Financial Services Account Officer

2 days ago

Manila, National Capital Region, Philippines beBeeAccountManagement Full time ₱250,000 - ₱450,000
Job Overview

The role of Account Officer is focused on managing daily post-booking activities for assigned accounts, ensuring timely processing of all transactions received.

Key Responsibilities:
  • Supervise performance and productivity of Maintenance Support Associates (MSA) to guarantee completion and timely delivery of transaction requests.
  • Review and approve deliverables prepared by MSAs in line with Bank standards and internal policies to ensure alignment with the Unit's target.
  • Handle complex/critical post-booking accounts for immediate reconciliation and correction.
  • Ensure all post-booking transactions and requests are attended to through validation of routed requests in CAMS or email, as well as reviewing the excel monitoring file recording all daily requests received and monitor if they meet the sigma level set by management.
  • Coordinate with Customer Service Management Team on account handling based on their communication and agreement with the client.
  • Report directly to Account Maintenance Management Department Head and suggest strategies for implementation within their assigned team/cluster.
Qualifications and Requirements:
  • A graduate degree from any 4-year course.
  • At least 2 years' work experience in the financial services industry.
  • Excellent people management and interpersonal skills, strong oral and written communication, and process-oriented.
  • High proficiency in MS Office, MS Powerpoint, and MS Excel.

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