Accounts Assistant

1 week ago

Caloocan, Philippines Centro Escolar University Full time

About the Role As a Relationship Assistant , you will assist the Relationship Manager (RM) in maintaining accounts and coordinating with the Bank's operating units to efficiently implement loan facilities and manage accounts within the RM's portfolio or newly marketed accounts. How you will contribute Adapt to market conditions affecting the Bank's daily transactions by understanding the current banking environment to prevent issues raised by clients. Communicate important information to clients (e.g., interest rates) based on Bank policies to ensure smooth transactions. Handle client complaints professionally to maintain good business relationships. Explain bank products effectively to attract prospective and existing clients to choose Security Bank as their primary bank. Assist the Relationship Manager in ensuring all requirements and documents are complete, resolving deficiencies promptly. Ensure completeness of documentary requirements before loan availments, renewals, and extensions using a comprehensive checklist to protect the Bank's interests. What we’re looking for Bachelor’s Degree in Marketing or a related field. Conversational skills in Fukien/Hokkien are an advantage. At least 6 months of relevant banking experience is preferred. Knowledge of financial analysis and accounting systems. Ability to work under pressure and achieve results with minimal resources. Good communication and presentation skills. Excellent organization and time management skills. Fresh graduates are encouraged to apply. About Security Bank Security Bank is one of the Philippines’ most capitalized private domestic universal banks. Established in 1951, it is publicly listed on the Philippine Stock Exchange (PSE: SECB) since 1995. Our major business areas include retail, corporate, commercial, and MSME banking. We are recognized as an Employer of Choice in Philippine banking, awarded for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance. Recently, we ranked as the #2 best employer in the Philippines and #54 globally on Forbes’ World’s Best Employers 2023 list. At Security Bank, our Human Capital Management approach is embodied by our Employee Value Proposition: “YOU matter .” Start your BetterBanking career with us today. #J-18808-Ljbffr

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