Job Description
Job Description
Position responsible for accurate and timely processing of all types of payments and resolving or facilitating all types of inquiries and requests from walk‑in clients at the Client Service Centers.
Responsibilities
- Process payments for all four lines of businesses; issue official receipts and account for collections daily.
- Ensure daily collections are properly accounted for, reported, and deposited within company standards; safeguard cash, checks, petty cash fund, provisional receipt booklets, and official receipts.
- Resolve all types of inquiries and requests at the counter in a timely, accurate, professional, and courteous manner.
- Facilitate and process disbursement‑related transactions such as loans, cash surrender value, cash withdrawal of dividends, plan terminations, and endowment payouts; monitor receipt of plan termination checks and non‑cash transactions.
- Scan new business and conve...