SERVICE ASSISTANT (BULACAN)

Bank of the Philippine Islands (BPI)

Negotiable
En el sitio - MakatiGraduado/Estudiante frescoBaceleroTiempo completo
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Descripción del trabajo

Descripción

The Commercial Banking Service Associate is responsible for assisting the Relationship Manager in the implementation of loan transactions and customer servicing functions.

Responsibilities

  • Requests checkings with other departments (e.g. appraisal, title verification, trade checking, business checking, etc.) and collates the results for evaluation of the RM/AO
  • Prepares the documents needed to implement credit facilities, special requests of clients such as Statement of Account, amortization schedules, interest payments, etc.
  • Monitors submission of document and insurance deficiencies by client to ensure completeness of requirements; also maintains orderly files of documents for each account to facilitate monitoring, loan repricing and maturity dates of clients managed by RM/AO through reports from mainframe systems
  • Services loan and trade transactions of clients and coordinates with booking unit and/or client to ensure implementation of a loan or trade transactions
  • Reviews and sends billing statements to clients and ensures that interest and principal amortizations due are collected and paid on time to avoid booking of accounts to past due and the client’s incurring past due charges
  • Performs other administrative work that may be assigned from time to time

Qualifications

  • Graduate of any 4-year Bachelor’s/College Degree, preferably related to Business, Banking or Finance
  • Preferably with knowledge and experience in banking processes in loans and customer service
  • Adept in the needed MS Office systems, good interpersonal relationship, oral and written communication skills, service oriented
  • Willing to be assigned in Guiguinto, Bulacan

Requisito

Please refer to job description.

Habilidades de comunicaciónResolución de problemasEmpathyEscucha activaGestión del tiempoGestión de relaciones con el clienteResolución de conflictosMultitareaAdaptabilidadConocimiento del producto
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Boss

HR ManagerBank of the Philippine Islands (BPI)

Ubicación laboral

Ayala North Exchange Tower 1, 6796 Ayala Avenue cor. Salcedo St., Legazpi Village, Makati City , Metro Manila, PH

Publicado el 18 April 2025

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