About this role
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
BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability. Requisition ID: 24495
Other facts
About BDO Unibank
BDO is a full-service universal bank in the Philippines. It provides a complete array of industry-leading products and services including Lending (corporate and consumer), Deposit-taking, Foreign Exchange, Brokering, Trust and Investments, Credit Cards, Corporate Cash Management, and Remittances in the Philippines. Through its local subsidiaries, the Bank offers Leasing and Financing, Investment Banking, Private Banking, Rural Banking, Life Insurance, Insurance Brokerage, and Stock Brokerage services.
BDO's institutional strengths and value-added products and services hold the key to its successful business relationships with customers. Its branches remain at the forefront of setting high standards as a sales- and service-oriented, customer-focused force. BDO has one of the largest distribution networks, with more than 1,600 operating branches and over 4,500 ATMs nationwide.
Through selective acquisitions and organic growth, BDO has positioned itself for increased balance sheet strength and continuing expansion into new markets. As of 30 June 2022, BDO is the country's largest bank in terms of total resources, customer loans, deposits, and assets under management.
BDO is a publicly listed company (PLC), with its shares currently being traded at the Philippine Stock Exchange under the symbol “BDO”.
BDO Unibank is regulated by the Banko Sentral ng Pilipinas. https://www.bsp.gov.ph
For concerns, please visit any BDO branch near you or reach us through any of the channels listed in the Consumer Assistance page of our website: https://www.bdo.com.ph/consumer-assistance.
Deposits are insured by PDIC up to P1 Million per depositor.
The BDO, BDO Unibank and other BDO-related trademarks are owned by BDO Unibank, Inc. All Rights Reserved.
What you'll do
- The Implementation Manager is responsible for implementing Cash Management products and services for clients through phone and face-to-face interactions. Key duties include coordinating client requirements, conducting user training, and monitoring implementation progress.
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