Portfolio Account Manager - Business Banking

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

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.