Relationship Manager-Retail Banking

3 weeks ago


Metro Manila Philippines Buscojobs Full time

Relationship Manager Retail Banking Metro Sout...

Posted today

Job Description

Responsibilities:

  • Applies accounting rules and procedures to ensure local compliance with documented procedures and accounting standards in posting accounts payable (vendors and staff claims).
  • Keen to details in performing the 2-way and 3-way matching of vendor invoices
  • Ensures Month-end deadlines are consistently met the deadline and with accuracy
  • Processing transactions and performing accounting duties such as account maintenance, recording entries and reconciling vendor/ employee accounts
  • Assist the Team Lead on ad hoc requests during internal and external audit.

Qualifications:

  • Minimum of 2-year work experience in Accounts Payable processing preferably in BPO/ Shared Service setting using SAP
  • Graduate of Bachelor of Science in Accountancy
  • Proficient in MS Office
  • With excellent verbal and written communication skills
  • Willing to work on Philippine holidays

Location: Pasig City, National Capital Region

Salary: ₱ - ₱

Company: Y Optimum Solutions Pte Ltd

Posted 1 day ago

Job Description

An exciting opportunity is open for a Specialist, Financial Services based in Manila, Philippines. This role will play a key part in supporting the operations and customer support of a new Cash Loan product scheduled for launch in Q4 2025.

About the Role

The Specialist, Financial Services will:

  • Operations Management: Oversee and manage end-to-end workflows for the Cash Loan product, ensuring efficiency, compliance, and accuracy in loan processing and disbursement.
  • Customer Support: Act as the primary point of contact for customer inquiries, complaints, and feedback, ensuring timely resolutions and positive experiences.
  • Stakeholder Collaboration: Work closely with cross-functional teams to streamline processes, support training initiatives, and provide insights for product improvements.
  • Continuous Improvement: Identify opportunities for process optimization and automation.

Qualifications

  • 2–3 years of experience in Operations, Customer Support, or related roles (preferably in financial services or technology)
  • Experience in handling loan or credit products is an advantage
  • Strong analytical, problem-solving, and communication skills
  • Proficiency in CRM tools, Microsoft Office Suite, and operational systems
  • Bachelor's degree in Business, Finance, or related field
  • Familiarity with Philippine financial regulations and compliance standards
  • Ability to work independently and collaboratively in a fast-paced environment

Location: Manila, Philippines

Employment Type: Backfill/Repurpose

This role offers the chance to contribute to the successful launch of an innovative financial product while gaining experience in operations, customer support, and stakeholder management.

If you are detail-oriented, adaptable, and committed to delivering high-quality work, we encourage you to apply.

You can also send your CV to

Business Analyst, Financial Services

Posted 1 day ago

Job Description

The TP ICAP Group is a world leading provider of market infrastructure. Our purpose is to provide clients with access to global financial and commodities markets, improving price discovery, liquidity, and distribution of data, through responsible and innovative solutions. The Group is home to a stable of premium brands. TP ICAP is the largest interdealer broker in the world by revenue and the leading provider of OTC data.

Role Overview

As a Business Analyst at Parameta Solutions, you will gather and translate business requirements into deliverables, work with cross-functional teams, and support Agile delivery.

Role Responsibilities

  • Lead requirements gathering to translate business needs into user stories and functional specifications.
  • Partner with Project Manager, Data Scientist, and Product Lead to design and deliver data products.
  • Analyse data flows, create process and data flow diagrams, and support solution design.
  • Document data lineage and collaborate with Data Science and Engineering teams.
  • Support traceability and testing in Agile workflows.
  • Provide updates on progress, risks, and dependencies; facilitate workshops.

Experience / Competencies

  • Strong OTC market data and regulatory tech experience (e.g., MiFID, MAR, FRTB).
  • Proficient in Agile, JIRA/Confluence, Excel/SQL, PowerPoint, Word.
  • Excellent written and verbal communication; self-motivated; cross-functional collaboration.
  • Knowledge of cloud platforms (e.g., AWS, GCP) is a plus; BA accreditation preferred.

Location: Taguig, National Capital Region

Salary: ₱ - ₱

Posted Peregrine Recruitment LTD

Posted today

Job Description

As a part of Banking practice within the agile and distributed Strategy & Consulting Global Network team, you will contribute as a strategic partner to reshape banking models.

