Client Relationship Lead - Banking & Loans

Metrobank; Philippines; On-site; PHP 250,000 - 400,000; Full time

Job summary

Metrobank is seeking a Relationship Associate to service daily client requests, keep account information updated, and ensure loan-related documents are complete. You will coordinate with various units to deliver banking services and prepare preliminary analyses for client proposals.

The role also involves assisting in budgeting and business planning, and handling customer complaints with recommended solutions.

Qualifications

• Bachelor's degree in business or accounting; fresh graduates considered.
• Strong organizational and analytical skills with multitasking ability.
• Ability to coordinate with multiple units to deliver bank services.
• Experience in budgeting or business planning is a plus.
• Customer service orientation and problem-solving skills.

Responsibilities

• Service daily client requests and maintain updated account data.
• Coordinate with units to ensure delivery of bank services.
• Prepare basic analysis of client proposals.
• Assist in preparation of Budget and Business Plans.
• Handle customer complaints and recommend solutions.

Skills

Multitasking

Analytical skills

Organizational skills

Education

Bachelor's degree in business/accounting

Job description

Metrobank is seeking a Relationship Associate to service daily client requests, keep account information updated, and ensure loan-related documents are complete. You will coordinate with various units to deliver banking services and prepare preliminary analyses for client proposals.

The role also involves assisting in budgeting and business planning, and handling customer complaints with recommended solutions.