Tellering Officer

BDO Unibank; Angeles; On-site; PHP 201,000 - 312,000; Full time

Job summary

BDO Unibank, Inc. in Clark, Pampanga seeks a Tellering Officer to process transactions promptly and accurately in Teller for Signature and ICOS in line with bank standards.

The role involves handling documents, following approvals, and maintaining orderly records while working a rotational shift. Willingness to work on holidays or weekends is required.

Qualifications

• Bachelor’s degree in any business course.
• Strong communication skills with clear and effective conveyance to clients and colleagues.
• Excellent organizational skills with the ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Checks the authenticity and completeness of documents before processing.
• Implements instructions promptly and correctly including OPICs transactions.
• Ensures that all instructions are completely processed.
• Observes maker/checker policy.
• Secures approval of transactions per Matrix of Approval.
• Coordinates with designated personnel for disposition of concerns.
• Performs end-of-day balancing of transactions.
• Reports issues or incidents that may lead to financial loss or customer complaints.
• Ensures procedures are covered with updated Interim Guidelines.
• Maintains file of documents in chronological order.
• Complies with bank policies including phone courtesy, tardiness, and absences.

Skills

Strong communication skills

Excellent organizational skills

Education

Bachelor’s degree in any business course

Job description

Job Description:

About BDO

BDO Unibank, Inc. is the Philippines’ leading full‑service bank, offering a wide range of financial and digital banking services. Guided by our brand promise“We Find Ways,” we are committed to delivering easy, reliable, and customer‑focused services. Build your career with a trusted industry leader.

Job Summary

The Tellering Officer isprimarily responsible in processing transactions promptly and accurately in Teller for Signature (T4S) and Integrated Collection System (ICOS)in line with the Banks standards and requirements.

Key Responsibilities

Operations

1. Checks the authenticity and completeness of documents received from requesting unit/s prior to processing.
2. Implements instructions (emailed/hard copy) promptly and correctly including processing of transactions received via OPICs.
3. Ensures that all instructions received are completely processed.
4. Observes maker/checker policy.
5. Secures approval of transactions in accordance with existing Matrix of Approval.
6. Coordinates immediately with designated personnel of requesting unit for disposition of any concern pertaining to instruction
7. Performs end of day balancing of transactions.
8. Reports immediately to Team Head/Officer any noted issue or incident that may result to financial loss or customer complaint.
9. Checks that existing procedures are covered with updated and properly approved Interim Guidelines.
10. Maintains file of documents in chronological order.

Organizational Administrative

1. Complies with Bank’s policies and procedures including rules on telephone courtesy, tardiness and absences.

Customer Satisfaction

1. Ensures that transactions/reports are processed, posted, prepared, and or submitted correctly and promptly.
2. Ensures that queries/concerns are immediately acted upon and or elevated to proper unit/s or authorities.
3. Ensures that documents are immediately available when needed.

Qualifications

• Bachelor’s degree in any business course
• Strong communication skills, with the ability to clearly and effectively convey information to clients, colleagues, and stakeholders.
• Excellent organizational skills, with the ability to manage multiple tasks, prioritize responsibilities, and maintain accuracy in a fast-paced environment.
• Willing to work onsite in Clark, Pampanga
• Must be willing to work on a rotational shift (possible graveyard shift)
• Must be willing to work on Holidays or Weekends