Relationship Associate (Visayas)

JOB DESCRIPTION

The position is responsible for supporting relationship management and client servicing activities by handling daily client requests, maintaining accurate account information, and ensuring completion of loan‑related documentary requirements. It assists in credit evaluation, account coordination, and service delivery to support sound decision‑making, portfolio management, and customer satisfaction. The role works closely with internal units to ensure timely, compliant, and effective banking services for clients.

KEY RESPONSIBILITIES
You will:

• Service daily client requests and maintain up‑to‑date account data and client information.
• Ensure completeness and accuracy of loan‑related documentary requirements to support credit assessment and processing.
• Coordinate with internal units to ensure proper account management and timely delivery of banking services.
• Prepare basic analysis and evaluation of client proposals to support credit and business decisions.
• Assist in the preparation of budgets and business plans.
• Support the handling of customer complaints and recommend appropriate solutions.
• Contribute to smooth processing of loan, trade, branch, and treasury transactions.
• Build and maintain positive working relationships with internal and external clients.

QUALIFICATIONS & REQUIREMENTS:

• You must have a bachelor’s degree in a business‑related or accounting field.
• You must have at least 4 years of experience working in local banks.
• You must have strong organizational, analytical, and multitasking skills.
• You must have excellent verbal and written communication skills.
• You must be detail‑oriented and capable of working collaboratively with multiple teams.

Work Schedule: Regular shift (8 am – 5 pm)

Work Setup: Onsite

Locations: Iloilo, Cebu, Samar