Relationship Associate


  • Makati, Philippines
    Makati, Metro Manila, Philippines
    Metro Manila
  • Full time
Posted 3 months ago and deadline of application is on 30 Dec
Recruiter was hiring 4 days ago

Relationship Associate


Job Description

Assists in meeting the unit’s targets thru servicing daily requirements of clients, maintaining updated data/information on accounts, and ensuring completion of all loan-related documentary requirements to assist them in analyzing clients’ requirements and/or creditworthiness.

  • Coordinates with concerned units regarding the appropriate management of accounts to ensure adequate delivery of bank services to clients
  • Gathers and collates necessary and updated information/data on accounts. Ascertains the authenticity and completeness of documents submitted.
  • Assists in pre-screening of loan applicants thru conducting phone verifications for an in-depth interview to verify the veracity of information on the application as well as in surveying pricing/ transactions of clients with other banks.
  • Prepares basic analysis/evaluation of client’s proposal to provide them with inputs in their decision-making process.
  • Follows-up submission of legal/documentary requirements on credits. Ascertains the authenticity and completeness of documents submitted. Coordinates with Credit Group – Credit Investigation and Appraisal Division for appraisal of property and credit investigation.
  • Coordinates/communicates with accredited companies and loan borrowers for the client’s loans.
  • Liaises between clients and Bank’s operating units.
  • Assists in making client calls for one on one briefing/consultation of prospective borrowers, presentation of loan guidelines, follow-up of documentary requirements, among others.
  • Assists in the preparation of Budget and Business Plans.
  • Assists in the preparation of transaction media needed to recommend approval of proposed credits.
  • Informs sales agents or client of credit decision made regarding their application, assists them in signing of documents and follows up submission post-approval documentary requirements.
  • Coordinates with insurance companies, external agency, legal unit, and other concerned units of the Bank for booking of accounts.
  • Handles and coordinates appointment schedules and possible materials needed by the marketing officers.

Minimum Qualifications

  • Graduate of any business course
  • Good communication and presentation skills
  • Good coordination and management skills
  • Excellent interpersonal skills.
  • Can interact and work well with dependencies

Perks and Benefits

  • Paid Holidays Paid Holidays
  • Paid Vacation Leave Paid Vacation Leave
  • Paid Sick Leave Paid Sick Leave
  • Paid Bereavement/Family Leave Paid Bereavement/Family Leave
  • Maternity & Paternity Leave Maternity & Paternity Leave
  • Special Leave Benefits for Women Special Leave Benefits for Women
  • Retirement Benefit Plans Retirement Benefit Plans
  • Life Insurance Life Insurance
  • Medical / Health Insurance Medical / Health Insurance
  • Medical, Prescription, Dental, or Vision Plans Medical, Prescription, Dental, or Vision Plans
  • Gym Membership Gym Membership
  • Performance Bonus Performance Bonus

Required Skills

  • Organizing and Planning
  • Relationship Management
  • Sales and Marketing Knowledge
  • Attention to Detail
  • Customer Service
  • Data Management
  • Microsoft / MS Office

Preferred Courses

  • Business Administration
  • Management Accounting
  • Financial Management

Jobs Summary

Job level
Entry Level / Junior, Apprentice
Job category
Administration and Coordination
Educational requirement
Bachelor's degree graduate
Recruiter response to application
Office Address
Makati, Metro Manila, Philippines
Banking / Mortgage
20 openings

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About Metrobank

Be part of a leading financial institution Metrobank is the country’s premiere universal bank with the largest consolidated network of over 870 branches and over 1,900 automated teller machines nationwide, and 33 foreign branches, subsidiaries and representative offices. A recognized leader in the country’s banking industry, Metrobank has become the trusted banking partner, staying true to its promise of keeping you in good hands. Experience a fruitful and rewarding career The driving force of Metrobank’s success is its people who are committed to product quality and service excellence; practice strong work ethics and good governance. We uphold a culture anchored on our core values of customer delight, teamwork, passion for results and integrity. In Metrobank, hardwork is well-rewarded with a long term career and a competitive rewards system. Learn from trusted professionals Metrobank is an excellent training ground for individuals who aim to learn and gain exposure to the different facets of banking and finance. The learning opportunities are immense as you work with top-notch experts of the banking industry - a driven team of individuals who put value on excellence and passion for service.
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