I Desks Relationship Assistant — Corporate Banking Support

BDO Unibank; Makati; On-site; PHP 200,000 - 280,000; Full time

Job summary

BDO Unibank is seeking a proactive Relationship Manager Assistant for the Institutional Banking Group in Makati. The role supports Relationship Managers with transactions, reporting, and client data management, ensuring accurate processing and on-time deliverables.

The ideal candidate has a degree in Accounting or Business Management, solid Excel skills, and a willingness to learn within a structured banking environment.

Qualifications

• Bachelor's degree in Accounting or Business Management required.
• Experience in banking operations is a plus; strong analytical skills expected.
• Strong communicator with the ability to network and build solid relationships.
• Ability to interface effectively with internal and external personalities.
• Advanced Microsoft Office skills, especially Excel and PowerPoint.
• Fresh graduates with good distinction are welcome to apply.

Responsibilities

• Monitors receipt and proper disposition of payments to avoid past due accounts.
• Assists Relationship Managers by gathering data and documents for credit facilities.
• Assists in updating budget and account monitoring reports.
• Coordinates client requests and timely submission of documentary/compliance requirements.
• Attends to accounts in the absence of Relationship Manager under guidance.
• May handle simple accounts as training for a future Relationship Manager path.
• Performs other duties as assigned.

Skills

Banking operations

Analytical skills

Strong communication

Interpersonal skills

MS Excel

PowerPoint

Education

Bachelor's degree in Accounting or Business Management

Tools

Microsoft Excel

PowerPoint

Job description

BDO Unibank is seeking a proactive Relationship Manager Assistant for the Institutional Banking Group in Makati. The role supports Relationship Managers with transactions, reporting, and client data management, ensuring accurate processing and on-time deliverables.

The ideal candidate has a degree in Accounting or Business Management, solid Excel skills, and a willingness to learn within a structured banking environment.