Relationship Manager
2 months ago
Qualifications:
• Graduate of Business Administration, Finance, Economics, or any business-related field
• Proven track record of at least 5 years in sales, business development, or relationship management within the financial services industry
• Knowledgeable in financial products, lending principles, and credit risk assessment
• Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships
• Proficient in analyzing market trends, identifying business opportunities, and developing strategies to achieve sales targets
• Detail-oriented with strong organizational and time management skills
• Proficient in MS applications
• Familiar with banking regulations and compliance standards
• Flexible to travel for client visits and business meetings as required
Responsibilities:
• Explore and initiate the development of new borrowing accounts through direct solicitations, dealer referrals, and similar initiatives.
• Monitor market movements, changes in clients’ needs and strategies, and the development of the latest financial products.
• Conduct regular client and plant visits to establish and maintain good working relationships, obtaining first-hand information on account developments.
• Secure all pre-approval requirements necessary to evaluate borrower credit risk profiles.
• Package credit facilities suitable for clients’ needs and prepare corresponding credit proposals.
• Ensure timely preparation and submission of marketing write-ups and other credit information for credit evaluation and approval processes.
• Prepare call reports for each client visit or significant account development.
• Conduct periodic reviews and initiate the classification of accounts, particularly those with deteriorating financial or credit standing.
• Ensure receipt of complete documentary requirements before releasing any proceeds to borrowers.
• Ensure all loan or lease availments comply with existing bank policies and Bangko Sentral ng Pilipinas (BSP) regulations.
• Complete the Client Assessment Form as part of OMLF's Money Laundering and Terrorist Financing Prevention Program and any other related documents required by government regulatory agencies.
• Ensure the absolute confidentiality of records and data gathered from clients.
• Maintain complete and updated documents in credit folders.
• Ensure all information in the Client Information System (CIS) and Account Management System (AMS) is complete, accurate, and updated.
• Coordinate funding requirements and pricing information with the Treasury Division as necessary.
• Perform other assigned tasks as needed.
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