Service Associate (Institutional Banking)

Bank Of The Philippine Islands (Bpi); Metro Manila; On-site; PHP 223,000 - 312,000; Full time

Job summary

Bank Of The Philippine Islands (Bpi) is seeking an administrative support role to assist the Relationship Manager and Service Officer with daily transactions, account maintenance, and related tasks for corporate loans and products. The role emphasizes accuracy, document collection, and adherence to process alongside handling filing and budget monitoring.

The candidate will join a team responsible for loan processing, customer service, and document management, with a focus on compliance and

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 PASIG.

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.

Skills

Banking processes

Customer service

MS Office proficiency

Interpersonal skills

Oral and written communication

Service oriented

Education

Bachelor’s/College Degree in Business, Banking or Finance

Tools

MS Office Suite

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 PASIG