CORPORATE BANKING SERVICE OFFICER

Bank of the Philippine Islands (BPI); Makati; On-site; PHP 500,000 - 900,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking a Corporate Banking Service Officer to lead a team of Service Assistants in daily transactions and account maintenance for corporate loans and other products. The role also covers regulatory compliance, reporting, and administrative duties.

The ideal candidate has a strong background in service quality, leadership, and credit operations, with proven ability to mentor staff and drive process improvements.

Qualifications

• College graduate, preferably with a degree in business related courses.
• At least 3 years’ experience as a service or operations assistant servicing large corporate clients and/or related areas.
• Knowledge of credit and lending, operations, credit policies, risk management and corporate banking products; familiar with regulatory standards and bank systems.
• Strong service quality; leadership and managerial skills; coaching and mentoring; risk management; process improvements; client empathy; attention to detail.

Responsibilities

• Supervises the Service Assistants in account maintenance tasks incl. document review and facility approvals.
• Manages daily transactions: loan availments, renewals, extensions, past due monitoring, trade, payments.
• Tracks RM team compliance with bank policies and regulatory requirements.
• Prepares internal reports needed by the team.
• Performs administrative tasks such as budget authorization and monitoring.

Skills

Service quality

Leadership

Coaching & mentoring

Credit processes

Risk management

Process improvement

Client empathy

Attention to detail

Organizational skills

Education

Bachelor's degree in business or related field

BPI Officership Training Program

Job description

The Corporate Banking Service Officer is responsible for managing the Service Assistants’ daily transactions, implementation of approved facilities, and account maintenance tasks for Corporate Loans and other corporate products availed of by clients, as well as administrative functions for the team including preparation of reports.

Core Responsibilities:

• Supervises the team's Service Assistants in the fulfillment of account maintenance tasks, such as, but not limited to, document review, checking and submission of approved credit facilities, and regularization and reduction of documentary deficiencies.
• Manages the team's Service Assistants in the implementation of daily transactions, such as, but not limited to, loan availments, loan renewal, loan extension, past due monitoring, trade transactions, payments, repricing and collections.
• Tracks and manages his/her RM Team's compliance to the bank’s existing policies and external regulatory requirements.
• Prepares internal reports needed by the team in the discharge of its functions.
• Performs administrative tasks such as budget authorization and monitoring.

Qualifications:

• College graduate, preferably with a degree in business related courses
• At least 3 years’ experience as a service or operations assistant servicing large corporate clients and/or related areas or disciplines. Has undergone the BPI Officership Training Program.
• Highly knowledgeable in credit and lending, operations, credit policies, risk management and corporate banking products and services with adequate knowledge of regulatory standards, compliance guidelines, and other bank products, processes and policies; proficient in the bank’s various operating systems.
• Strong service quality; strong leadership and managerial skills; proficient in coaching and mentoring; strong in credit process and operations; good risk management and business judgement; good ability to spot and institute process improvements; strong client empathy and highly organized with attention to detail.