SERVICE ASSOCIATE (INSTITUTIONAL BANKING)

Bank of the Philippine Islands (BPI); Philippines; On-site; PHP 240,000 - 360,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking a diligent teammate to support the Relationship Manager and Service Officer in daily corporate loan transactions and account maintenance. You will help ensure accurate client information, prepare and review documents, and assist with loan-related processes and administrative tasks.

The role requires a bachelor's degree in business, banking or finance, proficiency in MS Office, and strong communication and service orientation.

Qualifications

• Bachelor's/College degree in Business, Banking or Finance.
• Knowledge and experience in banking processes in loans and customer service.
• Proficient in MS Office; strong interpersonal, oral and written communication; service oriented.
• Willing to be assigned in PASIG.

Responsibilities

• Assist Relationship Manager with account management tasks and document checks.
• Assist Service Officer with document preparation, review and submission.
• Assist in daily transactions including loan availments, renewals, extensions, past-due monitoring, trade transactions, payments and collections.
• Custodian of client's credit folders, ensuring updated and securely stored.
• Perform administrative tasks such as filing, budget availment and monitoring.
• Take on additional duties as needed by the team.

Skills

Customer service

Interpersonal skills

Communication skills

Education

Bachelor's degree in Business/Banking/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 PASIG