ Y UnionBank of the Philippines

Posted today

Job Description

Business Generalization

· Plans, organizes, leads and undertakes business generation programs, specifically to increase account base (number of depositors) and total funds portfolio.

· Conducts continuing market survey to pinpoint prospective clients, determines their banking requirements and what the competition is providing them; determines products and services appropriate to client's specific requirements and packages these accordingly to outflank competition.

· Regularly conducts business calls and presentations to prospective clients; accomplishes and submits a Call Report of all marketing activities/sales calls to the Region Business Head.

· Conducts periodic calls to existing clients to determine their perception of the bank's products and service quality as well as explore opportunities for cross-selling, leveraging, and relationship improvement.

· Provides specific guidelines (i.e., standing instructions) to branch service personnel on the scope of relationships to be established/maintained for every client.

· Formulates and executes strategies to ensure attainment of business volume/budget.

· Screens and evaluates credit worthiness of clients who request for credit accommodations (e.g., credit cards, auto loans, mortgage, business line, and/or bills purchase line); endorses credit applications with complete justification and documentation requirements to the Regional Office for further endorsement/processing.

· Harnesses the resources of all support or of other business units for more efficient client base conversion and deposit generation, as well as to provide clients with meaningful and competitive products and services (i.e., includes sales leads conversion activities, auto loans/credit cards/business line/bank assurance etc. referrals/production).

Operations and Service Quality

· Ensures that customer requests, suggestions, and complaints are immediately and satisfactorily addressed/resolved by concerned personnel and/or units.

· Co-signs instruments and transaction documents which require counter-signatures within policies and defined signing authorities.

· Coordinates with the Branch Manager in ensuring that all branch service and operations personnel are oriented with bank products and services, and are trained on basic selling skills; encourages them to take advantage of every opportunity to cross –sell and regularly coaches them on how to cross-sell.

· Co-conducts with the Branch Manager regular branch staff meetings for disseminating information on new products/services, coordination issues between the RM and the service & operations personnel, handling of specific accounts, etc.

Qualification:

• Competence in UBP selling competencies; prospecting and contracting; pre-call planning; customer-focused selling, and relationship management
• Competent knowledge of UBP products and services
• Stays abreast of banking and financial services industry practices

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