RM Assistant

BDO Unibank; Caloocan; On-site; PHP 300,000 - 420,000; Full time

Job summary

BDO Unibank in Caloocan, Metro Manila, is hiring a Relationship Manager Assistant for Institutional Banking Group. The role focuses on supporting Relationship Managers, processing bank transactions, and managing account data and documents to ensure smooth credit facility establishments and renewals.

The position requires a Bachelor's degree (Accounting or Business Management) and strong analytical and communication skills.

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 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.

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 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

Skills

Analytical skills

Strong communication

Interpersonal skills

Microsoft Excel

PowerPoint

Education

Bachelor's degree in Accounting or Business Management

Job description

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Caloocan City, National Capital Region, PH

Business Unit: Institutional Banking Group

Department:

TheInstitutional Banking Group (IBG)focuses on providing financial services to large corporations and medium-sized enterprises. The main product offering includes loans designed to support the growth and operations of these businesses. The group delivers tailored financial solutions to meet the diverse needs of its clients, helping them achieve their strategic objectives and manage their financial health effectively.

TheRelationship Manager Assistant for Institutional Banking Groupserves a crucial function in seeking new accounts as providing support in processing bank transactions, report generation, and sales/ account information management.

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

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