Institutional Banking Relationship Specialist

BDO Unibank; Philippines; On-site; PHP 260,000 - 380,000; Full time

Job summary

BDO Unibank, Inc. seeks a Relationship Manager Assistant for Institutional Banking Group / I Desks. You will assist in processing transactions, generating reports, and managing sales/account information while supporting Relationship Managers to build long-term corporate client relationships.

Strong analytical and communication skills, plus solid MS Office proficiency, are essential. Fresh graduates with distinction are welcome to apply, in a role focused on compliance, documentation, and client

Qualifications

• Bachelor's degree in Accounting or Business Management preferred.
• Banking operations experience is a plus.
• Proficient analytical skills.
• Strong communication and relationship-building abilities.
• Ability to interface with internal and external personalities.
• High level of MS Office skills, especially Excel and PowerPoint.
• Fresh graduates with good distinction are welcome to apply.

Responsibilities

• Monitor receipt and disposition of payments to avoid past-due issues.
• Assist Relationship Managers by gathering data/documents for credit facilities.
• Update budget and account monitoring reports.
• Coordinate with clients for documentary and compliance requirements.
• Support in accounts in the absence of the Relationship Manager under guidance.
• Potentially handle simple accounts as training for future RM role.
• Take on other duties as assigned to support productivity and service quality.

Skills

Analytical skills

Communication

Interpersonal skills

MS Office

Education

Bachelor's in Accounting or Business Management

Tools

Excel

PowerPoint

Job description

BDO Unibank, Inc. seeks a Relationship Manager Assistant for Institutional Banking Group / I Desks. You will assist in processing transactions, generating reports, and managing sales/account information while supporting Relationship Managers to build long-term corporate client relationships.

Strong analytical and communication skills, plus solid MS Office proficiency, are essential. Fresh graduates with distinction are welcome to apply, in a role focused on compliance, documentation, and client