Corporate Account Specialist
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Key skills for this role
About the Role
As a Corporate Account Specialist, you will manage over 150 corporate client accounts, identifying business expansion opportunities and resolving client inquiries. Your role includes processing card applications, providing training on various platforms, and assisting with the onboarding of subsidiaries.
Key Skills for This Role
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Overview
_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 Resolution_
Act 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 Tracking_
Complete, review, and submit new client applications
Track application status and update Master Tracker
Share status updates with RMs daily
_Internal Collaboration_
Coordinate with Business Development, Finance, Risk & Credit teams
Support rebate calculations and overdue account follow-ups
_Market & Reporting_
Maintain Qatar market rebate agreements
Assist with regional onboarding
Send transactional and balance reports to clients and authorized signatories
_Process Improvement_
Improve onboarding, AML checks, and documentation workflows
Support adoption of BI tools and reporting best practices
_Virtual IBAN & Rebate Management_
Oversee manual payment allocation
Support client migration to Virtual IBAN
Manage rebate processing for 300+ clients
Skills
- Active Listening
- Relationship Building
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