Accounts Specialist - Corporate Banking (Binondo)

RCBC; Manila; On-site; PHP 300,000 - 540,000; Full time

Job summary

RCBC in Manila is seeking an Account Specialist to build a career path toward Relationship Management. The role focuses on developing client engagement and account management skills, delivering comprehensive financial solutions.

You will receive mentoring from an experienced Relationship Manager and gain insights into client servicing, transaction coordination, and collaboration with different departments. This position strengthens the foundation in relationship management, helping identify new

Qualifications

• A graduate of any business and finance course.
• Preferably with general banking experience but fresh graduates are welcome to apply
• Must have background in credit/financial analysis
• Knowledge of banking practices as well as regulatory policies, systems and procedures
• Able to conduct and facilitate meetings with top management and stakeholders

Responsibilities

• Handle the day-to-day transactions of clients
• Manage the documentation and compliance and ensure that all required information is updated
• Generate collateral business and deposits from clients and promotes other services of the bank
• Solicit new, quality clients
• Packages credit accommodations, and gathers all pertinent documents for credit accommodations
• Monitors loan/TR maturities
• Monitors activity of borrowing and non-borrowing accounts

Skills

Communication skills

Meeting facilitation

Education

Business or Finance degree

Tools

MS Office (Word, Excel, PowerPoint)

Job description

• The Account Specialist position offers an excellent opportunity to prepare for a successful career as a Relationship Manager. This role is ideal for developing skills in client engagement and account management and contributing to delivering comprehensive financial solutions.
• Why become an Account Specialist?
• Receive mentoring from an experienced Relationship Manager and gain insights into client servicing, transaction coordination, and working with different departments.
• Build a foundation in relationship management with the necessary tools to identify new business opportunities and understand the intricacies of client needs and compliance requirements.

Job Summary

• The Account Specialist position offers an excellent opportunity to prepare for a successful career as a Relationship Manager. This role is ideal for developing skills in client engagement and account management and contributing to delivering comprehensive financial solutions.
• Why become an Account Specialist?
• Receive mentoring from an experienced Relationship Manager and gain insights into client servicing, transaction coordination, and working with different departments.
• Build a foundation in relationship management with the necessary tools to identify new business opportunities and understand the intricacies of client needs and compliance requirements.

How will you contribute?

• Responsible for handling the day-to-day transactions of clients
• Manages the documetation and compliance and ensures that all required information are updated
• Generate collateral business and deposits from clients and promotes other services of the bank
• Solicit new, quality clients
• Packages credit accomodations, and gathers all pertinent documents for credit accommodations.
• Monitors loan/TR maturities
• Monitors activity of borrowing and non-borrowing accounts

What will make you successful?

• A graduate of any business and finance course.
• Preferably with general banking experience but fresh graduates are welcome to apply
• Must have with background in credit/financial analysis
• Ability to speak Nihongo would be advantageous but not required
• Knowledge of banking practices as well as regulatory policies, systems and procedures
• Has the ability to conduct and facilitate meetings effectively and interact with top management
• Can remain calm during uncomfortable interactions with a small group or when faced with stressful situations
• Hardworking, organized and results/target-oriented
• Must detail-oriented and have keen sense and initiative in developing better systems or guidelines
• Proficient in the use of MS Office Applications e.g., Word, Excel, Powerpoint
• Willing to be assigned in Binondo, Manila