About the Role
As a Fulfillment Officer, you will be responsible for reviewing DigiBanker documents submitted by clients to ensure they are complete, consistent and in order. You will ensure accurate encoding of Customer information to DigiBanker system before granting approval and timely submission of Enrollment reports. You will educate internal partners on various aspects and requirements in DigiBanker enrollment.
How you'll contribute
- Primary responsible in reviewing documents submitted by clients
- Primary responsible for approving client enrollments/request in the DigiBanker system
- Primary responsible for verifying client's data/ information in EQ and CRM against documents submitted
- Primary responsible for verifying client's signature on the documents submitted versus Specimen Signature Card uploaded in MV SVS
- Primary responsible in coordinating with the Merchant for SIN validation and BIPPS enrollment
- Primary responsible in lodging and performing callbacks for opportunities in Salesforce
- Monitors all enrolled/regularization of DigiBanker documents which includes email follow ups to the concerned Branch and Sales Manager for their direct coordination to client
- Forwards the enrolled DigiBanker documents for complex module to TBG Officers for regularization of signature
- Primary responsible in ensuring documents received are complete prior to forwarding original documents to CDC Records for safekeeping
- Files documents per client for scanning, indexing and safekeeping of CDC Records
- Returns Digibanker documents to the branches/ unit with no compliance on the noted deficiencies
- Ensure documentation conforms to the Bank's policies and standards, including risk mitigation through adherence to the control framework
What we're looking for
- Graduate of any business course
- Should have the ability to review documents, detail-oriented, and able to provide relevant and actionable insights
- Must have excellent time management, filing and organization skills especially the ability to multitask and prioritize.
About Security Bank
Security Bank is one of the Philippines best capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking.
We're recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.
Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes World's Best Employers 2023 list.
At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): YOU matter.
Start your BetterBanking career with us today.
