Portfolio Account Management Officer

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 279,000 - 558,000; Full time

Job summary

Bank of the Philippine Islands (BPI) invites applications for a Portfolio Account Management Officer in Business Banking. The role focuses on managing and servicing portfolio-tagged accounts and acting as the primary contact and lead coordinator for assigned clients.

Responsibilities include resolving queries, gathering client information, coordinating with internal units for post-booking matters, and ensuring compliance with KYC and due diligence standards.

Qualifications

• Bachelor’s degree in business, marketing, finance, economics, accounting, or related field.
• At least 2 years of work experience in a similar role with sales or back-office support.
• Preferably with knowledge of the bank's corporate and retail loan products, cash management services.
• Proficient in MS Office tools and effective communication skills.

Responsibilities

• Serve as primary contact and lead coordinator servicing portfolio-managed accounts.
• Resolve queries coursed through BB Client Services or PAM email.
• Gather and analyze client information to handle inquiries properly.
• Route offering memos related to post-booking concerns for management approval.
• Coordinate with BB Client Services, Maintenance, Fulfillment, and Sales to handle inquiries within agreed TAT.
• Escalate client inquiries and ensure timely resolutions within TAT.
• Coordinate with Sales, Credit, Fulfillment and other units for credit line renewals of portfolio-managed accounts.
• Ensure Portfolio Managed accounts comply with KYC and Due Diligence requirements of the bank and BSP.
• Prepare weekly performance reports for PAM TH and team consolidation.
• Suggest process improvements based on day-to-day work.

Skills

MS Office proficiency

Excellent communication

Interpersonal skills

Analytical thinking

Coordination and teamwork

Education

Bachelor’s Degree in Business, Marketing, Finance, Economics, Accounting, or related field

Tools

MS Office

Job description

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.

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 experience.
• Handles other admin functions such as system access requests, supplies management and E-proc requests

Qualifications

• Bachelor’s Degree in Business, Marketing, Finance, Economics, Accounting, or other similar degrees
• At least 2 yrs work experience relevant to the position with sales or back officer support function
• Preferably with working knowledge of bank's corporate and retail loan products, cash management services; worked in corporate/consumer lending or branches, relationship management, product sales/marketing
• Proficient in MS Office tools
• Excellent communication and interpersonal skills