RELATIONSHIP ASSOCIATE, COMMERCIAL BANKING DIVISION - BULACAN

RELATIONSHIP ASSOCIATE, COMMERCIAL BANKING DIVISION - BULACAN

Position Title: Relationship Associate (Commercial Banking)

Job Summary

• Assists in meeting the unit’s targets thru servicing daily requirements of clients, maintaining updated data/information on accounts, and ensuring completion of all loan-related documentary requirements to assist them in analyzing clients’ requirements and/or credit worthiness.
• Coordinates with concerned units regarding the appropriate management of accounts to ensure adequate delivery of bank services to clients.

Specific Duties & Responsibilities

• Gathers and collates necessary and updated information/data on accounts. Ascertains the authenticity and completeness of documents submitted.
• Maintains updated lists and loan ticklers of accounts.
• Assists in pre-screening of loan applicants thru conducting phone verifications for in-depth interview to ...