Contribution & Withdrawal Assistant (Trust and Investments Group)

Responsibilities

The position is primarily responsible for:

• processing contributions – receives cash/check and other contribution orders, various payments and collections from front office and encodes in the system; issues Official Receipt, and daily monitoring

• processing withdrawals – receives withdrawal orders and encodes in the system; check for completeness of withdrawal documents; prepares application/instructions/memo for other modes of withdrawal proceeds/disbursement; and releases checks for withdrawal proceeds and other disbursements to front office/authorized recipient.

• Official Receipt Processing – monitors/request inventory of Official Receipts; prepares report for Official Receipts issued

Qualifications

• Graduate of any Bachelor’s degree relevant to the job

• With 2-3 years work experience in Trust, Wealth, Banking or any Financial Institution is an advantage

• Proficient in Microsoft Office applications

• Must possess good communications skills, computer literate and can work with minimum supervision

• Analytical, hardworking, people and service-oriented, has the ability to work under pressure and a team player

• Fresh graduates are welcome to apply

• Applicants must be willing to be assigned in Makati

• Must be a Filipino citizen

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration  of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.                                                                                                                       Requisition ID: 21422