Accounts Specialist: Path to Relationship Manager

RCBC

Manila

On-site

PHP 300,000 - 420,000

Full time

2 days ago
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Job summary

RCBC in Manila is seeking an Account Specialist to build strong client relationships, manage accounts, and coordinate transactions to deliver comprehensive financial solutions. You will receive mentoring from an experienced Relationship Manager and gain insights into client servicing, documentation, and cross‑department collaboration.

This role offers a foundation in relationship management, with opportunities to identify new business, ensure compliance, and support clients across banking

Qualifications

  • A graduate of any business and finance course.
  • Fresh graduates are welcome to apply.
  • Background in credit/financial analysis preferred.
  • Ability to speak Nihongo would be advantageous but not required.
  • Knowledge of banking practices and regulatory policies.
  • Ability to conduct and facilitate meetings with top management.
  • Detail-oriented with initiative to develop better systems.
  • Proficient in MS Office applications.

Responsibilities

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

Skills

Client engagement
Account management
Financial analysis
Regulatory knowledge
MS Office
Communication
Meeting facilitation
Credit understanding

Education

Business/Finance degree

Tools

MS Office (Word, Excel, PowerPoint)

Job description

RCBC in Manila is seeking an Account Specialist to build strong client relationships, manage accounts, and coordinate transactions to deliver comprehensive financial solutions. You will receive mentoring from an experienced Relationship Manager and gain insights into client servicing, documentation, and cross‑department collaboration.

This role offers a foundation in relationship management, with opportunities to identify new business, ensure compliance, and support clients across banking

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