SME Relationship Officer
1 week ago
Maybank Quezon City, National Capital Region, Philippines
Your Role
The SME Relationship Officer markets the bank products and identifies every business opportunity from each referred client and designs packages that will ensure optimum profitability of the account and promotes further business relationships.
Your Impact
- Generated portfolio must be of good quality and income generating.
- Scouts for potential clients from branch referrals, performs client calls and project visits.
- Identifies every business opportunity from each referred client and designs packages that will ensure optimum profitability of the account and promotes further business relationships.
- Conducts client visits alone or jointly with supervisor or proposing Branch Manager and/or phones clients in accordance with bank standards.
- Requests the property appraisal and/or credit investigation of the potential client and checks the appraisal and/or credit investigation reports prepared by CAS.
- Ensures that overall creditworthiness of account is established before presentation to the approving body.
- Prepares Application for Accommodation report in coordination with RSCC and LAD.
- Packages credit proposals in accordance with the guidelines of the bank, BSP and other regulatory agencies.
Your Profile
- Experience in handling SME Accounts for at least 1 year.
- Proficient in Windows based programs (Word, Excel, PowerPoint).
- Able to travel frequently and for extended periods to provincial areas.
Mid-Senior level
Employment typeFull-time
Job functionSales and Marketing
IndustriesBanking
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