Account Assistant - Makati - Up to 40K (BANK)

weSource Management Consultancy Firm; Makati; On-site; PHP 406,224 - 486,576; Full time

Job summary

A management consultancy firm in Makati is seeking an experienced Account Assistant for the banking industry. The ideal candidate will have at least 2 years of relevant experience and be responsible for monitoring corporate accreditations, handling loan applications, and maintaining business relationships. This role is onsite, with a salary of up to 40K, and follows a Monday to Friday schedule. Excellent communication and organizational skills are essential for success.

Qualifications

• At least 2 years of experience as an Account Assistant or in a similar role within a banking environment.

Responsibilities

• Monitor corporate accreditations for salary loan processing.
• Handle all personal loan applications from accredited agencies.
• Assist in sales activities for secured loans and cards.
• Maintain good business relations with clients and loan intermediaries.
• Keep records and historical data for all assigned companies.

Job description

Overview

Role: Account Assistant; Industry: Banking; Location: Makati; Setup: Onsite; Schedule: Mon-Fri; Salary: Up to 40K

Responsibilities

1. For Salary loan, he/she is responsible for corporate accreditations monitoring as soon as subitted by the sales dept for processing. he shall be the person in-charge if the Account Officer is unavailable
2. For Personal Loan, he or she is responsible for proper handling of all personal loan applications from the accredited agencies
3. For Secured Loans and Cards sales, he/she is responsible for assisting the sales activities by product
4. Maintain and engance good and health business relations with cients and loan intermediaries. jeeps records, historical data/MIS and files of contact details of all assigned companies
5. Maintain good working relationship with all unites of the bank

Qualifications

At least 2 years of Account Assitant role or similar in a banking environment