PORTFOLIO ACCOUNT MANAGEMENT OFFICER

Bank of the Philippine Islands (BPI)


Date: 2 weeks ago
City: Manila
Contract type: Full time
The Portfolio Account Management Officer is responsible for managing and servicing portfolio tagged accounts in Business Banking. The officer shall serve as primary contact and lead

coordinator servicing and administering assigned portfolio-managed accounts.

Duties And Responsibilities

  • Handles immediate resolution of simple and complex queries coursed through BB
  • Client Services or directly to PAM’s email.
  • Gathers and analyzes information of clients depending on the inquiries and requests received to ensure proper handling of each request.
  • Routes offering memo relative to client’s post-booking concerns subject for management’s approval.
  • Coordinates with partner units such as BB Client Services, Maintenance, Fulfillment, and Sales to ensure inquiries and requests of internal and external clients are properly handled within agreed TAT.
  • Escalates client inquiries, complaints and other concerns and ensure immediate resolution within agreed TAT.
  • Coordinates with Sales, Credit, Fulfillment and other units for the credit line renewal of Portfolio Managed accounts.
  • Ensures Portfolio Managed accounts are compliant with KYC and Due Diligence requirements of the bank and BSP.
  • Prepares weekly individual performance reports to be submitted to PAM TH for team consolidation.
  • Recommends process improvement suggestions based on personal day-to-day work

Qualifications

  • At least 2 years of work experience in Sales or back office
  • Bachelor's degree in Business, Marketing, Finance, Economics, Accounting, or other similar degrees

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