Relationship Manager Assistant

BDO Unibank; Makati; On-site; PHP 200,000 - 280,000; Full time

Job summary

BDO Unibank is seeking a proactive Relationship Manager Assistant for the Institutional Banking Group in Makati. The role supports Relationship Managers with transactions, reporting, and client data management, ensuring accurate processing and on-time deliverables.

The ideal candidate has a degree in Accounting or Business Management, solid Excel skills, and a willingness to learn within a structured banking environment.

Qualifications

• Bachelor's degree in Accounting or Business Management required.
• Experience in banking operations is a plus; strong analytical skills expected.
• Strong communicator with the ability to network and build solid relationships.
• Ability to interface effectively with internal and external personalities.
• Advanced Microsoft Office skills, especially Excel and PowerPoint.
• Fresh graduates with good distinction are welcome to apply.

Responsibilities

• Monitors receipt and proper disposition of payments to avoid past due accounts.
• Assists Relationship Managers by gathering data and documents for credit facilities.
• Assists in updating budget and account monitoring reports.
• Coordinates client requests and timely submission of documentary/compliance requirements.
• Attends to accounts in the absence of Relationship Manager under guidance.
• May handle simple accounts as training for a future Relationship Manager path.
• Performs other duties as assigned.

Skills

Banking operations

Analytical skills

Strong communication

Interpersonal skills

MS Excel

PowerPoint

Education

Bachelor's degree in Accounting or Business Management

Tools

Microsoft Excel

PowerPoint

Job description

Overview

The Institutional Banking Group (IBG) focuses on providing financial services to large corporations and medium-sized enterprises. Within IBG is International Desks (I Desks), a specialized team within the bank catering to locally–operating subsidiaries of foreign‑owned companies. The main product offering of I Desks is cash management solutions designed to support collection and disbursement needs of clients. I Desks delivers tailored financial solutions to meet the diverse needs of its clients, helping them efficiently conduct their day‑to‑day operations and meet longer strategic objectives. The Relationship Manager Assistant (RMA) for Institutional Banking Group / I Desks serves a crucial function in providing support in processing bank transactions, report generation, and sales/account information management. RMA's partner with the bank's Relationship Managers to build long‑term, mutually‑beneficial relationships with corporate clients.

Responsibilities

• Monitors receipt and proper disposition of interest and principal payments by servicing units to avoid technical / actual past due
• Assists Relationship Managers in ensuring that regular transaction details are facilitated properly, gathering data/documents from borrowers and other support units for the establishment and renewal of credit facilities
• Assists in updating budget and account monitoring reports
• Coordinates with client requests for and timely submission of documentary and compliance requirements.
• Attends to the accounts in the absence of Relationship Manager, under direct guidance of the Team Head
• May handle simple accounts on their own as training for possible career path to Relationship Manager
• Performs other functions as maybe assigned from time to time according to the established productivity and services quality

Qualifications

• Bachelor's degree graduate preferably in Accounting or Business Management
• Experience in banking operations is a plus. Proficient critical/ analytical skills
• Strong communicator with the ability to network and build strong, solid relationships
• Ability to interface effectively and independently with personalities (internally and externally)
• High level Microsoft Office skills, especially Excel and Powerpoint
• Fresh graduates with good distinction are welcome to apply

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.

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