RELATIONSHIP ASSOCIATE, TEAM 1

Metrobank; Philippines; On-site; PHP 279,000 - 502,000; Full time

Job summary

Metrobank is seeking a Relationship Associate to service daily client requests and maintain up-to-date account data. You will help assess loan-related document requirements and analyze client needs to support credit decisions.

You will coordinate with internal units to ensure timely delivery of banking services, prepare basic analyses for client proposals, and assist in budgeting and business planning. You will also address customer concerns and propose practical solutions.

Qualifications

• Bachelor's degree in business or accounting required or preferred.
• Ability to multitask with strong organizational and analytical skills.

Responsibilities

• Service daily requests of clients and maintain updated data on accounts.
• Ensure completion of loan-related documentary requirements to assist in analyzing clients' requirements and/or credit worthiness.
• Coordinate with concerned units regarding the management of accounts to ensure delivery of bank services to clients.
• Prepare basic analysis/evaluation of client proposals to provide inputs on decision-making.
• Assist in the preparation of Budget and Business Plans.
• Assist in the handling of customer complaints and recommend solutions.

Skills

Multitasking

Organizational skills

Analytical skills

Education

Bachelor's degree in Business or accounting

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

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:

• 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 Bachelor's degree in any Business related or accounting field. We are open to consider fresh graduates as well.
• Ability to multitask with strong organizational & analytical skills