Cash Management Implementation Officer

BDO Unibank

  • Manila City, Metro Manila
  • Permanent
  • Full-time
  • 1 month ago
He/She/They are responsible for the implementation of Cash Management products/services to the client thru over the phone and/or face to face. The duties and responsibilities we will trust you with: Ensures initial contact to newly-enrolled Cash Management System clients via SMS and email via sending of user manuals according to the required standard turnaround time. Manages individual calendar to accurately plot and schedule assigned deals. Manages group mailbox to ensure all e-mails received are handled within specified turn-around time. Coordinates with the client to confirm the client's business and technical requirements based on the documents submitted by Business Development team. Coordinates with internal units of the Bank to develop/set up the client's requirements. Ensures that proper coordination within internal units/ training to client is done to eliminate possible customer complaints that may arise due to handling. Conducts completion of thorough user training to ensure that client will be able to do their first live transaction smoothly. Monitors the progress/development of the deal for implementation to provide regular updates to client, Business Development Manager and other internal stakeholders such as Branch partners, Cash hub personnel, etc. Maintains complete and timely record in the system to measure accurate productivity. The qualifications you should have are: Graduate of any four or five-year course With at least two years experience in product implementation, documentation, technical support preferably for Cash Management/Bank products and services

foundit

Similar Jobs

  • Cash Lender Officer - Up to 60k - 100% Remote

    weSource Management Consultancy Firm

    • Makati City, Metro Manila
    • ₱60,000 per month
    We are looking for Role: Cash Lender Officer Setup: 100% Remote/WFH Experience: Knowledge of Banking as a Service: clients, client needs, sales processes, pricing, competition…
    • 1 month ago
    • Apply easily
  • Credit to Cash Officer

    Colgate-Palmolive

    • Taguig City, Metro Manila
    No Relocation Assistance Offered # 159304 - Taguig, National Capital Region (NCR), Philippines Who We Are Colgate-Palmolive Company is a caring, innovative growth company that …
    • 24 days ago