ACCOUNT MANAGEMENT OFFICER

3 weeks ago

Calabarzon Philippines SupportFinity™ Full time

Overview

The Account Management Officer monitors daily post-booking related activities of assigned accounts to ensure all transactions received are processed in a timely manner.

Duties And Responsibilities
  • Supervises performance and productivity of assigned Maintenance Support Associates (MSA) to ensure completion and timely delivery of transaction requests
  • Reviews and approves deliverables prepared by MSAs according to Bank standards and internal policies to ensure alignment with the Unit’s target
  • Handles and reviews complex/critical post-booking accounts for immediate reconciliation and correction.
  • Ensures all post-booking transactions and requests are attended and completed through validation of all routed requests in CAMS or email as well as reviewing the excel monitoring file recording all daily requests received and monitor if they are within target turnaround time and meet the sigma level set by management
  • Coordinates with Customer Service Management Team on account handling depending on their communication and agreement with the client. Example of which is if the client wants to partially pay their loan account. Depending on the agreement with the client, payment could be applied to the principal only or could be an advance interest payment only or could be half of which will be a principal payment and half as advance interest payment.
  • Reports directly to Account Maintenance Management Department Head and suggest strategies to be implemented within their assigned team/cluster.
Qualifications
  • Graduate of any 4-year course
  • At least 2 years' work experience in the financial services industry
  • Good people management and interpersonal skills, strong in oral and written communication, and process oriented.
  • High proficiency in MS Office, MS Powerpoint, MS Excel.
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