Associate Relationship Manager-Commercial Banking

UnionBank of the Philippines; Pasig; On-site; PHP 334,800 - 502,200; Full time

Job summary

UnionBank of the Philippines is looking for an Associate Relationship Manager in Metro Manila. The role involves assisting Relationship Managers in managing loan portfolios, preparing credit applications, and ensuring the completeness of loan documentation. The ideal candidate should have a Bachelor’s degree in a relevant field and preferably experience in banking or financial services. This position offers opportunities to support account administration and generate management reports.

Qualifications

• Bachelor’s degree in a relevant field.
• Experience in banking, credit, or financial services is preferred.
• Familiarity with banking systems is advantageous.

Responsibilities

• Support the Relationship Manager in preparing credit applications.
• Prepare and review loan documentation for completeness.
• Assist in account opening and Treasury enrollment documentation.
• Prepare monthly reports and management reports.

Skills

Banking experience

Credit assessment

Data gathering

Education

Bachelor’s degree in Business Administration, Finance, Accounting, Economics or related field

Job description

Company

Union Bank of the Philippines

Position

Associate Relationship Manager - Commercial Banking

Office Location

UnionBank Plaza, Ortigas, Pasig City

Job Summary

The Associate RM assists RMs in managing and monitoring the loan portfolio. The role involves handling the monitoring of credit dealings and day-to-day account transactions, as well as performing account administration, including maintenance and updating of client records.

Duties and Responsibilities

• Provide support to the Relationship Manager in the preparation of credit applications through timely request and data gathering of needed documents and information
• ARM is responsible for preparing and reviewing loan documentation to ensure completeness and compliance.
• With the cross‑sell activities being done by the RM, the ARM also provides needed support in the documentation of account opening, CMS products and Treasury enrollment.
• Prepare monthly reports and other required management reports.

Qualifications

• Bachelor’s degree in Business Administration, Finance, Accounting, Economics, or any related field
• Candidates with relevant experience in banking, credit, or financial services are preferred.
• Familiarity with banking systems is an advantage.
• For fresh graduates, those with Latin honors or who are Dean’s Listers are preferred.
• Background or internship experience in Commercial Banking is a plus.