Associate Relationship Manager-Commercial Banking

Company: Union Bank of the Philippines

Position: Associate Relationship Manager - Commercial Banking

Office Location: UnionBank Plaza, Ortigas, Pasig City

Job Summary: The Associate RM assists RMs in managing and monitoring the loan portfolio. The role involves handling the monitoring of credit dealings and day-to-day account transactions, as well as performing account administration, including maintenance and updating of client records.

Duties And Responsibilities

• Provide support to the Relationship Manager in the preparation of credit applications through timely request and data gathering of needed documents and information
• ARM is responsible for preparing and reviewing loan documentation to ensure completeness and compliance.
• With the cross sell activities being done by the RM, the ARM also provides needed support in the documentation of account opening, CMS products and Treasury enrollment.
• Prepare monthly reports and other required management reports

Qualifications

• Bachelor’s degree in Business Administration, Finance, Accounting, Economics, or any related field
• Candidates with relevant experience in banking, credit, or financial services are preferred.
• Familiarity with banking systems is an advantage.
• For fresh graduates, those with Latin honors or who are Dean’s Listers are preferred.
• Background or internship experience in Commercial Banking is a plus