Makati, Metro Manila, Philippines
1 day ago
Accounts Assistant

About the role

As a Accounts Assistant/ Relationship Assistant, you are responsible to assist the Relationship Manager (RM) in maintaining accounts and coordinating with the operating units of the Bank for the efficient implementation of loan facilities/accounts in the RM's assigned portfolio/or newly marketed account.

How You'll Contribute

Adapts to market conditions that affect the Bank's day-to-day transactions by learning the current situation in the banking system to avoid any unforeseen issues raised by clients. Relays important information to clients (i.e., interest rates) based on existing Bank policies to ensure smooth transaction flow. Professionally handles client complaints to maintain a good business relationship with the Bank. Explains bank products in a manner that will entice prospective and existing clients to choose Security Bank as their main bank. Assists the Relationship Manager to ensure that the requirements & documents are complete so deficiencies are resolved immediately. Oversees completeness of documentary requirements before any loan availments, renewals, and extensions using a comprehensive checklist to protect the Bank's interest.
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