RM Assistant

BDO Unibank; Mandaluyong; On-site; PHP 279,000 - 469,000; Full time

Job summary

BDO Unibank's Institutional Banking Group (IBG) focuses on serving large corporations and mid-sized enterprises with tailored financial solutions. The Relationship Manager Assistant role supports account processing, report generation, and client data management to help grow and maintain client relationships.

Responsibilities include monitoring payments, coordinating documentation for credit facilities, updating budgeting and monitoring reports, and assisting in daily client requests under

Qualifications

• Bachelor's degree in Accounting or Business Management preferred.
• Experience in banking operations is a plus.
• Proficient critical/analytical skills and a strong communicator.

Responsibilities

• Assist Relationship Managers in processing bank transactions and gathering borrower documents.
• Support data collection for credit facilities and update reports and budgets.
• Coordinate with clients for documentary and compliance requirements.
• Provide coverage in the absence of the Relationship Manager under supervision.

Skills

Analytical skills

Communication

Interpersonal skills

Education

Bachelor's degree in Accounting or Business Management

Tools

Excel

PowerPoint

Job description

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

• 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.