Account Service Associate
Makati, Metro Manila, Philippines
6d ago
source : Kalibrr, Inc.

Job Description

Assists in meeting the bank’s objective in terms of efficiency in servicing of all loans, trade, and cash-related transactions of IBS customers in coordination with the Operating units and in accordance with the Bank’s existing policies and BSP regulations

  • Monitors maturities and follow up clients on the payment due for all loan, trade and cash-related transactions and maintains updated record of all outstanding loans / trade and maturities of accounts.
  • Assists in the preparation of transaction media needed to recommend approval of proposed credits.
  • Ascertains the authenticity and completeness of documents submitted.
  • Reconciles billing from telephone companies. Monitors all outgoing facsimile messages of the unit and facilitates the reimbursement claims / expenses
  • Dispatches outgoing transaction-related letters, documents and requests and files, safekeeps, and maintains folders of the accounts being handled.
  • Minimum Qualifications

  • Graduate of an business course (fresh graduates or with 1-2 years experience)
  • Good communication and presentation skills;
  • Organized
  • Apply
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