Account Officer / Relationship Manager - #101173


Date: 2 weeks ago
City: Makati City, Metro Manila
Contract type: Full time


  • At least 2 year(s) of working experience in the related field is required for this position.
  • Candidate must possess at least a Bachelor's/College Degree, Doctorate Degree, Post Graduate Diploma / Master's Degree on Business Studies/Administration/Management, Finance, Marketing.
  • Junior Associate (1-4 yrs experience) specializing in Banking/Financial Services or equivalent.
  • Required skill(s): Marketing, Sales, Customer Service.
  • Responsibilities

    Job Description:

    The Account Officer will be responsible for the growth and development of an existing portfolio, and the solicitation / generation of new business to expand OMLF’s client base.

    Duties and Responsibilities:

  • Ensures attainment of established marketing volume targets.

  • Explores and initiates the development of new borrowing accounts through direct solicitations, dealer referrals, and the like.

  • Maintains good relation with existing clients; anticipates potential problems, as well as ensure repeat business for those accounts with satisfactory credit records.

  • Secures all pre-approval requirements necessary to evaluate the borrower credit risk profile, conducts client calls and plant visits as part of the data gathering and the business, prepares a call report each time a visit is made to a client or a significant development occurs regarding the account.

  • Fills out client assessment forms as part of the Money Laundering and Terrorist Financing Prevention Program of OMLF, and any other related documents as may be required by any Philippine regulatory body.

  • Ensures the timely preparation and submission of marketing write-ups, ICRRS, and other credit information as input to the credit evaluation and approval processes.

  • Ensures absolute confidentiality of records and data gathered from clients.

  • Coordinates funding requirements and pricing information with OMLF Treasury, if necessary.

  • Ensures that complete documentary requirements are received prior to release of any proceeds to the borrower.

  • Keeps abreast of developments regarding assigned accounts and the industry these accounts belong to.

  • Conducts periodic review of the accounts as well as initiates the classification of accounts, particularly those with deteriorating financial or credit standing over the period under review, as may be applicable.

  • Maintains complete and updated documents in the credit folders

  • Ensures that all information in the Client Information System (CIS) and Account Management System (AMS) are complete and accurate

  • Promotes the products and services of the OMLF Group.

  • Ensures the proper upkeep of his/her assigned work area and equipment

  • Performs all other related duties as may be assigned from time to time

  • Additional Requirements


  • Must be a graduate of any Business Course.

  • At least 2 - 3 years’ experience in Marketing / Account Management in a Leasing & Finance Company or Financial Institution / Bank

  • Proficient in MS Office applications; with good communication and interpersonal skills.

  • Applicants must be willing to work in Makati City

  • Additional Info

  • Location: Makati City, National Capital Region (NCR).
  • Full Time position(s) are available.
  • Number of vacancies: 2.
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