Joe Apaya

A Bank Assure Financial Solutions Specialist (FSS) will be stationed in each Metrobank branch and will work hand-in-hand with the branch officers and staff to give the best possible financial solutions to their clients.

Identifies prospective clients, financial planning interviews, prepares presentations, and closes the sale of insurance and investment services to high net worth individual.

Undertakes financial planning interviews using structured presentation processes and fact find materials.

Process on-us check deposits and cash deposits.
Responsible for opening of account for existing client or new customer.
Responsible for opening a corporate account, personal and joint account.
Process for Time Deposit including but not limited to Peso, Dollar, Japanese Yen and Chinese Yuan currency.
Reports for Leeway
Responsible for UITF (Unit Investment Trust Funds)
Process for loan application and promote the bank product such as Metrobank Card; Phil Charter; Personal Insurance; Long Term Investment and so on.
Responsible for cheque requisition.
Process the embossed ATM card respectively.
Responsible for the activation of ATM card using BASE24 system.
Responsible for AMLA (Anti Money Laundering ACT).

Sundries / Clearing Clerk

Responsible for Local and Foreign Telegraphic Transfer.
Responsible for Demand Draft, Remittance.
Responsible for IDBS (Internal Date Bank System)
Responsible to counter check the amount in words, date and name written on the cheque and validated slip.
Encode cheque to ECS (Electronic Clearing System)
Ensures that the encoded cheques are tally on the Mosaic based on the ECS.
Process and signed clearing certificate

Teller

Process over the counter cash/check deposits, withdrawals, check encashment, bills payment, closing of accounts and signature verification.
Responsible for counterfeit detection.
Accept other transactions such as fund transfer, bills purchased and dollar for collection.
Ensures that the printed tellers total and journal are accurately signed by the Branch Officer

- Check for cancelled card, court cases, fraud list/s, and past dues.
- Responsible for approved and rejected accounts.
- Assures that appropriate records are maintained.

CREDIT INVESTIGATOR (In-House)
- Assigning CI personnel for oculars to their respective area.
- Monitoring for the relay of CI personnel.
- Encode CI relay appropriately.
- Responsible for CIBI

PHONE-VERIFIER
- Verifying the employment status of the client.
- Checking for bank accounts.
- Checking the present and previous loan from other bank.
- Trade checking.

ENCODER
- Encode for (ALAC) auto loan approval checklist and (LA) loan advice.