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Manulife Investments - Mactan Newtown Lapu-Lapu City

2 to 4 Years Experience PHP 20,000 - 25,000 per month

Manulife Business Processing Services

With business certificates
Mactan Newtown, Lapu-Lapu City, Cebu
Total vacancies for this job title : 2
Posted on : July 18, 2019
Job ID : 325128

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Details

BUSINESS PROCESS ASSOCIATE
 
Minimum Requirements:

Advantages - background and experience in Banking, Insurance, Securities and Investments
  • Candidate must possess at least a Bachelor's/College Degree , Post Graduate Diploma / Master's Degree, Professional License (Passed Board/Bar/Professional License Exam), Post Graduate Diploma / Master's Degree, Economics, Finance/Accountancy/Banking, Business Studies/Administration/Management, Marketing, Commerce or equivalent.
  • At least 2 year(s) of working experience in the related field is required for this position.
  • Preferably 1-4 Yrs Experienced Employees specializing in Finance - Corporate Finance/Investment/Merchant Banking or equivalent.
  • 2 Full-Time position(s) available.
  • Amenable to work in Mactan Newtown, Lapu-Lapu City, Cebu
JOB DESCRIPTION
 
This role is primarily accountable for processing and communications for all complex client requests for one or more product lines OR multiple transaction categories. Progress will be made towards full proficiency and sound business knowledge regarding all complex transaction types within these product lines.
Dedication to maintaining the outlined service levels and quality and productivity standards is required and will be used to measure success.

This role is responsible for various tasks and reports related to daily processing service, including but not limited to:
  • Quality Control for all routine transaction types
  • Daily bulk settlement and payment
  • Reports related to business unit controls and critical overview of workflows with full adherence to requirements for sign off and storage/retention.
  • Support to other business areas such as Call Centre, Distributor Services and Technical Support is required at this level.
  • At this level team members are well versed in industry & business requirements including but not limited to AML, FundSERV, OLT, anti-money laundering, formal trusts, estates, corporate and Nominee name etc
MINIMUM SKILLS TO BE HIRED
  • Technical Requirements (indicate the minimum technical requirements needed to be hired)
  • Graduate of a 4 year Business or Finance related courses; and with relevant work experience preferably in banking or financial industry companies (e.g. insurance, investments, securities etc.)
  • Must pass the following exams:
    • CWM Test with an overall score of 24 and above
    • RPS and GRS Math exam with an overall score of 7 and above
  • Advanced computer knowledge and has worked on applicable mainframes
  • Accurate keyboarding skills with an average speed of 35 wpm
  • Excellent  written and oral communication skills with BUPLAS score of 3.5 and up
  • High level of accuracy in previous role
  • Strong comprehension skills; Ability to research and investigate answers to complex questions, problems and situations
  • Has achieved an in depth knowledge for applicable systems, products, functions and processes/work flows
  • Able to analyze statistical trends and provide procedural solutions
Behavioral Requirements
  • Demonstrates initiative to improve
  • Ability to work independently and in a team environment
  • Must be able to work on the night shift
  • Willing to render overtime and report during weekends or holidays as needed
  • Willing to accept additional challenges and new assignments
  • Dependable and does everything possible to meet targets and team commitments    
MINIMUM REQUIREMENTS (TO GO ON BOARD/LIVE)

Technical Requirements
  • Successful completion of Product and Business Training
  • Good understanding of the product and must pass the Skills verification exams
  • Ability to learn applicable systems, functions and processess/workflows
  • Able to research, analyze and problem solve routine issues
  • Able to pass training quizzes depending on the increasing target per worktype
  • Able to meet individual UAT (training) targets per week, both over-all and per worktype
  • Able to learn new transaction processes quickly and with high accuracy
Behavioral Requirements
  • Demonstrates initiative and accountability
  • Commitment to high level of quality and customer service
  • Upholds professionalism, respect and integrity as vital factors in adding value to company’s financial strength
  • Ability to handle stress and work in a high-pressured environment
  • Ability to organize and prioritize work
  • No attendance issue
JOB RESPONSIBILITIES
  • Accurately handle increasingly complex client service requests at initial point of contact utilizing multiple administrative systems within the defined service standards
  • Take a proactive role in identifying and reporting areas of continuing client concern (trends) and make recommendation to help develop and implement strategies to resolve the issues in order to improve the service experience.
  • Identify and escalate exceptions with recommendations to appropriate resource
  • Support on escalated cases as assigned and able to work effectively with business partners and leaders to resolve issues
  • Identify opportunities and make recommendations to improve operational process and practices.
  • Responsible for contributing to a strong collaborative team and building customer working relationships while providing excellent customer service.
  • Keep current with company policies, procedures and maintain processing knowledge
  • Expectation of measures around accuracy and service excellence are met


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