PORTFOLIO ACCOUNT MANAGEMENT OFFICER ( CEBU CITY)

The Portfolio Account Management Officer is responsible for managing post-booking requests, ensuring compliance of portfolio-managed accounts, and overseeing the timely renewal of Ka-Negosyo Credit Lines (KCL). The role ensures efficient account servicing, adherence to bank policies, and excellent client experience.

Major Responsibilities

• Review and approve post-booking requests requiring Portfolio Manager-level disposition.
• Handle KCL renewals, extensions, and related approvals.
• Analyze and endorse rate reduction and fee waiver requests.
• Ensure compliance with KYC, due diligence, and regulatory requirements.
• Resolve escalated client inquiries and complex transactions.
• Monitor transaction turnaround times (TAT) and adherence to bank policies.
• Prepare management reports and support process improvement initiatives.
• Monitor and implement team projects and administrative activities.
  
  

Qualifications

• Bachelor's Degree in Business, Marketing, Finance, Economics, Accounting, or a related field.
• Preferably with experience in corporate or consumer lending, relationship management, branch banking, or product sales.
• Knowledge of corporate and retail loan products and cash management services.
• Strong analytical, communication, and interpersonal skills.
• Client-focused, adaptable, and results-oriented.
• Proficient in Microsoft Office applications.