Bring your technological expertise and a global perspective to enable banks and payment providers to thrive. Initiatives include:

  • Work with clients on complex problems and leverage domain knowledge to achieve goals.
  • Analyze and propose process improvements, system enhancements, training, and software procurement.
  • Gather facts via research and interviews to analyse processes and present findings.
  • Assess costs, benefits, and obstacles of solutions and implement plans.
  • Conduct readiness assessments and drive project implementation.

Qualifications

  • Strong analytical and writing skills; excellent communication and collaboration abilities.
  • Cross-cultural competence; ability to work in dynamic environments.
  • 5+ years in strategy/management/tech consulting or core banking product companies; MBA preferred.
  • Experience in core banking transformations and vendor assessments; familiarity with Thought Machine or Mambu is a plus.
  • Willing to relocate cross-country.

Job Type: Full-time

Posted 1 day ago

Job Description

The Patient Financial Support Representative will manage patient financial interactions, including billing inquiries, explaining balances, payment options, collecting insurance details, verifying coverage, enrollment in Financial Assistance Programs, updating preferences, and following up on document requests.

Core Responsibilities

  • Handle inbound/outbound calls and emails to notify patients of balances and payment options.
  • Enter notes into databases for status tracking and audit purposes.
  • Read and interpret EOBs
  • Meet QA standards to ensure high-quality patient experiences
  • Maintain policy adherence and communicate issues to the team
  • Support flexible scheduling to meet SLAs
  • Escalate when necessary; maintain professionalism in all communications
  • Perform other duties as assigned.

Education / Experience

  • Bachelor's degree preferred
  • Excellent written and verbal communication
  • Proficiency in EMR systems, Excel, and Outlook
  • Self-motivated and adaptable; team-oriented
  • Medical or Dental billing experience is a plus

Benefits include Comprehensive Health Insurance, Retirement Plan, HMO, PTO, and low attrition. Night shift schedule and location details provided.

Assurance Manager Financial Services

Posted today

Job Description

Assurance Manager to join the Financial Services team in the Philippines. Hybrid work arrangement; alternates between remote and office.

Responsibilities include engagements management, budgeting, client relationship management, billing, and ensuring high-quality deliverables.

Experience

  • 5+ years in public accounting supporting US teams
  • Bachelor's and CPA required
  • Strong MS Office; excellent organizational and communication skills

Posted today

Job Description

The Patient Financial Support Representative (duplicate)

Core responsibilities and education requirements repeated from above.

Education / Experience
  • Excellent communication; EMR, Excel, Outlook proficiency
  • Self-motivated; team oriented
  • Medical billing experience a plus

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Associate - Financial Services & Solutions

Posted 1 day ago

Job Description

Associate role in Finance & Accounting with P&G; responsibilities include transactional accounting, vendor interactions, and cross-region collaboration.

Job Qualifications

  • Bachelor’s in Business/Accounting or related; SAP knowledge helpful
  • Hard-working, customer-service oriented, flexible hours
  • Strong communication and adaptability
  • Team player; open to new applications

Note: Open to experienced and fresh graduates.

About Us: Global consumer brands; equal opportunities; commitment to inclusion.

Country Director, Financial Services

Posted 1 day ago

Job Description

Responsibilities include developing BNPL vision/strategy for PH, regulatory compliance, market analysis, and cross-functional collaboration.

Qualifications

  • Strong analytical skills; experience with regulators; cross-team collaboration
  • 5+ years in lending/payments/fintech; BA/BS required; MBA preferred
  • Willing to relocate; experience with Thought Machine or Mambu is a plus

Location: Philippines; Full-time

About ByteDance: Global payments and BNPL initiatives; diverse, inclusive culture.

Financial Services Risk Management

Posted today

Job Description

FSRM practice providing risk management services to capital markets clients; areas include regulatory compliance, risk modelling, and reporting.

Your Key Responsibilities

  • Involvement in risk modelling projects for large banks
  • Draw meaningful conclusions and prepare reports
  • Supervise and coach teams; manage project delivery
  • Prepare proposals and project plans

Qualifications

  • Bachelor’s in Economics/Math/Statistics; 3+ years in risk management
  • Credit risk modelling, IRRBB, market risk modelling, regulatory experience
  • Strong quantitative skills; BA accreditation a plus (CFA/CQF/FRM/ERM)

What EY Offers

  • Competitive remuneration; flexible working; inclusive culture
  • Learning opportunities; leadership development; diverse culture

How to apply: Please contact us if you meet the criteria.

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