Associate Relationship Manager-Commercial Banking
UnionBank
Date: 2 weeks ago
City: Pasig City
Contract type: Full time
Company: Union Bank of the Philippines
Position: Associate Relationship Manager - Commercial Banking
Office Location: UnionBank Plaza, Ortigas, Pasig City
Job Summary: The Associate RM assists RMs in managing and monitoring the loan portfolio. The role involves handling the monitoring of credit dealings and day-to-day account transactions, as well as performing account administration, including maintenance and updating of client records.
Duties And Responsibilities
Position: Associate Relationship Manager - Commercial Banking
Office Location: UnionBank Plaza, Ortigas, Pasig City
Job Summary: The Associate RM assists RMs in managing and monitoring the loan portfolio. The role involves handling the monitoring of credit dealings and day-to-day account transactions, as well as performing account administration, including maintenance and updating of client records.
Duties And Responsibilities
- Provide support to the Relationship Manager in the preparation of credit applications through timely request and data gathering of needed documents and information
- ARM is responsible for preparing and reviewing loan documentation to ensure completeness and compliance.
- With the cross sell activities being done by the RM, the ARM also provides needed support in the documentation of account opening, CMS products and Treasury enrollment.
- Prepare monthly reports and other required management reports
- Bachelor’s degree in Business Administration, Finance, Accounting, Economics, or any related field
- Candidates with relevant experience in banking, credit, or financial services are preferred.
- Familiarity with banking systems is an advantage.
- For fresh graduates, those with Latin honors or who are Dean’s Listers are preferred.
- Background or internship experience in Commercial Banking is a plus
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