Financial Services Representative

We are seeking a highly motivated and experienced Financial Services Representative to join our team at Sun Life Grepa Financial. As a key member of our team, you will be responsible for developing and maintaining relationships with bank branch personnel and generating referrals for the bank through fact-finding interviews.About the JobIn this role, you will...

At Sun Life, we're passionate about helping our Clients achieve their financial goals. As a Client Service Representative, you'll play a key role in delivering exceptional service to our Clients, ensuring they receive the support they need to thrive.As part of our team, you'll be responsible for receiving payments, checking application completeness, and...

We are looking for a skilled Financial Services Representative to join our team at E.D. Paras Insurance Services.About the OpportunityThis role offers a unique chance to build a successful career in financial services, with a focus on providing expert advice and guidance to clients.Key ResponsibilitiesMeet with clients to discuss their financial needs and...

We are a dynamic company, Sapient, looking for talented individuals to join our financial team in Metro Manila. Our one-day hiring process offers a chance to experience the fast-paced environment and receive a salary offer up to 25K plus monthly commissions.ResponsibilitiesManage financial transactions with accuracy and efficiency, handling inquiries with...

Job Summary">The Financial Services Representative role at BLUFORCE involves building and maintaining relationships with clients, providing financial advice and support, and processing transactions and payments. If you have a passion for finance and customer service, this could be the perfect opportunity for you.">Key Responsibilities">">Develop and...

The Financial Services Representative is an integral part of our operations group, providing expert advice and support to customers. As a representative, you will process financial transactions, prepare reports, and handle customer inquiries.Key ResponsibilitiesProcess financial transactions, including deposits, withdrawals, and transfers.Prepare and...

**About the Role:**Perform a range of banking operations tasks, including tellering, bill pay transactions, and processing of outward clearing items.Prepare financial documents and reports, such as MC/GC, DD, Telegraphic Transfer, EOD Cash Proof Sheet.Process loan applications, credit card applications, and other banking services.**Skills and...

About Our CompanyMetrobank is a leading financial institution in the Philippines, offering a wide range of banking services to individuals and businesses. As a Relationship Associate, you will play a key role in building and maintaining strong relationships with our clients.Your Key Responsibilities:Servicing daily client requests and maintaining accurate...

Sun Life Grepa Financial, Inc. Company OverviewHistory of ExcellenceSun Life Grepa Financial, Inc. has built a reputation for delivering exceptional financial solutions through its bancassurance, agency, and group account channels. Our team is committed to providing customers with personalized support.The Job DescriptionYour key responsibilities will...

The Corporate Service Representative is a key member of our team, responsible for delivering exceptional service to our clients and ensuring the smooth operation of our distribution channels.Responsibilities:Policies and Benefits: Set up policies and benefit schedules based on client proposals.Account Management: Manage a portfolio of accounts, maintaining...

Job OverviewWe are looking for a highly dependable and detail-oriented professional to fill the position of Accounting and Financial Services Professional at Indinero (Philippine Representative Office) Inc.In this role, you will provide flexible support to key Accounts Payable and Accounts Receivable functions, with a heavier workload during peak seasons and...

Private Advertiser is searching for a Financial Services Representative who can promote available products and services to clients. The main responsibilities include sales, client dealing, and maintaining excellent relationships.Requirements:Bachelor's degree required; advantageous if in relevant fieldFresh graduates welcome who are willing to learn and...

About the OpportunityDBOS in Australia offers a challenging role for a Financial Services Representative.Key Responsibilities:Deliver exceptional customer service and supportBuild and maintain relationships with clients and stakeholdersConduct needs assessments and provide tailored solutionsMeet or exceed sales targets and business objectivesCollaborate with...

Are you passionate about delivering exceptional customer experiences?Do you have a strong background in customer service or administrative functions?As a Client Journey Assistant at Sun Life Grepa Financial, Inc., you will play a critical role in supporting our Bancassurance Sales team and ensuring seamless customer interactions.Responsibilities...

Role OverviewThe Financial Services Director will be responsible for leading the overall leadership and management of the Finance Support domain within Manulife Business Processing Services. This includes maintaining trust with customers, ensuring efficient, high-quality service delivery, and strategic deliverables.This role is accountable for more than 160...

As a Financial Services Representative, you will be responsible for providing exceptional service to our clients.Responsibilities:Provide services such as account opening and client verification, account maintenance, and other special services that the bank may offerWork closely with clients to understand their needs and preferencesEnsure that clients...

Job DescriptionWe are seeking an experienced Customer Service Representative to join our financial services team. As a key member of our operations team, you will be responsible for providing exceptional customer service to clients, resolving inquiries and issues in a timely manner, and ensuring high levels of customer satisfaction.

Sun Life Grepa Financial, Inc. is seeking a Sales Officer to support our Bancassurance initiatives.About the OpportunityUndertake financial planning interviews with clients to identify their insurance needs.Develop and maintain relationships with bank branch personnel to drive business growth.The successful candidate will have a Bachelor's degree, 1-3 years...

About this Opportunity:We are seeking a skilled Financial Services Representative to join our team for a US-based campaign. This role involves driving revenue growth by selling financial services and loan products to potential clients through outbound and inbound calls.Job Summary:Responsible for initiating outbound sales calls to direct mail offers and...

Job Description:As a Customer Service Representative, you will be the face of our organization, providing exceptional service to our customers.Responsibilities:Handle customer inquiries and concerns in a professional mannerProcess customer transactions, including cash, credit card, and mobile paymentsRequirements:Basic math skills and ability to handle...