Relationship Associate
Camalig Bank
Legazpi City,philippines
4d ago

Position Overview

Relationship Associate is responsible in assisting the Branch Manager to know the clients and their business or financial needs by building and maintaining ongoing relationships.

Key Responsibilities

  • Help ensure that targets and marketing goals of the branch are achieved.
  • Help ensure that clients’ queries and complaints are properly attended.
  • Conduct regular evaluation of handled client’s accounts, collect mandatory information for analysis of client needs and ensure that they are taking advantage of all the products and services of the Bank with little risk.
  • Ensure that newly assigned accounts solicited by the Marketing Officer / Associate is properly handled and managed.
  • Ensure that the Bank’s standard operational procedures and policies are understood, put into practice and clearly communicated.
  • Ensuring proper observance of the Bank’s credit documentary requirements and loan release procedures.
  • Ensure that marketing files and required management reports are promptly prepared, updated, submitted and backed-up.
  • Perform other functions that may be assigned or required of the job.
  • Required Technical Skills and Experience

  • Graduate of any 4-year course
  • Knows how to drive (with valid driver's license)
  • Basic computer skill
  • Presentation and negotiation skills
  • Great attention to details
  • Team player
  • Apply
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