The Portfolio Account Management Officer is responsible for managing and servicing portfolio tagged accounts in Business Banking. The officer shall serve as primary contact and lead
coordinator servicing and administering assigned portfolio-managed accounts. […]
Handles immediate resolution of simple and complex queries coursed through BB […]
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 clients post-booking concerns subject for managements approval.
Coordinates with partner...