Account Servicing Manager

Metrobank; Taguig; On-site; PHP 500,000 - 700,000; Full time

Job summary

Metrobank is seeking an Account Servicing Manager for the Trust Banking Group to oversee the efficient and compliant execution of clients’ day-to-day trust transactions. You will work closely with relationship teams to deliver seamless service and resolve client concerns, driving process improvements within regulatory bounds.

The role requires strong knowledge of trust regulations, attention to detail, and ability to communicate effectively across teams.

Qualifications

• Strong knowledge of trust regulations, policies, procedures and portfolio management processes.
• Ability to communicate effectively, collaborate across teams, and manage client transactions accurately and compliantly.
• Demonstrates sound judgment, organizational and problem-solving skills, and proficiency with technology to support continuous improvement and service excellence.

Responsibilities

• Provides end-to-end transactional support for Trust accounts, ensuring timely, accurate and compliant execution of client instructions and investment orders.
• Coordinates with Account Managers and internal units to ensure seamless client servicing and adherence to servicing standards and regulatory requirements.
• Supports business growth and drives process improvements while ensuring regulatory and operational compliance.

Skills

Trust regulations knowledge

Effective communication

Cross-functional collaboration

Attention to detail

Job description

Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development.

With Metrobank, a meaningful life is within your reach!

Strong knowledge of trust regulations, policies, procedures, and portfolio management processes, with the ability to communicate effectively, collaborate across teams, and manage client transactions accurately and compliantly. Demonstrates sound judgment, strong organizational and problem-solving skills, technological proficiency, and a commitment to continuous improvement, operational efficiency, and service excellence.

Required Certifications:

• SEC Fixed Income Salesman (Phase 1 and 2)
• UITF Certification Program (UCP)

Job Summary:

The Account Servicing Manager oversees the efficient, accurate, and compliant execution of clients’ day-to-day transactions, working closely with relationship teams and internal units to deliver seamless service, resolve client concerns, support business growth, and drive process improvements while ensuring adherence to regulatory and operational requirements.

Duties and Responsibilities:

Provides end-to-end transactional support for Trust accounts, ensuring the timely, accurate, and compliant execution of client instructions, investment orders, and account-related requests. Coordinates closely with Account Managers and internal units to facilitate seamless client servicing, monitor investment proceeds, maintain adherence to servicing standards and regulatory requirements, and promptly identify and escape non-compliant transactions.

Unit: Trust Banking Group/ Account Servicing Division