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Client Relationship Manager Specialist

1 week ago

Makati City, National Capital Region, Philippines Security Bank Corporation Full time
Job Description:
  • Facilitate client transactions, credit facilities documentation, requirements, and outstanding balances through coordination with internal partners (Credit, Loans, Trade, Treasury, Investment Desks, ERED, Branches), and other banks.
  • Execute and monitor client transactions, ensuring efficient service delivery and management of loan facilities and transactions.
  • Communicate with clients and internal units on a daily basis via phone, email, or meeting to maximize utilization of credit facilities.

**Key Responsibilities:**

  • Request documents relating to credit evaluation or renewal of credit lines through coordination with internal units to service clients' inquiries and concerns.
  • Collaborate with Relationship Managers by discussing how they can maximize credit facility utilization and cross-sell to deepen wallet share of existing client portfolio and develop new to-bank client relationships.

Required Skills and Qualifications:

  • Candidates should have at least 3 years of experience in overall account management of transactions such as loan availing, interest payments, and loan documentation.
  • Good knowledge of bank products, Cash, Trade, FX, and Loan transactions, and internal processes for facilitating transactions; a certain degree of familiarity with regulatory and legal documentation; knowledge of internal credit policies impacting client transactions; basic Finance and Credit background or knowledge.