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Relationship Manager
3 months ago
PRINCIPAL PURPOSE OF THE POSITION
• Primary BancNet contact for member/participating institutions with the main goal of providing these institutions with an overall positive relationship with BancNet
• Responsible for ensuring that the member/participating institutions understand BancNet’s role, products, and services as well as applicable policies and procedures
• Coordinates with the member/participating institutions to enable them in any, if not all, of the BancNet services they are eligible to avail of
• Coordinates with different BancNet departments and BancNet partners to address the member/participating institutions’ concerns and requests in the shortest possible time.
SPECIFIC DUTIES & RESPONSIBILITIES
• Function as the main point of contact of the assigned member/participating institutions on BancNet’s products and services and applicable policies and procedures.
• Coordinate with assigned member/participating institutions to identify and promote BancNet services that would help meet their objectives and serve their clients better.
• Prepare an annual Relationship Management Plan based on BancNet strategic directions and requests from the member/participating institutions as inputs to the plan.
• Together with the Product Manager and other BancNet subject-matter experts, the RM conducts product presentations and presides discussions for the member/participating institutions’ understanding of the BancNet products and services and the end-to-endonboarding journey.
• Assist and guide the assigned member/participating institutions in the onboarding journey for them to be enabled in the BancNet services. Ensure that applicable contracts and pre-requisites are in place before implementing to production. Subsequently, perform relationship management functions if the member/participating institution is still affiliated with BancNet.
• Manage projects when onboarding new member/participating institutions. Conduct kickoff and cadence meetings, track progress and submit status reports.
• Assist the assigned member/participating institutions on their requests, queries, and problems. Coordinate with different BancNet departments and BancNet partners on the resolution of concerns and complaints raised by the assigned member/participating institutions. Escalate to the next higher level any requirement/issue/problem that he/she cannot resolve on his/her own.
• Prepare regular reports as required by the Head of Business Development and Relationship Management Division, including but not limited to, minutes of meetings, weekly management report, twice-a-month issues and requests tracker, twice-a-month onboarding (project) status monthly onboarding resource demand and monthly focus and accomplishments.
• Provide input to the Corporate Communications and/or Product Management Team in the preparation and execution of Marketing Plans and/or Product/Service Launches and on opportunities for new products and services based on experiences and learning from the member/participating institutions.
• Perform other duties as assigned by the Head of Business Development and Relationship Management Division.
