Quezon City - Cash Management Implementation Officer

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:

• Bachelor's degree holder
• With at least two years experience in product implementation, documentation, technical support preferably for Cash Management/Bank products and services
• Must be willing to work onsite in Makati/Ortigas