Relationship Manager

2 days ago

Cagayan de Oro, Northern Mindanao, Philippines Orix Metro Leasing and Finance Corporation Full time $40,000 - $60,000 per year

Job Description:

The Account Officer will be responsible for the growth and development of an existing portfolio, and the solicitation / generation of new business to expand OMLF's client base.

Duties and Responsibilities:

  • Ensures attainment of established marketing volume targets.
  • Explores and initiates the development of new borrowing accounts through direct solicitations, dealer referrals, and the like.
  • Maintains good relation with existing clients; anticipates potential problems, as well as ensure repeat business for those accounts with satisfactory credit records.
  • Secures all pre-approval requirements necessary to evaluate the borrower credit risk profile, conducts client calls and plant visits as part of the data gathering and the business, prepares a call report each time a visit is made to a client or a significant development occurs regarding the account.
  • Fills out client assessment forms as part of the Money Laundering and Terrorist Financing Prevention Program of OMLF, and any other related documents as may be required by any Philippine regulatory body.
  • Ensures the timely preparation and submission of marketing write-ups, ICRRS, and other credit information as input to the credit evaluation and approval processes.
  • Ensures absolute confidentiality of records and data gathered from clients.
  • Coordinates funding requirements and pricing information with OMLF Treasury, if necessary.
  • Ensures that complete documentary requirements are received prior to release of any proceeds to the borrower.
  • Keeps abreast of developments regarding assigned accounts and the industry these accounts belong to.
  • Conducts periodic review of the accounts as well as initiates the classification of accounts, particularly those with deteriorating financial or credit standing over the period under review, as may be applicable.
  • Maintains complete and updated documents in the credit folders
  • Ensures that all information in the Client Information System (CIS) and Account Management System (AMS) are complete and accurate
  • Promotes the products and services of the OMLF Group.
  • Ensures the proper upkeep of his/her assigned work area and equipment
  • Performs all other related duties as may be assigned from time to time

Qualifications

  • Must be a graduate of any Business Course.
  • At least 2 - 3 years' experience in Marketing / Account Management in a Leasing & Finance Company or Financial Institution / Bank
  • Proficient in MS Office applications; with good communication and interpersonal skills.
  • Applicants must be willing to work in Cagayan de Oro, Misamis Oriental

Job Type: Full-time

Ability to commute/relocate:

  • Cagayan de Oro, Misamis Oriental: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

  • Relationship Manager

    2 days ago

    Cagayan de Oro, Northern Mindanao, Philippines EastWest Banking Corporation Full time ₱600,000 - ₱1,000,000 per year

    Relationship Manager - Corporate BankingAbout the JobCorporate Title: JO to SMWork Arrangement: HybridOur Corporate Banking team is looking for experienced professionals to join us in Caloocan | Greenhills | Binondo | Quezon City | South Luzon | General Santos City | Cagayan De Oro in the role of Relationship Manager. The Relationship Manager is responsible...

  • Relationship Manager

    2 days ago

    Cagayan de Oro, Northern Mindanao, Philippines Premier Business Family Consultants Inc. Full time $80,000 - $120,000 per year

    A. Job Qualifications:Bachelor's degree in business administration, Finance, Entrepreneurship, or a related field (MBA or equivalent is a plus).Proven experience in business consulting, business development, client relations, or sales.Preferably has experience working in or closely with family businesses.Entrepreneurial mindset with a strong business...

  • Relationship Manager

    2 days ago

    Cagayan de Oro, Northern Mindanao, Philippines East West Banking Corporation Full time ₱104,000 - ₱130,878 per year

    About the job Relationship Manager - Wealth Management (Cagayan De Oro) About the Job Location : Cagayan De Oro City Corporate Title : M to AVP Work Arrangement : Onsite Our Branches/Stores are looking for experienced professionals to join us in Cagayan De Oro City in the role of Relationship Manager. In this role, you will drive...

  • Relationship Manager

    2 days ago

    Cagayan de Oro, Northern Mindanao, Philippines East West Banking Corporation Full time ₱900,000 - ₱1,200,000 per year

    About the JobLocation : Cagayan De Oro CityCorporate Title : M to AVPWork Arrangement : OnsiteOur Branches/Stores are looking for experienced professionals to join us in Cagayan De Oro City in the role of Relationship Manager.In this role, you will drive the business by prioritizing high-net-worth clients for innovative financial solutions and...

  • Relationship Manager

    2 days ago

    Cagayan de Oro, Northern Mindanao, Philippines EastWest Bank Full time ₱104,000 - ₱130,878 per year

    About the Job Location: Cagayan De Oro City Corporate Title: M to AVP Work Arrangement: Onsite Our Branches/Stores are looking for experienced professionals to join us in Cagayan De Oro City in the role of Relationship Manager. In this role, you will drive the business by prioritizing high-net-worth clients for innovative financial solutions and...

  • relationship manager

    1 week ago

    Cagayan de Oro, Northern Mindanao, Philippines Metrobank Full time

    Press Tab to Move to Skip to Content LinkHere at Metrobank, we don't simply hire employees - we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help secure your...

  • Private Relationship Manager

    2 days ago

    Cagayan de Oro, Northern Mindanao, Philippines Tap Growth ai Full time ₱900,000 - ₱1,200,000 per year

    We're Hiring: Private Relationship Manager We are seeking a dedicated and professional Private Relationship Manager to provide personalized financial services and build lasting relationships with high-net-worth clients. The ideal candidate will have exceptional interpersonal skills, financial expertise, and the ability to understand and meet diverse client...

  • relationship manager-cagayan de oro

    3 days ago

    Cagayan de Oro, Northern Mindanao, Philippines Metrobank Full time

    OverviewHere at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling...

  • relationship manager-cagayan de oro

    2 days ago

    Cagayan de Oro, Northern Mindanao, Philippines Metrobank Full time ₱104,000 - ₱130,878 per year

    Be #InGoodHands with MetrobankHere at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future...

  • relationship manager, cdo team 2

    21 hours ago

    Cagayan de Oro, Northern Mindanao, Philippines Metrobank Full time

    Press Tab to Move to Skip to Content LinkHere at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure...