Dedicated offshore staffing
Banking and financial services staff in the Philippines
Add dedicated support for customer accounts, loan administration, financial records and reporting. KamelBPO recruits to your requirements so your offshore staff can work within your institution’s systems and procedures.
Selected roles for your industry
Start with the account, lending or reporting work you want to delegate. These roles provide different kinds of operational support, with responsibilities and approval limits set by your team.
Customer accounts and lending support
- Customer Service Representative Handle routine account enquiries and route requests through your identity-checking and escalation procedures.
- Loan Servicing Representative Maintain loan account records, answer servicing enquiries and coordinate follow-up on required documents.
- Loan Analyst Organize borrower information and financial analysis for review by your credit team.
Accounting and transaction records
- Reconciliation Analyst Compare transaction records, investigate discrepancies and prepare reconciliation reports.
- Accountant Maintain ledgers and prepare financial schedules and reports within your accounting workflow.
- Financial Data Entry Clerk Enter transaction and account information, checking source documents and flagging missing details.
Compliance and reporting support
Browse all Banking & Financial roles (376)
Explore specialist roles and shared business support for Banking & Financial. Search by role or choose a service category to narrow this industry’s list.
Administration
- Administrative Assistant
- Administrative Coordinator
- Administrative Supervisor
- Compliance Administrator
- Consultant
- Data Entry Clerk
- Document Control Specialist
- Executive Assistant
- Office Coordinator
- Office Manager
- Personal Assistant
- Project Administrator
- Project Manager
- Quality Assurance Supervisor
- Receptionist
- Records Management Clerk
- Scheduling Coordinator
- Secretary
- Virtual Assistant
Artificial Intelligence
- AI Bias & Fairness Analyst
- AI Conversation Labeler
- AI Data Annotator
- AI Dataset Specialist
- AI Operations Manager
- AI Output Optimizer
- AI Output Reviewer
- AI Project Manager
- AI Quality and Governance Specialist
- AI Quality Assurance Analyst
- AI Response Evaluator
- AI Safety Reviewer
- AI Training Data Specialist
- AI Workflow Specialist
- AI-Enabled Customer Experience Specialist
- Annotation Quality Reviewer
- Annotation Supervisor
- Annotation Team Lead
- Call Recording Annotator
- Chatbot Training Specialist
- Data Annotation Analyst
- Data Cleaning Specialist
- Data Curation Specialist
- Data Enrichment Specialist
- Data Integrity Analyst
- Data Labeling Specialist
- Data Operations Manager
- Data QA Specialist
- Data Tagging Specialist
- Data Validation Analyst
- Dataset Auditor
- Document Digitization Annotator
- Facial Recognition Data Annotator
- Financial Data Labeling Specialist
- Intent Classification Specialist
- LLM Evaluation Specialist
- Machine Learning Data Associate
- Named Entity Recognition (NER) Annotator
- NLP Data Annotator
- OCR Data Specialist
- Prompt Engineer
- Prompt-Response Evaluator
- QA Team Lead (AI Data)
- RLHF Annotator
- Sentiment Analysis Annotator
- Text Annotation Specialist
- Text Classification Specialist
- Workforce Manager (AI Projects)
Creative
- Art Director
- Blog Writer
- Brand Designer
- Content Editor
- Content Strategist
- Content Writer
- Copywriter
- Creative Director
- Graphic Designer
- Logo Designer
- Mobile App Designer
- Product Designer
- Proofreader
- Social Media Content Creator
- Technical Writer
- User Experience (UX) Designer
- User Interface (UI) Designer
- Video Editor
- Video Producer
- Visual Designer
- Web Designer
Customer Support
- Account Manager
- Bilingual Support Specialist
- Billing and Payment Specialist
- Call Center Supervisor
- Chat Support Specialist
- Client Relationship Manager
- Collections Specialist
- Community Moderator
- Content Moderator
- Corporate Relationship Manager
- Credit Card Support Specialist
- Customer Experience Specialist
- Customer Onboarding Specialist
- Customer Retention Specialist
- Customer Service Representative
- Dispute Resolution Specialist
- Email Support Specialist
- Fraud Investigation Specialist
- Help Desk Agent
- Investment Support Specialist
- Loan Servicing Representative
- Quality Assurance (QA) Analyst
- Remote Support Specialist
- Technical Support Specialist
Data Analysis
- Business Data Analyst
- Business Intelligence (BI) Analyst
- Business Process Analyst
- Compliance Data Analyst
- Credit Analyst
- Data Analyst
- Data Curator
- Data Engineer
- Data Quality Analyst
- Data Scientist
- Data Visualization Specialist
- Economic Analyst
- Financial Data Consultant
- Financial Reporting Analyst
- Fraud Analyst
- Investment Data Analyst
- Knowledge Process Specialist
- Market Research Analyst
- Marketing Analyst
- Portfolio Analyst
- Quantitative (Quant) Analyst
- Regulatory Reporting Specialist
- Risk Analyst
- Sales Analyst
- Treasury Analyst
- Workforce Analyst
Education & Training
- Anti-Money Laundering (AML) Training Specialist
- Banking Software Training Specialist
- Compliance Training Specialist
- Credit Risk Training Specialist
- Customer Service Training Specialist
- Data Privacy and Security Training Specialist
- Financial Compliance and Reporting Trainer
- Financial Product Training Specialist
- Fraud Detection Trainer
- Fraud Prevention Trainer
- Investment Services Training Specialist
- Leadership Development Trainer
- Operational Procedures Trainer
- Product Knowledge Trainer
- Project Management Trainer
- Quality Assurance Trainer
- Regulatory Compliance Trainer
- Risk Management Trainer
Finance & Accounting
- Accountant
- Accounts Payable Specialist
- Accounts Receivable Specialist
- Assistant Financial Controller
- Auditor
- Billing Coordinator
- Billing Specialist
- Bookkeeper
- Budget Analyst
- Certified Public Accountant (CPA)
- Compliance Analyst
- Financial Analyst
- Financial Controller
- Financial Data Entry Clerk
- Financial Operations Manager
- Fund Manager
- Investment Analyst
- Investment Operations Analyst
- Loan Analyst
- Reconciliation Analyst
- Revenue Analyst
- Tax Accountant
- Tax Compliance Specialist
- Underwriting Financial Analyst
Human Resources
- Benefits Specialist
- Compensation Analyst
- Diversity and Inclusion Manager
- Employee Assistance Program (EAP) Coordinator
- Employee Relations Manager
- Employee Relations Specialist
- HR Analyst
- HR Business Partner
- HR Compliance Specialist
- HR Information Systems (HRIS) Manager
- HR Information Systems (HRIS) Specialist
- HR Metrics Specialist
- HR Operations Manager
- HR Operations Specialist
- Human Resources (HR) Manager
- Human Resources Generalist
- Inclusion Specialist
- Labor Relations Specialist
- Learning and Development Specialist
- Organizational Development Manager
- Organizational Development Specialist
- Payroll Specialist
- Performance Manager
- Recruiter
- Recruitment Manager
- Recruitment Specialist
- Risk and Compliance HR Manager
- Talent Acquisition Manager
- Talent Development Manager
- Talent Management Specialist
- Training Coordinator
Information Technology
- Android Developer
- Angular Developer
- API Developer
- Artificial Intelligence (AI) Engineer
- ASP Developer
- ASP.NET Developer
- AWS Cloud Architect
- AWS Engineer
- AWS Solutions Architect
- Azure Cloud Architect
- Azure Engineer
- Azure Solutions Architect
- Back-end Developer
- Bootstrap Developer
- C# Developer
- C++ Developer
- Cloud Engineer
- Cloud Migration Specialist
- Cloud Solutions Architect
- Cloud Support Specialist
- Cloud Systems Administrator
- Couchbase Database Administrator (DBA)
- Cyber Coordinator
- Cybersecurity Analyst
- Database Administrator (DBA)
- DevOps Engineer
- Django Developer
- Docker Engineer
- Drupal Developer
- ElasticSearch Engineer
- Ethical Hacker/Penetration Tester
- Express.js Developer
- Flash Developer
- Front-end Developer
- Full Stack Developer
- Go (Golang) Developer
- Google Cloud Architect
- Google Cloud Engineer
- Google Cloud Solutions Architect
- GraphQL Engineer
- Information Security Manager
- Information Technology (IT) Manager
- iOS Developer
- IT Infrastructure Specialist
- Java Developer
- JavaScript Developer
- Jenkins Engineer
- Jira Subject Matter Expert
- Joomla Developer
- jQuery Developer
- Kubernetes Engineer
- Laravel Developer
- Machine Learning Engineer
- MariaDB Database Administrator (DBA)
- Microsoft SQL Database Administrator (DBA)
- Mobile App Developer
- MongoDB Database Administrator (DBA)
- MySQL Database Administrator (DBA)
- Network Administrator
- Network Security Administrator
- Node.js Developer
- NoSQL Database Administrator (DBA)
- Oracle Database Administrator (DBA)
- Oracle ERP System Analyst
- PHP Developer
- Postgresql Database Administrator (DBA)
- Python Developer
- Quality Assurance Engineer
- Quality Engineer
- React Developer
- Ruby Developer
- Ruby on Rails Developer
- Rust Developer
- SASS Developer
- Security Operations Center (SOC) Analyst
- SharePoint Developer
- Site Reliability Engineer
- Software Architect
- Software Developer
- Software Engineer
