Relationship Manager Assistant

BDO Unibank; Philippines; On-site; PHP 260,000 - 380,000; Full time

Job summary

BDO Unibank, Inc. seeks a Relationship Manager Assistant for Institutional Banking Group / I Desks. You will assist in processing transactions, generating reports, and managing sales/account information while supporting Relationship Managers to build long-term corporate client relationships.

Strong analytical and communication skills, plus solid MS Office proficiency, are essential. Fresh graduates with distinction are welcome to apply, in a role focused on compliance, documentation, and client

Qualifications

• Bachelor's degree in Accounting or Business Management preferred.
• Banking operations experience is a plus.
• Proficient analytical skills.
• Strong communication and relationship-building abilities.
• Ability to interface with internal and external personalities.
• High level of MS Office skills, especially Excel and PowerPoint.
• Fresh graduates with good distinction are welcome to apply.

Responsibilities

• Monitor receipt and disposition of payments to avoid past-due issues.
• Assist Relationship Managers by gathering data/documents for credit facilities.
• Update budget and account monitoring reports.
• Coordinate with clients for documentary and compliance requirements.
• Support in accounts in the absence of the Relationship Manager under guidance.
• Potentially handle simple accounts as training for future RM role.
• Take on other duties as assigned to support productivity and service quality.

Skills

Analytical skills

Communication

Interpersonal skills

MS Office

Education

Bachelor's in Accounting or Business Management

Tools

Excel

PowerPoint

Job description

Job Description

TheInstitutional Banking Group (IBG)focuses on providing financial services to large corporations and medium-sized enterprises. Within IBG isInternational Desks(I Desks) which is 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. IDesks 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 Desksserves a crucial function in providing support in processing bank transactions, report generation, and sales/ account information management. RMAs partner with the banks Relationship Managers to build long-term, mutually-beneficial relationships with corporate clients.

Responsibilities

1. Monitors receipt and proper disposition of interest and principal payments by servicing units to avoid technical / actual past due
2. 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
3. Assists in updating budget and account monitoring reports
4. Coordinates with client requests for and timely submission of documentary and compliance requirements.
5. Attends to the accounts in the absence of Relationship Manager, under direct guidance of the Team Head
6. May handle simple accounts on their own as training for possible career path to Relationship Manager
7. Performs other functions as maybe assigned from time to time according to the established productivity and services quality

Qualifications

1. Bachelors degree graduate preferably in Accounting or Business Management
2. Experience in banking operations is a plusProficient critical/ analytical skills
3. Strong communicator with the ability to network and build strong, solid relationships
4. Ability to interface effectively and independently with personalities (internally and externally)
5. High level Microsoft Office skills, especially Excel and Powerpoint
6. 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.