Sales and Service Officer

2 weeks ago

Baguio City, Cordillera, Philippines Malayan Savings Bank Full time
  1. Sees to it that all transactions are processed in accordance with established policies, procedures and strict adherence to the established internal control system.
  2. Make sure that all check deposits are processed in the CICS and acknowledged by the PCHC before clearing cut-off time of 4:30 PM.
  3. Supervises low counter activities and exercises approving authority on the following transactions:

3.1. Account opening compliance with KYC/AMLA

3.2. File maintenance

3.3. Issuance of Bank Certification of deposits

3.4. Issuance of official Receipts

3.5. Issuance of Manager's Checks, Certificates of the Time Deposit, Demand Drafts, Telegraphic Transfers, jointly with another officer.

3.6. Debit/Credit Memos (DM/CM) and Due From/To Head Office tickets, jointly with another officer.

3.7. Other low counter activities

3.8. Monthly preparation and releasing of the bank statement

3.9. Handling of Return Thank You Letter

3.10. Safe Deposit Boxes

3.11. ATM Card releases

  1. Supervises high counter activities and exercises approving authority on the following transactions:

4.1. Withdrawals/check encashments

4.2. If amount is beyond teller's authorized limit, and is within the approved limits prescribed under applicable Office Order/Circulars and Office Memorandum.

4.3. Check deposits

4.4. If amount is beyond teller's authorized limit, and is within the approved limits prescribed under applicable Office Order/Circulars and Office Memorandum.

Interbranch Transactions: If amount of interbranch check deposit and withdrawal/encashment is within the approved limits prescribed under applicable Office Orders/Circulars and Office Memoranda. All interbranch withdrawals/encashments are subject to confirmation with branch of account (BOA).

  1. Manages vault operations and ensures compliance on the CIV limit set by the Senior Policy Committee.

5.1. Distribution of PICOS

5.2. Cash transfer from teller to vault

5.3. Cash transfer from vault to teller

5.4. Cash Transfer from vault to ATM

5.5. Cash transfer from Cash Center to Branch

5.6. Cash transfer from branch to Cash Center

5.7. End-of-day balancing of CIV

5.8. Maintenance of Cash Books for each type of currency to record all cash transfer into and out of the vault.

  1. As the designated custodian, he/she is responsible for proper handling and safekeeping of items held inside the vault, such as but not limited to the following:

6.1. Cash in Vault

6.2. Checks and other Cash Items (COCI, Bills Received for Collection, Holdover Item, Items Received From Other Banks)

6.3. Ensures that returned items are recorded in register for incoming returned checks.

6.4. Documentary and Postage Stamps

6.5. Accountable Forms

6.6. Petty Cash Fund

6.7. Dormant Accounts' signature cards and reports

6.8. Garnished Accounts' signature cards, reports and order of garnishment.

6.9. Items Held as Collateral

6.10. Ensures tagging of holdouts and sees to it that these items are reviewed periodically.

6.11. Item Held for Safekeeping.

6.12. Signature Cards of Active Accounts.

6.13. Safe keeps and ensures completeness of signature cards and corporate papers.

6.14. ATM Cards

  1. Handles accountable forms and conducts end-of-day accounting of accountable forms under working supplies.

7.1. Accountable forms such as passbook, managers check, certificates of time deposit, demand drafts, etc.

7.2. Perforation of obsolete accountable forms.

  1. Reconciles DHO Account, Depository Bank Accounts (Due Local Banks) and closely monitors long outstanding float items.
  2. Coordinates with clients regarding returned checks, confirmation/verification of incoming clearing checks and withdrawals/encashments as prescribed under applicable Office Orders/Circulars and Office Memorandum and other matters needing immediate feedback of client.
  3. Conducts monthly surprise run-up/balancing of time deposit accounts and other manually maintained accounts and compares balance with GL.
  4. Applies control functions related to ATM operations such as but not limited to loading of cash, captured cards, ATM complaints.
  5. Handles customer complaints and sees to it that they are addressed or resolved immediately to the customers' satisfaction.
  6. Approves/reviews/prepares branch reports and ensures for its accuracy, completeness a timely submission. Sees for the full compliance to reportorial requirements of HO, BSP, AMLC and other regulatory government agencies.
  7. Oversees activities on Safe Deposit Boxes, such as but not limited to the following: preparation of lease contract, recording of opening/visitation to boxes, maintaining of ticklers, custody of keys, and maintenance of SDC as well as supervision of force of opening of boxes when necessary.
  8. Handles and coordinates with Cash Management Unit schedules of pick-up deposits. Sees to it that the deposit pick-up is in accordance with the Deposits Pick-up Agreement and with the Insurance Policy of Cash in Transit.
  9. Safe keeps the keys, password and combinations designated to him, in order not to be compromised or used by unauthorized personnel.
  10. Periodically review and assess the effectiveness of the existing internal control system and recommends improvement thereto.

People

  1. Assists the Business Manager in cross-selling the Bank's products and services to the existing clients of the Bank.
  2. Helps in Business Manager's marketing efforts by conducting in-house marketing activities and arranging meetings/calls with clients to inform them of new products, offering and rates.

Others/Control

  1. Ensures safety of branch personnel and clients through strict implementation of the Bank's safety and security measures.
  2. Sees to it that all personnel under his/her control, conduct themselves in accordance with established practice, the Bank's prescribed rules and regulations such as but not limited to wearing of prescribed uniform/proper attire and ID, being neat in appearance and courteous in their dealings with clients.
  3. Promotes/develops teamwork and unity among branch personnel. Motivates them to peak efficiency and productivity, maintaining workforce harmony and pleasant work atmosphere.

Sees to the security and cleanliness of bank premises in accordance to the Bank's standards.

  1. Recommends approval of daily time record report, leave of absence and overtime of personnel under his/her supervision.
  2. Assigns other qualified employee or takes the place of the SSA-Teller, SSA-New Accounts Associate and other staff under his/her supervision in their absence.
  3. Conducts performance evaluation of personnel under his/her supervision and recommends personnel movements thru promotion or permanency based on the evaluation.
  4. Recommends training of officer/staff under his/her section. Ensures attendance and active participation in the sales & operations related trainings, seminars or workshops.
  5. Handles supplies requisition and conducts physical inventory of all stationery and office supplies on hand, and furniture, fixtures and equipment at least twice a year.
  6. Assists the Business manager in the proper management of branch expenses to enhance profitability.
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