Relationship Associate - CDO

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

Job summary

Metrobank is seeking a Relationship Associate in Commercial Banking to support client servicing, data management, and loan-related documentation. You will assist in achieving unit targets, coordinate with internal teams, and ensure timely processing of loan applications and required verifications.

The role involves gathering account information, verifying documents, and performing basic analyses to aid credit decisions. Onsite work in the Metrobank CDO area with standard banking hours.

Qualifications

• Experience in servicing banking clients and achieving unit targets.
• Familiarity with loan processes and documentation checks.
• Ability to assess client needs and credit worthiness.

Responsibilities

• Gathers and updates information on accounts and ensures document authenticity.
• Maintains loan ticklers and updated client lists for timely action.
• Pre-screens loan applicants via phone verifications and verifies pricing/transactions.
• Prepares basic analysis to support decision making.
• Follows up on legal/documentary requirements and coordinates with Credit Group for appraisal/compliance.
• Coordinates with accredited companies and loan stakeholders to ensure service delivery.

Skills

Client servicing

Credit analysis

Data management

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

Unit: Commercial Banking/Metrobank CDO

Location: Metrobank CDO Main, A. Velez St, cor Yacapin St 9000 Cagayan de Oro City Northern Mindanao (Full Onsite, Monday to Friday, 08:30 AM – 05:30 PM)