Account Officer Resume Examples

Senior Account Officer

Managed 22 client relationships, which represented more than $200 million in assets under management.

• Created Business Plan for each client that identified strategies to enhance service and increase plan participation and assets.
• Consulted with clients regarding the application of tax laws legislations.
• Participated on project teams; plan document restatement.
• Conducted client and prospect meetings.

Second Vice President/client Account Officer

Managed staff to service and support large corporate pension fund clients. Provided direction to review client account and balance activity for accuracy, transaction correction, reporting delivery. Directed staff activities for cash management, account opening, documentation compilation and training. Supported product areas to negotiate client service changes and delivery timeframes. Monitored client receivables, contributions, and expense payments. Posted transfers and directed investments in private equity and funds. Single point of contact for client matters for all administrative and support management. Conducted staff performance appraisals and administered salary actions.

• 100% client reference quality contributing to sales team new business wins.
• Assembled and managed a dedicated team of professionals to support a dissatisfied franchise client while retaining revenue and enhancing reference quality.
• Established billing templates for client receivables making the client reconciliation process easier to reconcile and make payments quickly.
• Converted large corporate pension clients with significant service issues into extremely satisfied clients.
• Provided staff system training and backup support.
• Enrolled clients in automatic debit of fees; reduced collections by 45 days.

Account Officer - Assistant Vice President

Assistant Vice President/Relationship Manager-Corporate Banking

• Managed and built relationships for large institutional clients to delivery quality service covering a wide range of products and services.
• Generated more than PHP25.0 Million (US$ 0.5Million) in income from Accounts handled
• Increased Cash Management Services by 50%, thereby increasing Deposit Levels maintained by the SMC Group making UCPB its Main Depository Bank with AUM of PHP1.0 Billion (US$20 Million)
• Created, developed, Launched, and Managed Trust Products and Services
• Conducted Process Re-Engineering, employee trainings, and developed marketing materials

Account Officer

Handled client from different industries such as (manufacturing, transportation and logistics, retail, telecoms, healthcare and government agencies).

• Conducted product presentation and feasibility study.
• Prepared proposal to client products that are suitable to their needs.
• Coordinated time table for implementation of project to different departments such as (engineering, software developer and logistics).
• Proposed Maintenance Contract to the clients that are under my account.

Account Officer

• Owned client satisfaction for 20 client relationships, exceeding 60,000 participants and $2.6B in assets.
• Cross-sold products and services resulting in increased productivity and profitability.
• Key role in new business expansion efforts for region.
• Consistently received top box scores on annual client surveys as a result of strong client relationships.
• Managed and negotiated internal and external client expectations.
• Managed performance, coached and developed team of ten account administrators.

Account Officer

Primary point of contact in operations support for bankers and delivered value added services for premier clients (net worth $10-$25 million).

• Produced value added reports for management that captured client portfolio holdings, client fees, and A/R. (via Excel)
• Provided bank statement reconciliation analysis, discovering fees owed increasing bottom line. (via Excel reports)
• Managed database account segmentation project on the consolidating merger overlap executing firm efficiencies eliminating waste.

Student Account Officer

Reconciled student accounts and applied approved funds and charges, performed daily account audits, and requested refunds as appropriate.

• Advised students on the status of their financial accounts including cash payment status, past due balances, initiated account collections, and general student consultations.
• Prepared and distributed weekly and monthly retail revenue reports and an accounting of all business office financial transactions to the corporate Controller.
• Processed all withdrawing student Change in Status requests received from the register's office.
• Audited Title IV funding disbursements totaling approximately $2 to $3 million dollars quarterly ($12-$15 million dollars annually), and applied payments to student accounts according to campus and federal regulations.

Coordinator Account Officer

Proposed annual Business Plan comprised of projected business area asset and profit growth, potential market and risks of industries.

• Managed, directed, and coordinated activities to implement company policies, procedures, and practices concerning underwriting, the issuance and extensions of loans.
• Expanded branch business area credit portfolio by 30% from 2005 to 2006.
• Reduced organizational risk by reducing NPL to less than 2% through the evaluation of past due loans, the active collection on major accounts and the restructuring of bad debts as needed.

Account Officer

Analyzed previous business day cash flows, generated reports and delivered to management.

• Analyzed every transaction and calculated the amount of commission for the firm.
• Calculated the daily Profit & Loss of each investment tool the firm owns.
• Calculated the Buy/Sell Price of bonds and stocks to avoid potential losses.
• Completed amortization of the firm portfolio for every bond owned by the firm.
• Updated auxiliaries daily and overall balance monthly.
• Assisted with assignments as requests by the Account Manager, and other Executives.
• Supervised and trained Account Officer.

Account Officer

In charge of monthly accounting reports for projects in collaboration with General Accountant of the organization

• Collected and carefully reviewed all reports to ensure accuracy
• Confirmed that accounting and budget codes were accurate and all supporting documents were attached with bills and invoices
• Assured that cash handling, cash transfers, change operations, and other financial transactions were correctly recorded in company cash books
• Responsible for calculating, coding, and stamping all invoices and payments prior to final approval by Regional Director