- Assist the Accounting Head in monitoring administrative expenses and compliance to internal and external reportorial requirements. - Records all transactions on books of accounts – General Journal books, Cash Disbursement books and General Ledger. - Ensures complete and proper filing/safekeeping of all company’s accountable forms, records and reports. - Ensures adherence to company policies and procedures

- Continually evaluates and explores for improvements to existing products according to changing customer needs, product feedback, internal processes and industry developments. - Identifies potential new product opportunities. - Coordinate closely with different departments and suppliers to gain insights and ensure successful launches of new products. - Identifies and coordinate with potential strategic partners. - Conduct training sessions about the new products.

- To generate revenues by servicing customers who wish to buy or sell equities listed in the Philippine Stock Exchange (PSE) or other financial instruments.- To increase sales by expanding the company’s retail. Corporate and online customer base.- Assists in preparing presentations, proposals, product demos and other sales activities.

- Ensures that branch operations are in accordance with the policies and procedures.- Handles investments, cash management, ATM services, over-the-counter transactions, and clearing.- Cross-selling products of subsidiary companies.- Manage and develop people.- Identifies risks and set up controls.- Handles clients’ inquiries and concerns.- Evaluate and formulate plans to achieve higher service quality and operational efficiency.

Responsible for over-all branch operations, including but not limited to cash management, checking of general ledger and other accounting reports and functional supervision of all branch staff and personnel.