Accounts Assistant/ Relationship Assistant (CDO)

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 will 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.

What we’re looking for

• Bachelor’s Degree in the field of Marketing or any related course
• At least 6 months of relevant banking experience is a plus
• Knowledgeable in financial analysis and accounting systems
• Ability to work under pressure and maximize results given minimal resources
• Good communication and presentation skills
• Excellent organization and time management skills
• Fresh Graduates are welcome to apply

About Security Bank

Security Bank is one of the Philippines’ best capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking.

We’re recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.

Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes’ World’s Best Employers 2023 list.

At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): “YOU matter.”

Start your BetterBanking career with us today.