- Portfolio Management – Relationship Manager is responsible in managing a portfolio of corporate clients and ensuring its profitability. The RMs are expected to cultivate trust and partnership with their clients by initiating sales calls, client engagements, and visits to ensure that all their client needs are properly addressed in a timely manner and with adherence to regulatory and internal policies.
- Revenue and Income Growth – Relationship Managers ensures attainment of income and volume targets through implementation of business development strategies and initiatives that enhance the breadth and depth of product portfolio in response to corporate clients' needs. This will help in achieving and sustaining competitive positioning in the market, resulting in optimization of customer satisfaction, retention and wallet share.
- Customer Care – Relationship Managers ensures positive customer experience with the bank by constantly soliciting customer feedback, competitive scan and market intelligence and working closely with the product groups, channels, operations, legal and compliance units in the bank toward the furtherance of this objective. The RM's insights and close collaboration with the Bank's internal units are key to relevant product development and service enhancement.
- Loan Negotiation, Documentation and Administration – Relationship Managers collaborates with Credit partners in structuring loan packages and on-time line renewals. The RMs also negotiates line terms and conditions with clients then ensures complete documentation and set up of credit approvals. Likewise, the RMs also assist the Credit partners in presenting the account to the Bank's credit approving bodies.
- Monitoring Loan Portfolio Credit Quality – Relationship Managers are responsible in monitoring the credit quality of loan portfolio and ensures full compliance with credit policies and standards. Should a loan deteriorate in credit quality or becomes past due, the RMs should strategize and pursue options for loan recovery. After exhausting all efforts, the RMs are responsible for passing on recovery efforts to the Special Account Management Department.
- People Management – Large Corporates Relationship Managers are responsible in training the Service Associate on day-to-day activities to achieve the client expectations and bank goals.
- College graduate preferably with a degree in business-related discipline such as Banking, Accounting or Finance
- At least 3 years of banking experience serving commercial accounts either as part of service staff, account management, products, or channels and/or related disciplines
- Knowledge in markets, credit and lending, operations, credit policies, risk management and commercial banking products and services to enable cross-selling
- Knowledge of Philippines regulatory standards and compliance guidelines
- Knowledge of working with commercial clients
- Willing to be assigned in Caloocan
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Company Description · Philippine Business Bank (PBB) is a thrift bank established in 1997 and focuses on serving corporate and small to medium enterprise (SME) markets. The bank provides a comprehensive range of financial services and products, including retail and corporate lend ...
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𝐅𝐨𝐫 𝐈𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐢𝐨𝐧𝐚𝐥 𝐁𝐚𝐧𝐤𝐢𝐧𝐠 (𝐮𝐩 𝐭𝐨 𝐒𝐀𝐕𝐏 𝐫𝐚𝐧𝐤): · NCR: Ortigas, Makati · Visayas: Cebu, Iloilo, Roxas, Tacloban · Mindanao: Davao, Koronadal, Tagum · 𝐅𝐨𝐫 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐁𝐚𝐧𝐤𝐢𝐧𝐠 𝐆𝐫𝐨𝐮𝐩 (𝐮𝐩 𝐭𝐨 𝐒𝐀𝐕𝐏 𝐫𝐚𝐧𝐤) · NCR: Greenhills, QC, Ortigas, Binondo, Makati · 𝐅𝐨𝐫 𝐂𝐨𝐦𝐦𝐞𝐫𝐜𝐢𝐚𝐥 𝐁𝐚𝐧𝐤𝐢𝐧𝐠 𝐆𝐫𝐨𝐮𝐩 (𝐮𝐩 𝐭𝐨 𝐌𝐚𝐧 ...
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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 ...
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+ Relationship Manager will originate, develop, review and manage loan portfolio relationships. · Hone your experience in account management, business development, marketing and sales. · Build your career under the mentorship of industry experts. ...
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Servicessothersanddeepeningexistingasanewaccounts/relationshipsofhighnetworthindividualsthatmaybe referredassignedtransferedordelegatedtothem. · Solicitsnewaccountsandevelops/deepens existingaccountsingoeratetargetedsalesvolumeorassetsundermanagement(AUM)andrevenues/incomefortheb ...
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In this role, you will drive the business by prioritizing high-net-worth clients for innovative financial solutions and cross-selling, ensuring customer satisfaction and retention. · ...
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Commercial Banking Relationship Manager - Caloocan City - Bank of the Philippine Islands (BPI)
Paglalarawan
The Commercial Banking Relationship Manager is responsible in managing the needs of the large and middle market corporate clients. They are assigned to: (1) cultivate trust and partnership and be designated as one of the top bankers of their existing and potential corporate clients; (2) grow the profitability of its portfolio of accounts by providing timely and appropriate financial solutions to these clients; and (3) ensure positive customer experience with the bank, all within the bank's policies and guidelines.
Core Responsibilities:
Qualifications:
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Para lamang sa mga rehistradong miyembro Manila
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Para lamang sa mga rehistradong miyembro Manila
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Buong oras Para lamang sa mga rehistradong miyembro Manila
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Relationship Manager
Para lamang sa mga rehistradong miyembro Manila
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relationship manager
Para lamang sa mga rehistradong miyembro Manila
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Relationship Manager
Para lamang sa mga rehistradong miyembro Manila
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Relationship Manager
Para lamang sa mga rehistradong miyembro Manila
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Relationship Manager
Para lamang sa mga rehistradong miyembro Manila
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Para lamang sa mga rehistradong miyembro Manila