Portfolio Account Management Officer

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 420,000 - 700,000; Full time

Job summary

The Portfolio Account Management Officer at Bank of the Philippine Islands (BPI) in Manila is responsible for managing and servicing portfolio-managed accounts in Business Banking. You will serve as the primary contact and lead coordinator for servicing and administering assigned portfolio accounts.

Responsibilities include resolving queries from BB Client Services or PAM, gathering information, coordinating with internal units, ensuring compliance with KYC and due diligence, and preparing

Qualifications

• Bachelor’s degree in business, marketing, finance, economics, or accounting.
• At least 2 years of relevant experience in sales or back-office support.
• Familiar with corporate/retail loan products and cash management services.
• Experience in relationship management, product sales/marketing preferred.
• Proficient in MS Office.
• Excellent communication and interpersonal skills.

Responsibilities

• Handle resolution of simple and complex queries via BB Client Services or PAM email.
• Gather and analyze information to ensure proper handling of requests.
• Route offers memo related to post-booking concerns for management approval.
• Coordinate with BB Client Services, Maintenance, Fulfillment, and Sales to meet TAT.
• Escalate client inquiries and complaints for immediate resolution within TAT.
• Coordinate with Sales, Credit, Fulfillment, and other units for credit line renewal.
• Ensure portfolio accounts comply with KYC and Due Diligence requirements.
• Prepare weekly performance reports for PAM TH.
• Suggest process improvements from day-to-day work.
• Handle admin functions like system access requests, supplies, and e-procurement requests.

Skills

Excellent communication

Interpersonal skills

MS Office proficiency

Education

Bachelor’s degree in business, marketing, finance, economics, accounting

Tools

MS Office tools

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