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Product Officer

Salary undisclosed

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This position is responsible for liaising with other product units and co-managing with them the products developed specifically for Business Banking in order to meet his product portfolio volume and profitability goal

RESPONSIBILITIES:

  • Handles immediate resolution of simple and complex queries coursed through BB Client Services or directly to PAM’s email.
  • Gathers and analyzes information of clients depending on the inquiries and requests received to ensure proper handling of each request.
  • Routes offering memo relative to client’s post-booking concerns subject for management’s approval.
  • Coordinates with partner units such as BB Client Services, Maintenance, Fulfillment, and Sales to ensure inquiries and requests of internal and external clients are properly handled within agreed TAT.
  • Escalates client inquiries, complaints and other concerns and ensure immediate resolution within agreed TAT.
  • Coordinates with Sales, Credit, Fulfillment and other units for the credit line renewal of Portfolio Managed accounts.
  • Ensures Portfolio Managed accounts are compliant with KYC and Due Diligence requirements of the bank and BSP.
  • Prepares weekly individual performance reports to be submitted to PAM TH for team consolidation.
  • Recommends process improvement suggestions based on personal day-to-day work experience.
  • Handles other admin functions such as system access requests, supplies management and E-proc requests

This position is responsible for liaising with other product units and co-managing with them the products developed specifically for Business Banking in order to meet his product portfolio volume and profitability goal

RESPONSIBILITIES:

  • Handles immediate resolution of simple and complex queries coursed through BB Client Services or directly to PAM’s email.
  • Gathers and analyzes information of clients depending on the inquiries and requests received to ensure proper handling of each request.
  • Routes offering memo relative to client’s post-booking concerns subject for management’s approval.
  • Coordinates with partner units such as BB Client Services, Maintenance, Fulfillment, and Sales to ensure inquiries and requests of internal and external clients are properly handled within agreed TAT.
  • Escalates client inquiries, complaints and other concerns and ensure immediate resolution within agreed TAT.
  • Coordinates with Sales, Credit, Fulfillment and other units for the credit line renewal of Portfolio Managed accounts.
  • Ensures Portfolio Managed accounts are compliant with KYC and Due Diligence requirements of the bank and BSP.
  • Prepares weekly individual performance reports to be submitted to PAM TH for team consolidation.
  • Recommends process improvement suggestions based on personal day-to-day work experience.
  • Handles other admin functions such as system access requests, supplies management and E-proc requests