Relationship Associate - Cauayan

Metrobank; Taguig; On-site; PHP 300,000 - 420,000; Full time

Job summary

Metrobank is seeking a Relationship Associate (Commercial Banking) to support client service and credit processes. The role involves gathering data, ensuring documents are complete, and assisting in loan-related requirements to assess client needs and credit worthiness.

You will coordinate with units and with the Credit Group to ensure accurate delivery of banking services, maintain account information, and follow up on documents.

Qualifications

• Gathers and collates updated information/data on accounts.
• Ensures authenticity and completeness of submitted documents.
• Assists in pre-screening loan applicants thru conducting phone verifications and assessing client proposals.

Responsibilities

• Gathers and collates updated information/data on accounts. Ascertains authenticity and completeness of documents submitted.
• Maintains updated lists and loan ticklers of accounts.
• Assists in pre-screening of loan applicants thru conducting phone verifications for in-depth interview to verify information on the application.
• Prepares basic analysis/evaluation of client’s proposal to provide inputs for decision-making.
• Follows-up submission of legal/documentary requirements on credits and coordinates with Credit Group for appraisal and investigation.
• Coordinates/communicates with accredited companies and loan processes.

Job description

Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development. With Metrobank, a meaningful life is within your reach!

Position Title: Relationship Associate (Commercial Banking)

Job Summary:

• Assists in meeting the unit’s targets thru servicing daily requirements of clients, maintaining updated data/information on accounts, and ensuring completion of all loan-related documentary requirements to assist them in analyzing clients’ requirements and/or credit worthiness.
• Coordinates with concerned units regarding the appropriate management of accounts to ensure adequate delivery of bank services to clients.

Specific Duties & Responsibilities:

• Gathers and collates necessary and updated information/data on accounts. Ascertains the authenticity and completeness of documents submitted.
• Maintains updated lists and loan ticklers of accounts.
• Assists in pre-screening of loan applicants thru conducting phone verifications for in-depth interview to verify the veracity of information on the application as well as in surveying pricing/transactions of clients with other banks.
• Prepares basic analysis/evaluation of client’s proposal to provide them with inputs in their decision-making process.
• Follows-up submission of legal/documentary requirements on credits. Ascertains the authenticity and completeness of documents submitted. Coordinates with Credit Group – Credit Investigation and Appraisal Division for appraisal of property and credit investigation.
• Coordinates/communicates with accredited companies and loan

Other Details:

Rank: Rank and File

(Onsite, Monday to Friday, 08:30 AM – 05:30 PM)