Management Officer is responsible for developing and executing strategies to foster deeper engagement with existing HMO corporate... client collection / payment for renewals. Oversee management of accurate client records, including contact information...
Provide after-sales servicing to Classic Cash Management clients to deepen customer relationship and increase customer... (BPI BizLink Back Office) and system definition for various facilities being implemented in a timely and accurate manner...
The Virtual Loan Officer (VLO) is mainly responsible for handling loan advisory inbound calls that cater to clients... leads from BPI's Institutional website, developer partnerships, online campaigns and other virtual presence...
Sales Officer Primarily responsible for making BPI the main operating bank of our corporate and business banking... customers by enrolling them in our corporate digital banking platforms and cross-selling cash management (collections...
, and ETF and Offshore Desks; 3.2. Oversee cash management of turned-over trust accounts, including investment/funding... instructions for retirement funds, investment management accounts, etc.; 3.3. Monitor and check daily transaction encoding...
Management: Act as Account officer of basic segregated accounts (PMA). Develop strong partnership with branches and Preferred RMs.... Assist RMs in profiling and recommending investment products to client. Assist RMs in providing market updates. Address...
/clients under the assigned area/s. 3.3 Account Management: Act as Account officer of basic segregated accounts (PMA...This position is primarily responsible for growing the volume and revenue of assigned portfolio from BPI Wealth...
and at the same time, authorized to give information to other banks authorized representative with regards to their client's BPI... verification with the cardholder and/or recommending Unibank Officer, as deemed necessary to client's increase in credit limit...