Relationship Associate - Caloocan

Metrobank

Taguig

On-site

PHP 167,000 - 279,000

Full time

8 days ago

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Job summary

Metrobank in the Philippines seeks a Relationship Associate to service daily client requests, keep account information up to date, and help with loan-documentation to assess creditworthiness.

You will coordinate with various units to ensure timely delivery of bank services, prepare basic analyses for decision making, and assist in budgeting and business planning while handling customer complaints professionally.

Qualifications

  • Minimum of a Bachelors degree in any Business related or Accounting field. Open for Fresh Graduates.
  • Ability to multitask with strong organizational & analytical skills
  • Excellent communication skills

Responsibilities

  • You will service daily requests of clients, maintain updated data/information on accounts and ensure completion of all loan-related documentary requirements to assist in analyzing clients requirements and/or credit worthiness.
  • Coordinate with concerned units regarding the appropriate management of accounts to ensure adequate delivery of bank services to clients.
  • Prepare basic analysis/evaluation of client’s proposal to provide inputs on their decision-making process.
  • Assist in the preparation of Budget and Business Plans.
  • Assist in the handling of customer complaints and recommend solutions.

Skills

Analytical skills
Organizational skills
Communication skills
Multitasking

Education

Bachelor's degree in Business or Accounting

Job description

Job Description:

Position Title:Relationship Associate

Job Summary:

  • You will service daily requests of clients, maintain updated data/information on accounts and ensure completion of all loan-related documentary requirements to assist in analyzing clients requirements and/or credit worthiness.
  • Coordinate with concerned units regarding the appropriate management of accounts to ensure adequate delivery of bank services to clients.
  • Prepare basic analysis/evaluation of client’s proposal to provide inputs on their decision-making process.
  • Assist in the preparation of Budget and Business Plans.
  • Assist in the handling of customer complaints and recommend solutions.

Role Exposure:

  • Hone your decision making skills
  • Develop your skills in collaboration and relationship building with external/internal clients
  • Increase your exposure on loan, trade, branch and treasury transactions

Qualifications:

  • Minimum of a Bachelors degree in any Business related or Accounting field. Open for Fresh Graduates.
  • Ability to multitask with strong organizational & analytical skills
  • Excellent communication skills

Other Details:

Unit:Institutional Banking Sector | Commercial Banking Group

Location:Metrobank - Caloocan: Grace Park

Requirements:

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