- SQL Database Administrator (DBA)
- Swift Developer
- Symfony Developer
- System Administrator
- Systems Administrator
- TailwindCSS Developer
- TypeScript Developer
- VMware Engineer
- Vue.js Developer
- Web Developer
- WordPress Developer
Legal & Compliance
- Anti-Money Laundering (AML) Officer
- Anti-Money Laundering (AML) Specialist
- Compliance Auditor
- Compliance Counsel
- Compliance Officer
- Conduct Compliance Specialist
- Contract Administrator
- Contract Manager
- Corporate Governance Specialist
- Credit Risk Manager
- Data Privacy and Protection Specialist
- Data Privacy Officer
- Ethics Officer
- Financial Crime Analyst
- Financial Crime Compliance Officer
- Fraud Prevention Manager
- Governance Risk and Compliance (GRC) Analyst
- In-House Counsel
- Information Security Compliance Specialist
- Internal Auditor
- Legal Compliance Analyst
- Risk Management Specialist
- Risk Manager
Online Marketing
- Affiliate Marketing Manager
- Affiliate Marketing Specialist
- Campaign Analyst
- Content Marketing Specialist
- CRO Specialist
- Digital Analytics Manager
- Digital Campaign Coordinator
- Digital Marketing Manager
- Digital Marketing Specialist
- Display Advertising Specialist
- Email Campaign Specialist
- Email Marketing Manager
- Email Marketing Specialist
- Marketing Advertising Executive
- Marketing Automation Specialist
- Marketing Coordinator
- Marketing Manager
- Media Planner & Buyer
- Online Marketing Manager
- Online Reputation Manager
- PPC Specialist
- Search Engine Marketing (SEM) Specialist
- SEO Analyst
- SEO Specialist
- Social Media Manager
- Social Media Marketing Specialist
- Web Analytics Specialist
Sales
- Account Executive
- Affiliate Sales Manager
- Business Banking Sales Representative
- Business Development Manager
- Client Acquisition Specialist
- Commercial Loan Officer
- Compliance Sales Specialist
- Inbound Sales Agent
- Investment Advisor
- Lead Generation Specialist
- Market Development Representative
- Mortgage Advisor
- Online Banking Sales Specialist
- Online Sales Specialist
- Outbound Sales Agent
- Personal Loan Officer
- Product Specialist
- Retail Banking Sales Representative
- Sales Support Specialist
- Strategic Account Executive
- Strategic Sales Consultant
- Telemarketing Sales Specialist
- Upsell & Cross-sell Specialist
- Wealth Manager
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Need broader finance, IT, marketing or administrative support? Browse all services or find another role.
Built around your financial operation
Tell us your products, customer channels, accounting systems and experience requirements. Agree on access permissions, verification procedures and how staff should escalate exceptions. Your authorized team retains credit decisions, financial advice and final approval of regulated activity and reporting.
You manage day-to-day work. KamelBPO handles recruitment, HR, payroll and staff support, with a dedicated account manager and 24/7 IT support included.
How to get started
From your first brief to ongoing support, here is how offshoring with KamelBPO works.
Recruitment is always free for new and existing clients. No recruitment contract or commitment to hire.
Our client service agreements are month-to-month.
Share your job description
Send us the responsibilities, skills and experience you need. Include the tools, working hours and other requirements, including any duties that require someone at your premises.
Receive your quote
We provide a quote based on your requirements, so you can review the staffing cost before recruitment begins.
Talk through the role
On a discovery call, we discuss your business, priorities and expectations to clarify the brief and what a suitable candidate looks like. We also explore your broader business needs and plans to scale, identifying other ways we can support your team.
Review pre-screened candidates
We begin recruiting and send you pre-screened resumes. Choose the applicants you would like to meet, and we refine the search together as your preferences become clearer.
Meet candidates and share feedback
We arrange video interviews so you can meet applicants face-to-face, with your KamelBPO account manager joining the conversation. Be candid about what fits and what does not. Your feedback at any stage helps us focus the search.
Choose your hire and onboard
KamelBPO employs and onboards your chosen candidate with a six-month probationary period. Assess long-term fit against performance standards made clear at the start, with our support through regularization.
Explore KamelBPO
Find the right support for your business.