Description :

1. Assisted Relationship Managers in acquiring and managing business accounts, ensuring high client satisfaction and retention.
2. Provided exceptional customer service to top clients, contributing to portfolio growth and loyalty.
3. Conducted regular compliance meetings with clients to address concerns and promote relevant banking products.
4. Processed financial reports and maintained accurate account records to support compliance and audit requirements.
5. Coordinated due diligence reviews, ensuring timely updates to client documentation and account status.
6. Conducted client visits to strengthen relationships and identify new business opportunities.
7. Managed account inquiries, resolving issues related to signatures, beneficiaries, and procedural requests efficiently.

Experience

0-2 Years

Level

Entry Level

Education

B.S. Accounting

Description :

1. Recorded approved invoices in the general ledger, ensuring accuracy in VAT and WHT deductions.
2. Prepared bank instructions for timely settlement of supplier invoices due for payment.
3. Maintained strong supplier relationships, providing updates on invoice status and payment clarifications.
4. Updated WHT payable schedules for accurate remittance to tax authorities.
5. Notified suppliers regarding the collection of WHT credit notes from tax authorities.
6. Prepared periodic tenant invoices for service charges, lease deposits, and utilities.
7. Managed VAT and WHT receivable schedules, ensuring accurate entries into the ERP system.

Experience

0-2 Years

Level

Junior

Education

BSc Accounting

Description :

1. Manage a diverse portfolio of accounts, including residential, commercial, and unsecured loans, ensuring compliance with financial regulations.
2. Conduct thorough financial analyses to evaluate clients' creditworthiness and repayment capabilities.
3. Facilitate effective communication with clients to enhance satisfaction and resolve account discrepancies.
4. Coordinate collection efforts, including generating correspondence and negotiating payment plans.
5. Monitor and report on account performance metrics, providing insights to senior management.
6. Prepare and submit compliance documentation for regulatory review.
7. Utilize financial software to track account activity and generate detailed reports.

Experience

5-7 Years

Level

Senior

Education

B.S. Accounting

Description :

1. Screen applicants and review their documents for manager approval, ensuring compliance with company policies.
2. Enter client details into the database for efficient loan processing and future reference.
3. Perform thorough background checks on clients to assess creditworthiness and repayment capacity.
4. Encode loan releases and organize archived files by country and volume for easy retrieval.
5. Maintain and update filing, mailing, and database systems, ensuring data accuracy and integrity.
6. Engage with customers to answer inquiries, address complaints, and provide essential information.
7. Compile and file records of office activities, ensuring accurate documentation of business transactions.

Experience

7-10 Years

Level

Management

Education

B.S. Accounting

Description :

1. Managed client accounts, ensuring timely payments and accurate record-keeping.
2. Analyze borrower financial information, including financial statements and tax returns, to determine loan resolution strategies.
3. Maintain attention to detail to document loan resolutions effectively.
4. Proactively manage borrower delinquencies through consistent communication and follow-up.
5. Prepare financial and cash flow statements, developing actionable plans for delinquency remediation.
6. Initiate foreclosure processes, including notice and other legal requirements, while coordinating with legal counsel.
7. Handle multiple priorities, performing special project work for the CFO alongside core account officer duties.

Experience

10+ Years

Level

Executive

Education

B.S. in Accounting

Description :

1. Maintained daily accounts of monetary transactions and prepared financial statements in accordance with international accounting standards.
2. Administered all monetary transactions using Tally accounting software, ensuring accuracy and compliance.
3. Prepared monthly payroll and ensured timely salary payments to staff.
4. Assessed tax obligations and executed timely tax clearance in compliance with government regulations.
5. Recorded and maintained office equipment and fixed assets, ensuring proper documentation.
6. Provided financial guidance to management, enhancing operational efficiency and decision-making.
7. Managed documentation and official records, ensuring an organized office environment.

Experience

0-2 Years

Level

Fresher

Education

B.Com

Description :

1. Established and nurtured client relationships, leading to significant business growth and retention.
2. Managed customer transactions, ensuring satisfaction and addressing inquiries promptly.
3. Facilitated deposit mobilization, enhancing the volume of current and savings accounts.
4. Conducted risk assessments for lending, providing tailored solutions for short and long-term needs.
5. Reactivated dormant accounts by engaging former clients and promoting new banking services.
6. Educated clients about relevant financial products, improving product uptake and satisfaction.
7. Streamlined trade transaction processes, assisting clients with necessary documentation and approvals.

Experience

5-7 Years

Level

Senior

Education

BSc Accounting

Description :

1. Trained 50 employees on Oracle Treasury, facilitating bond sales across 50 branches.
2. Implemented a point of sale system, improving transaction efficiency.
3. Analyzed risks and assets impacting organizational goals, suggesting process enhancements.
4. Conducted interbank reconciliations and analyzed foreign remittance reports.
5. Resolved discrepancies in electronic journal reports, improving customer service.
6. Led cross-functional teams to identify process improvement opportunities.
7. Developed and maintained financial documentation for auditing purposes.

Experience

0-2 Years

Level

Entry Level

Education

B.S. Accounting

Description :

1. Evaluated, reviewed, validated, and approved invoices against purchase orders to ensure accuracy.
2. Managed accounts payable functions for contracts and purchase orders, optimizing payment processes.
3. Allocated expenses effectively across departments and maintained accurate records in the system.
4. Performed reconciliation of bank accounts, supplier accounts, and debtor accounts to maintain financial integrity.
5. Oversaw inventory management, including purchase orders and related documentation.
6. Calculated payroll and managed employee records, ensuring compliance with regulations.
7. Addressed various delinquencies, making recommendations for legal counsel when necessary.

Experience

7-10 Years

Level

Management

Education

BSc Acc

Description :

1. Resolved client inquiries and issues promptly to maintain satisfaction.
2. Collaborated with internal and external auditors during audits, facilitating a smooth review process.
3. Monitored customer account details, identifying and resolving non-payments and irregularities.
4. Recognized for maintaining budget compliance for three quarters and achieving 'Detail-Oriented Staff' award for four consecutive months.
5. Analyzed potential assets for recovery and made informed decisions regarding legal counsel for asset recovery.
6. Negotiated settlement cases, submitting detailed recommendations for management approval.
7. Utilized diverse financial data for comprehensive financial analysis and fraud investigation.

Experience

2-5 Years

Level

Freelancer

Education

B.S. Accounting