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Account Servicing Manager

Account Servicing Manager

MetroBank
  • Posted an hour ago
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Job Description

Be #InGoodHands with Metrobank

Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development.

With Metrobank, a meaningful life is within your reach!

Specific Competencies:

Strong knowledge of trust regulations, policies, procedures, and portfolio management processes, with the ability to communicate effectively, collaborate across teams, and manage client transactions accurately and compliantly. Demonstrates sound judgment, strong organizational and problem-solving skills, technological proficiency, and a commitment to continuous improvement, operational efficiency, and service excellence.

Required Certifications:

  • SEC Fixed Income Salesman (Phase 1 and 2)
  • UITF Certification Program (UCP)

Job Summary:

The Account Servicing Manager oversees the efficient, accurate, and compliant execution of clients day-to-day transactions, working closely with relationship teams and internal units to deliver seamless service, resolve client concerns, support business growth, and drive process improvements while ensuring adherence to regulatory and operational requirements.

Duties and Responsibilities:

Provides end-to-end transactional support for Trust accounts, ensuring the timely, accurate, and compliant execution of client instructions, investment orders, and account-related requests. Coordinates closely with Account Managers and internal units to facilitate seamless client servicing, monitor investment proceeds, maintain adherence to servicing standards and regulatory requirements, and promptly identify and escalate non-compliant transactions.

Unit: Trust Banking Group/ Account Servicing Division

Location: Metrobank Center, BGC

More Info

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Key Skills

portfolio management processes

trust regulations

problem-solving skills

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