Corporate Account Specialist
Key Responsibilities
Manage 150+ corporate client accounts
Identify business expansion opportunities
Handle client inquiries, disputes, and declined transactions
Process card applications and KYC
Provide training on platforms (CPC, Vpol, Virtual IBAN, etc.)
Assist with onboarding of subsidiaries
Client Support & Issue ResolutionAct as a backup for Relationship Managers
Resolve issues such as declined payments, token limits, virtual IBAN problems, and portal access errors
Monitor high-usage cards and notify clients of insufficient funds or PIN issues
Provide client training on online portals and tools (e.g., Virtual IBAN, CPC, Vpol)
Client Onboarding & Application TrackingComplete, review, and submit new client applications
Track application status and update Master Tracker
Share status updates with RMs daily
Internal CollaborationCoordinate with Business Development, Finance, Risk & Credit teams
Support rebate calculations and overdue account follow-ups
Market & ReportingMaintain Qatar market rebate agreements
Assist with regional onboarding
Send transactional and balance reports to clients and authorized signatories
Process ImprovementImprove onboarding, AML checks, and documentation workflows
Support adoption of BI tools and reporting best practices
Virtual IBAN & Rebate ManagementOversee manual payment allocation
Support client migration to Virtual IBAN
Manage rebate processing for 300+ clients
Skills- Active Listening
- Relationship Building
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