Financial Services Representative

3 days ago


Davao City, Davao, Philippines DVO2 EAST WEST BANK MATINA Full time

Job Overview:

We are seeking a highly skilled Financial Services Representative to join our team at DVO2 EAST WEST BANK MATINA.

About the Role:

The successful candidate will be responsible for opening new customer accounts by accurately collecting and verifying personal and financial information, ensuring compliance with banking regulations. They will also provide excellent customer service by assisting clients with account inquiries, transactions, and troubleshooting account-related issues.

Key Responsibilities:

  • Account Opening: Process new customer account openings, including accurately collecting and verifying personal and financial information, and ensuring compliance with banking regulations.
  • Customer Service: Provide exceptional customer service by assisting clients with account inquiries, transactions, and troubleshooting account-related issues.
  • Transaction Processing: Process deposits, withdrawals, and transfers while maintaining accurate records and ensuring the security of customer information.

Requirements:

  • Attention to Detail: Strong attention to detail and ability to accurately process financial transactions and documentation.
  • Communication Skills: Excellent communication skills to effectively interact with customers and address their inquiries.
  • Banking Knowledge: Basic understanding of banking procedures, regulations, and the ability to learn new software and systems quickly.

What We Offer:

We offer a dynamic and supportive work environment, opportunities for career growth and development, and a competitive salary package.



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