Financial Services Representative

3 days ago


Caloocan City, National Capital Region, Philippines EastWest Bank Full time

About EastWest Bank

  • EastWest is one of the most consumer-focused universal banks in the Philippines, serving clients for over 30 years.

We value teamwork and individual initiatives. Our Store Operations Group is looking for fresh graduates/experienced professionals to join our branches/stores nationwide in the role of Financial Services Representative/Customer Service Specialist - Teller.

Our employees are empowered to drive their careers and we provide a workplace that promotes development and goal attainment.

Job Description

The successful candidate will be responsible for:

  • Performing tellering, billspay transactions, processing of outward clearing items, and payroll uploading.
  • Preparing MC/GC. DD, Telegraphic Transfer, EOD Cash Proof Sheet
  • Processing SDB Applications, Bank Certifications Applications, SPO Applications, Replacement of Debit Cards, PIN regeneration, Orders of Pre-encoded checkbooks, Orders of Re-ordered checkbooks, and Store Loans (Domestic Bills Purchase, Back-to-Back Loans, MC Accommodation).
  • Co-custodian of non-working supply of accountable forms in the inventory (Passbook, Pre-encoded checkbooks, MC/GC & DD, TD Certificates, Counterchecks)
  • Handling working supply of accountable forms assigned for day-to-day operations.

The ideal candidate should have:

  • At least 2 years of branch banking experience for Customer Service Specialists.
  • For Financial Services Representatives, at least 2 years relevant experience/experience in Customer Service or Accounting or Finance-related roles.
  • Must be a graduate of Bachelor's Degree in Finance/Accountancy/Banking and other related courses.

What you can expect from joining us

  • 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.


  • Quezon City, National Capital Region, Philippines J-K Network Services Full time

    About J-K Network ServicesOur company is a leading provider of banking and finance services in the Philippines with over 30 years of experience. We cater to business and institutional clients, offering a wide range of commercial banking products and services.Work Environment: Our office is located in Makati City, and we offer a shifting schedule to...


  • Makati City, National Capital Region, Philippines LeadAdvisors Full time

    Financial Services RepresentativeAt LeadAdvisors, we're seeking a skilled Financial Services Representative to join our dynamic BPO team in the Philippines. As a key member of our team, you'll play a vital role in connecting clients with the right financial solutions to manage their debt, secure loans, and navigate fiscal responsibilities.Key...


  • Mandaluyong City, National Capital Region, Philippines J-K Network Services Full time

    Job SummaryWe are seeking a highly motivated Business Development Representative to join our team at J-K Network Services. As a Business Development Representative, you will be responsible for identifying and pursuing new business opportunities in the financial services industry.About the CompanyJ-K Network Services is a leading provider of financial...


  • Quezon City, National Capital Region, Philippines J-K Network Services Full time

    Company OverviewJ-K Network Services is a leading multinational banking and financial services company based in the Philippines with over 30 years of experience. Our company has established itself as one of the top banks in Asia, offering a wide range of banking and financial services to its clients.Job SummaryWe are seeking highly motivated and...


  • Makati City, National Capital Region, Philippines GDV Stackph Full time

    OverviewAt GDV Stackph, we're always looking for talented professionals to join our team as Financial Services Representatives. This role is perfect for those who are passionate about finance and customer service.About the JobThis position involves handling financial transactions, resolving customer inquiries, and maintaining accurate records. As a Financial...


  • Makati City, National Capital Region, Philippines GDV Stackph Full time

    At GDV Stackph, we are seeking highly skilled and motivated individuals to join our team as Customer Service Representatives for Financial Services. This role is an excellent opportunity for those looking to kickstart their career in the banking industry.We offer a competitive salary package of up to 29,000 pesos per month, plus various incentives and...


  • Makati City, National Capital Region, Philippines Shadow Office Solutions Full time

    At Shadow Office Solutions, we are seeking highly motivated and skilled Financial Services Representatives to join our team in the Philippines. This is an exciting opportunity to work with a leading Australian company providing diverse financial services across the country.Key Responsibilities:Telemarketing of financial products to clientsCommunicating with...


  • Makati City, National Capital Region, Philippines LeadAdvisors Full time

    About the Opportunity:LeadAdvisors is a leading financial institution dedicated to providing excellent financial services to our customers. We seek an experienced and highly motivated Financial Services Representative to join our team in the U.S.A Financial Services Representative plays a crucial role in providing clients with comprehensive financial...


