- Manages and strengthens relationships with assigned banks/financial institution participants, serving as their primary contact for service, operational, contractual, and product-related concerns.
- Ensures participant requests, inquiries, issues, and escalations are addressed promptly through close coordination with internal teams.
- Oversees participant onboarding, service implementation, and ongoing account servicing to ensure a smooth and positive participant experience.
- Monitors account performance, transaction trends, service levels, and participant feedback to identify issues, risks, and opportunities for improvement.
- Conducts regular account reviews and provides insights or recommendations to support participant satisfaction, retention, and service adoption.
- Identifies opportunities to introduce new use cases, products, or services based on participant needs and business requirements.
- Supports participant education through orientations, product briefings, and rollout of new features or services.
- Maintains accurate participant records, agreements, implementation updates, and account reports while ensuring compliance with regulatory, data privacy, confidentiality, and governance requirements.
QUALIFICATIONS
- Bachelor’s degree in Business, Finance, Marketing, Management, or related field.
- Preferably with 5+ years of experience in relationship management, account management, banking, payments, financial services, or a related field.
- Account and relationship management
- Issue resolution and escalation management
- Account performance monitoring
- Reporting and documentation
- Strong communication, presentation, negotiation, and stakeholder management skills.
- Able to manage multiple institutional accounts and coordinate effectively with cross-functional teams.
HIGHLY PREFERRED
- Experience managing corporate or institutional banking clients, financial institutions, or payment participants.
- Exposure to payment systems, digital banking, ATM, InstaPay, PESONet, cards, or other electronic payment services.
- Experience in account onboarding, implementation, and service activation.
- Familiarity with SLAs, transaction monitoring, service issue escalation, and client performance reporting.
- Experience identifying cross-sell, product adoption, or service expansion opportunities.
- Exposure to BSP-regulated financial services or payment operations.
Data Collection and Privacy Statement
In accordance with the Data Privacy Act of 2012, submission of your application constitutes your consent to the collection, use, processing, storage and endorsement of your personal information to clients, prospective employers or partner organizations solely for recruitment, evaluation, placement and other legitimate employment-related purposes.
All personal data obtained shall be treated with strict confidentiality and safeguarded through appropriate organizational, physical and technical security measures. Access to such information shall be limited to authorized personnel directly involved in the recruitment and client endorsement process and shall not be disclosed to unauthorized parties, except as may be required by law.
By submitting your application, you further represent that all information provided is true and accurate and authorize the retention of your application records for current and future employment opportunities, unless otherwise requested in writing.