- Manage administrative tasks for SDs and RMs, including meeting scheduling, minutes-taking, and travel arrangements.
- Supervise the schedules and routes of Business Class Messengers to ensure timely delivery of documents.
- File requests for office supplies and process transactions in systems such as SAP Ariba.
- Assist new Relationship Managers (RMs) with onboarding to bank systems and request RM codes.
- Assist in following up on client requirements for account opening and onboarding.
- Monitor documentation status with CMS QA, ensuring completeness and compliance with internal standards.
- Upload rush documents in EDMS and coordinate with RMs/CSMs for deficiencies.
- Handle valued clients' day-to-day requests and coordinate resolutions with internal units.
- Conduct regular outbound calls to cross-sell CASA, insurance, investment, and other retail/transactional products to mid-tier and low TRB clients.
- Support the region in achieving cross-sell penetration and CASA balance growth targets.
- Align with RMs and SDs to ensure sales activities complement overall client strategies.
- Record and track sales activities and outcomes for reporting to the Regional Center Head.
- Monitor weekly and monthly CASA and cross-sell reports.
- Coordinate with the RBC Marketing Officer and Business Analyst to consolidate sales and operations reports.
- Assist in preparing materials for regional and cluster meetings.
- Perform RDS checker functions, including validating reimbursements against call and account metrics.
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· Be #InGoodHands with Metrobank · Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need t ...
Philippines1 linggo ang nakalipas
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About the Job · Location: Metro Manila - Makati, Pasig, Quezon city · Corporate Title: Junior Officer to Senior Manager · Work Arrangement: Onsite · Our Branches/Stores are looking for experienced professionals to join us in Metro Manila in the role of Relationship Manager. · In ...
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Your Role · The Premier Wealth Relationship Manager is responsible for managing and growing the Bank's affluent and high-net-worth (HNW) customer segment in line with the Bank's aspirations and client value proposition (CVP). The role focuses on increasing investable assets, fee ...
Manila1 linggo ang nakalipas
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· Be #InGoodHands with Metrobank · Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need t ...
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· Job Title: Relationship Manager - Corporate Banking (Roosevelt & BGC) · Company: Local Bank · Location: Onsite; Quezon City & BGC · Position Type: Full-time · Headcount: 5 · Job brief · This is for a top-tier local bank with a strong institutional banking presence, offering a ...
Manila, Metro Manila, Philippines ₱1,500,000 - ₱3,000,000 (PHP) bawat taon1 araw ang nakalipas
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· Job Title: Relationship Manager (VPSVP), Corporate Banking / Large Corporates · Company: Foreign Bank · Location: Manila, Philippines · Position Type: Full-time · Headcount: 1 · Job Brief · A prestigious foreign bank is seeking an accomplished Relationship Manager (VPSVP level ...
Manila, Metro Manila, Philippines1 linggo ang nakalipas
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· Be in good hands with Metrobank · Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need ...
Philippines1 linggo ang nakalipas
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· Position Title: Relationship Manager · Job Summary: · A Relationship Manager will originate, develop, review and manage loan portfolio relationships. You will cross-sell appropriate bank products and services across target segments to help achieve the Bank's objectives in term ...
Philippines1 linggo ang nakalipas
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· Be in good hands with Metrobank · Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need ...
Philippines1 linggo ang nakalipas
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The Private Wealth Relationship Manager is primarily accountable for managing the Private Wealth accounts/clients and growing the volume and revenue of his/her clients. · Ensures adherence to the account's agreement, investment guidelines, special instructions · , internal polici ...
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· Job Summary: · A Relationship Manager will originate, develop, review and, manage loan portfolio relationships. You will cross-sell appropriate bank products and services across target segments to help achieve the Bank's objectives in terms of growth, profitability and client ...
Philippines6 araw ang nakalipas
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· Be in good hands with Metrobank · Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need ...
Philippines2 araw ang nakalipas
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· Be in good hands with Metrobank · Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need ...
Philippines1 linggo ang nakalipas
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Manage merchant relationships including onboarding process and ongoing key account management. · ...
Manila, National Capital Region2 linggo ang nakalipas
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· About the Job · Location: Metro Manila - Makati, Pasig, Quezon city · Corporate Title: Junior Officer to Senior Manager · Work Arrangement: Onsite · Our Branches/Stores are looking for experienced professionals to join us in Metro Manila in the role of Relationship Manager. · ...
Manila, Philippines1 linggo ang nakalipas
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· Be in good hands with Metrobank · Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need ...
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· Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing y ...
Philippines1 araw ang nakalipas
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· Be in good hands with Metrobank · Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need ...
Philippines5 araw ang nakalipas
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The Relationship Manager - Cash Lenders will own the end-to-end relationship with Netbank's lending partners—primarily fintechs, MFIs, and digital lenders—under loan channeling or FLDG-based structures. The role bridges commercial negotiations, risk alignment, and operational exe ...
Manila1 linggo ang nakalipas
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The Premier Wealth Relationship Manager is responsible for managing and growing the Bank's affluent and high-net-worth (HNW) customer segment in line with the Bank's aspirations and client value proposition (CVP). ...
Manila3 linggo ang nakalipas
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The Relationship Manager is responsible in managing the needs of large and middle market corporate clients including but not limited to local conglomerates and multinational corporations. · ...
Manila1 buwan ang nakalipas
Associate Relationship Manager - Manila - UnionBank of the Philippines
Paglalarawan
The Associate Relationship Manager provides vital administrative support to Sales Directors and Relationship Managers while also assisting with client documentation and onboarding. This role supports business growth by handling day-to-day client requests and contributing to cross-selling initiatives for CASA, insurance, and investment products.
Essential Duties and Responsibilities
Administrative & Coordination Support
Client Servicing & Documentation
Sales & Cross-Selling Support
Reporting & Monitoring
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