Corporate Banking Support Associate

Bank of the Philippine Islands (BPI); Makati; On-site; PHP 300,000 - 540,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking a detail‑oriented assistant to support Relationship Managers and Service Officers in daily corporate loan and product activities. You will help verify client information, gather documents, and ensure accurate records within the bank's systems.

The role includes handling loan transactions, maintaining credit folders, and performing general administrative tasks for the team, with assignment to FCIE, Dasmariñas Cavite.

Qualifications

• Graduate of a 4 year Bachelor’s/College Degree, related to Business, Banking or Finance.
• Preferably with knowledge and experience in banking processes in loans and customer service.
• Adept in the needed MS Office systems, good interpersonal relationship, oral and written communication skills, service oriented.
• Willing to be assigned in FCIE, DASMARINAS CAVITE.

Responsibilities

• Assist Relationship Manager in fulfilling account management tasks by checking client information and procuring documents.
• Assist the Service Officer with document preparation, review and submission.
• Assist in daily transactions: loan availments, renewals, extensions, past due monitoring, trade transactions, payments and collections.
• Custodian of client's credit folders; ensure updates and secure storage.
• Perform administrative tasks: filing, budget availment and budget monitoring.
• Take on other responsibilities needed by the team.

Skills

Banking knowledge

Customer service

MS Office

Communication skills

Education

Bachelor’s degree in Business/Finance

Tools

MS Office

Job description

Bank of the Philippine Islands (BPI) is seeking a detail‑oriented assistant to support Relationship Managers and Service Officers in daily corporate loan and product activities. You will help verify client information, gather documents, and ensure accurate records within the bank's systems.

The role includes handling loan transactions, maintaining credit folders, and performing general administrative tasks for the team, with assignment to FCIE, Dasmariñas Cavite.