Specialist, Branch Support

RCBC Bankard Services Corporation; Eastern Manila District; On-site; PHP 240,000 - 360,000; Full time

Job summary

RCBC Bankard Services Corporation in Manila is seeking a detail-oriented professional to handle email fulfillment for applications, verify documents, and coordinate with branches to obtain missing information.

You will generate daily reports, prepare transmittals for Acceptance Service Division, and facilitate sign-offs. A background in pre-screening and banking, plus strong customer service skills, are essential.

Qualifications

• Graduate of any four-year course.
• Knowledgeable in sales and marketing.
• Account/partner management is preferred.
• Background in a Pre-screening function.
• At least 1 year of experience in banking industry specifically in the area of pre-screening and account management.
• With excellent customer service skills.

Responsibilities

• Fulfillment of emails received from branch with regards to applications status, immediate processing and completion of lacking details and documents.
• Reviews completeness of submitted application forms and supporting documents as against established criteria.
• Coordinates with the branches for any lacking information of the AFs or submitted documents.
• Prepares reports for Daily Inflows/Turn-Ins, RTS, etc.
• Prepares transmittal of all complete AF’s received for the day and submit the same to Acceptance Service Division (ASD).
• Facilitates sending out of documents for sign-off and approval of different unit within the company.
• Performs other related duties as may be assigned from time to time.

Skills

Sales and Marketing

Account/Partner management

Pre-screening

Customer service

Education

Graduate of any four-year course

Job description

Job Purpose

• Fulfillment of emails received from branch with regards to applications status, immediate processing and completion of lacking details and documents.

• Reviews completeness of submitted application forms and supporting documents as against established criteria.

• Coordinates with the branches for any lacking information of the AFs or submitted documents.

• Prepares reports for Daily Inflows/Turn-Ins, RTS, etc.

• Prepares transmittal of all complete AF’s received for the day and submit the same to Acceptance Service Division (ASD).

• Facilitates sending out of documents for sign-off and approval of different unit within the company.

• Performs other related duties as may be assigned from time to time.

Job Requirements

• Graduate of any four-year course

• Knowledgeable in sales and marketing

• Account/partner management is preferred

• With a background in a Pre-screening function

• At least 1 year of experience in banking industry specifically in the area of pre-screening and account management

• With excellent customer service skills