  • Makati City, National Capital Region, Philippines Sun Life Grepa Financial Inc. Full time

    Sun Life Grepa Financial Inc. is a renowned financial services provider seeking an experienced Financial Service Consultant.As a key member of our team, you will be responsible for undertaking financial planning interviews using structured presentation processes and fact-finding materials.Key responsibilities include:Analyzing client needs and preparing...


  • Caloocan City, National Capital Region, Philippines Work Services Full time

    Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at Work Services. The ideal candidate will have a strong background in customer service, excellent communication skills, and the ability to work well in a team environment.Key Responsibilities Handle customer inquiries and resolve issues in a timely and professional...


  • Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time

    Job Title: Affinity Financial OfficerAt Sun Life Grepa Financial, Inc., we are seeking a highly skilled and motivated Affinity Financial Officer to join our team.Key Responsibilities:Develop and implement effective sales strategies to promote and market our life insurance products to seafarers.Provide financial planning services to clients, identifying their...


  • Quezon City, National Capital Region, Philippines L.G. Atkimson Import-Export, Inc Full time

    Job DescriptionWe are seeking a detail-oriented and organized Financial Services Representative to join our team at L.G. Atkimson Import-Export, Inc.About UsL.G. Atkimson Import-Export, Inc is a reputable company that offers complete government benefits, free lunch and snacks every day, competitive salary, and an office location in Del Monte Avenue, Quezon...


  • Makati City, National Capital Region, Philippines LeadAdvisors Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Services Representative to join our team in the U.S.A leading financial institution dedicated to providing excellent financial services to our customers. As a Financial Services Representative, you will serve as a trusted advisor, helping individuals and businesses make informed...


  • Makati City, National Capital Region, Philippines Neksjob Full time

    We are seeking a highly skilled Financial Services Representative to join our team at Neksjob in Makati.About the RoleAs a Financial Services Representative, you will be responsible for handling customer inquiries and resolving their requests in a timely and efficient manner.You will utilize various client-based tools and applications to manage customer...


  • Quezon City, National Capital Region, Philippines LeadAdvisors Full time

    We are a leading financial institution dedicated to providing exceptional services to our customers. Our company, LeadAdvisors, specializes in business process outsourcing and digital content marketing. We handle campaigns for brands across the United States, delivering outstanding results and driving growth for our clients.About the JobThis is an exciting...


  • Makati City, National Capital Region, Philippines Sun Life Grepa Financial, Inc. Full time

    About the RoleWe are seeking a highly skilled Senior Financial Services Specialist to join our team at Sun Life Grepa Financial, Inc. In this role, you will be responsible for conducting comprehensive financial planning interviews using innovative structured presentation techniques and insightful fact-find materials.Key ResponsibilitiesDeliver exceptional...


  • Quezon City, National Capital Region, Philippines Talent Outsourcing Channel Solutions Full time

    About Our TeamTalent Outsourcing Channel Solutions is a dynamic organization that provides exceptional customer service solutions. We are committed to delivering top-notch support to our clients and are now seeking a talented individual to join our team.Job DescriptionThe role of Financial Service Representative involves providing outstanding customer...


  • Quezon City, National Capital Region, Philippines J-K Network Services Full time

    Job Title: Customer Service RepresentativeJob Summary:We are seeking a highly skilled and motivated Customer Service Representative to join our team at J-K Network Services. As a Customer Service Representative, you will be responsible for ensuring first call resolution for customers contacting us through our voice channel by consistently utilizing available...


  • Quezon City, National Capital Region, Philippines Neksjob Full time

    Neksjob is looking for a skilled Customer Service Representative to join our team in the financial services industry.About UsWe offer competitive salaries, exciting performance bonuses, and career advancement opportunities. Our comprehensive healthcare benefits ensure that you have access to quality medical care.Salary and BenefitsThe estimated annual salary...


  • Caloocan City, National Capital Region, Philippines Uni-Dravo Commercial Corporation Full time

    About Uni-Dravo Commercial CorporationWe are a dynamic company dedicated to delivering exceptional customer experiences. Our team is committed to providing world-class service that meets the evolving needs of our clients.Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team. As a key member of our customer-facing...