Account Service Associate

Metrobank; Manila; On-site; PHP 240,000 - 360,000; Full time

Job summary

Metrobank in Manila is seeking an Account Service Associate to support efficient servicing of loan and trade transactions for IBS customers, coordinating with Operating units in line with BSP regulations.

You will liaise between customers and bank units, monitor maturities, prepare required documents, and ensure timely submission of regulatory filings. This role involves attention to detail and accurate record-keeping within the Corporate Services scope.

Responsibilities

• Liaises between IBS customers and the Bank's Operating units for all loans and trade transactions.
• Monitors maturities and follows up clients on payments for loans and trade transactions; maintains records of outstanding loans, trade, and maturities.
• Assists in preparing transaction media to support credit approvals.
• Ensures submitted documents are authentic and complete.
• Reconciles billing from telephone companies and manages reimbursement claims.
• Monitors submission of BIR 2306 and 2307 to ensure zero A/Rs and A/Ps; avoids Technical Past Dues.
• Dispatches outgoing letters and documents; files and safekeeps account folders.
• Performs other related functions as assigned.

Skills

Customer liaison

Documentation

Billing coordination

Job description

Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development.

With Metrobank, a meaningful life is within your reach!

Position Title: Account Service Associate

Job Summary

• Assists in meeting the bank's objective in terms of efficiency in servicing of all loan and trade transactions of IBS customers in coordination with the Operating units and in accordance with the Bank's existing policies and BSP regulations.

Specific Duties & Responsibilities

• Liases between the IBS customers and the Bank's Operating units relative to all loans and trade transactions.
• Monitors maturities and follow up clients on the payment due for all loan and trade transactions and maintains updated record of all outstanding loans / trade and maturities of accounts.
• Assists in the preparation of transaction media needed to recommend approval of proposed credits.
• Ascertains the authenticity and completeness of documents submitted.
• Reconciles billing from telephone companies. Monitors all outgoing facsimile messages of the unit and facilitates the reimbursement claims/expenses (parking fees of messengers and representations for tokens given to clients).
• Monitors and ensures timely submission of BIR 2306 and 2307, that there are zero A/Rs and A/Ps, and no Technical Past Dues
• Dispatches outgoing transaction-related letters, documents and requests and files, safekeeps, and maintains folders of the accounts being handled.
• Performs other related functions that may be assigned from time to time

Other Details

Rank: Rank and File

Unit: Enterprise Services Sector / Operations Group / Loans Division / Corporate Service Management Department