New Accounts

4 weeks ago

Manila, Philippines EastWest Bank Full time

Manila, NCR, Philippines Retail Banking Group Operations

Our Retail Banking Group is looking for experienced professionals to join us our branches/stores nationwide in the role of New Accounts .

Your role includes soliciting additional deposit products, selling various financial products, and referring customers to specialized banking services. You are responsible for efficient account opening, managing time deposit transactions, adhering to identification and compliance standards, and ensuring all necessary documents are complete. Additionally, you must comply with anti-money laundering regulations and maintain high standards of customer service.

As you ensure the banks stability, EastWest will ensure yours.

East West Banking Corporation (EastWest) is one of the largest universal banks in the Philippines, and is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experience.

We empower our employees to drive their careers and are committed to provide the runway for them to grow. We value teamwork and individual initiative. Join us and be part of a highly engaged team, and a workplace that promotes development and goal attainment.

Whether you're just starting out, or already a seasoned professional, EastWest can help you unleash your potential, and bridge the gap between dream to success.

What the role will entail
  • Solicits additional deposit products from New to Bank and existing clients.
  • Sells CLC and Bancassurance products
  • Refers customers to CBG, EEL, Trust, Wealth & Distribution to improve product to client ratio
  • Call outs and processes all time deposit maturities for the day and solicits for additional funds
  • Efficiently processes opening of accounts solicited by the Store Manager, RO, BDSO and SA
  • Perform proper identification of clients in adherence to the banks policies and procedures and external regulatory requirements.
  • Ensures completeness of all documentary requirements for new to bank and existing customers.
  • Efficiently processes card creation and PIN generation for New to Bank customers
  • Efficiently performs Time Deposit booking, rollovers, pre-terminations and pay-outs
  • Performs compliance/governance and risk management requirements based on the policies and framework set by the bank.
  • Performs customer service standards by applying the right attitude and skills using the EWB Service Pillars and Service Standards
  • Conduct of proper AML/KYC Due Diligence upon on boarding and conduct of Enhanced Due Diligence for High Risk Clients
  • Prompt and accurate reporting of Covered and Suspicious Transactions to the AMLC (automated thru the Compliance Division)
  • Compliance with the Record Keeping requirement of the AML law, rules and regulations, BSP Circulars on AML and the MLPP
  • Ensure that the concerned officers and their staff have undergone the required AML e-Learning
What were looking for
  • Must have at least 2 years branch banking experience for New Accounts Associates
  • Candidate must be graduate of Bachelor's Degree in Finance/Accountancy/Banking and other related courses
What you can expect from joining our team
  • Career development and training opportunities
  • Competitive salary package and benefits
  • Performance-based incentives and recognition programs to reward high-performing individuals.
  • Opportunity to work with industry experts and be mentored by them.
  • Defined career progression paths to guide you in your professional growth.
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