SERVICE ASSOCIATE (INSTITUTIONAL BANKING)

Bank of the Philippine Islands (BPI); Makati; On-site; PHP 300,000 - 540,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking a detail‑oriented assistant to support Relationship Managers and Service Officers in daily corporate loan and product activities. You will help verify client information, gather documents, and ensure accurate records within the bank's systems.

The role includes handling loan transactions, maintaining credit folders, and performing general administrative tasks for the team, with assignment to FCIE, Dasmariñas Cavite.

Qualifications

• Graduate of a 4 year Bachelor’s/College Degree, related to Business, Banking or Finance.
• Preferably with knowledge and experience in banking processes in loans and customer service.
• Adept in the needed MS Office systems, good interpersonal relationship, oral and written communication skills, service oriented.
• Willing to be assigned in FCIE, DASMARINAS CAVITE.

Responsibilities

• Assist Relationship Manager in fulfilling account management tasks by checking client information and procuring documents.
• Assist the Service Officer with document preparation, review and submission.
• Assist in daily transactions: loan availments, renewals, extensions, past due monitoring, trade transactions, payments and collections.
• Custodian of client's credit folders; ensure updates and secure storage.
• Perform administrative tasks: filing, budget availment and budget monitoring.
• Take on other responsibilities needed by the team.

Skills

Banking knowledge

Customer service

MS Office

Communication skills

Education

Bachelor’s degree in Business/Finance

Tools

MS Office

Job description

This position is responsible for assisting the Relationship Manager and the Service Officer daily transactions, account management and maintenance tasks related to corporate loans and other corporate products availed of by clients, as well as administrative functions for the team.

Key Responsibilities

• Assists the Relationship Manager in fulfilling his/her account management function by taking on tasks such as checking the accuracy and correctness of client information in the bank's system, and procuring all required documents from clients to avoid possible risks.
• Assists the Service Officer account maintenance tasks, such as but not limited to document preparation, document review and submission.
• Assists the Service Officer in the implementation of daily transactions, such as but not limited to loan availments, loan renewal, loan extension, past due monitoring, trade transactions, payments and collections.
• Acts as the custodian of client's credit folders and ensures that these are updated and securely stored.
• Performs administrative tasks such as filing of documents, budget availment, and budget monitoring.
• Performs other responsibilities that may be needed by the team in the discharge of its functions.

Qualification Guide

• Graduate of a 4 year Bachelor’s/College Degree, related to Business, Banking or Finance
• Preferably with knowledge and experience in banking processes in loans and customer service
• Adept in the needed MS Office systems, good interpersonal relationship, oral and written communication skills, service oriented
• Willing to be assigned in FCIE, DASMARINAS CAVITE