RM Assistant

BDO Unibank; Makati; On-site; PHP 350,000 - 550,000; Full time

Job summary

BDO Unibank, Inc. is seeking a Relationship Manager Assistant for the Institutional Banking Group in Metro Manila.

The role supports Relationship Managers, processes bank transactions, generates reports, and manages account information to assist in onboarding and credit facilities. Key duties include monitoring payments, collecting borrower documents, updating monitoring reports, and ensuring timely submission of compliance requirements.

Qualifications

• Bachelor's degree in Accounting or Business Management.
• Experience in banking operations is a plus.
• Strong analytical and communication skills.
• Ability to build relationships with internal and external stakeholders.
• Proficient in MS Office, especially Excel and PowerPoint.

Responsibilities

• Monitors receipt and proper disposition of payments to avoid past due.
• Assists Relationship Managers by gathering borrower data and documentation for credit facilities.
• Assists in updating budget and account monitoring reports.
• Coordinates with clients for documentary and compliance requirements.
• Attends to accounts in RM's absence under Team Head guidance.
• May handle simple accounts as training for possible career path.
• Performs other functions as assigned.

Skills

Critical/analytical skills

Strong communication

Interpersonal/networking

Stakeholder communication

MS Office proficiency

Education

Bachelor's degree in Accounting or Business Management

Tools

Excel

PowerPoint

MS Office

Job description

Job Description:

Ready to set your career in motion? Join us now.

The Institutional 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.

The Relationship Manager Assistant for Institutional Banking Group serves 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:

• Bachelors 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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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.