Client Enrollment Specialist  

As an Enrollment Specialist, you will be responsible for receiving documents from the branch, CRG, and BG, and reviewing Digibanker documents. You will also be responsible for requesting confirmation from the client’s authorized signatories on the enrolment of simple products or services to be availed.

How you'll contribute

• Receives Digibanker documents forwarded by clients through CMS Online Portal, endorsement of CDC, branches, or other units and department via GSD and foot messenger
• Verifies completeness, review, and do signature verification on the documents forwarded by Client, Branch, Banking Center, Corbank, or CDC before client or account enrollment and maintenance in SBC Digibanker Backoffice system or Cash Port
• Performs creation of record or maintenance in Digibanker Back office or Cash Portal if documents submitted are complete
• Prepares weekly consolidated report for the list of clients with pending regularization or pending submission of hard copy of signed enrollment form
• Enroll or deactivate Subscriber Invoice Number (SIN) for UEP clients

• Bachelor's Degree in Business Administration, Commerce, Finance or Banking, or any related field
• Must be responsible, organized, and keen on details
• Organized and with good analytical skills
• Must have good interpersonal or communication skills