Relationship Manager
# Relationship Manager **Citystate Savings Bank Inc.** · Pasig · `On-site` 🕒 **Статус:** *Опубликовано: вчера* · *Источник: Indeed* --- ### About the Role DUTIES AND RESPONSIBILITIES: To identify and solicit/market new loan or potential borrowing accounts; To maintain a good working relationship with all respective departments of the Bank through proper coordination and courtesy to ensure an efficient and effective workflow in the processing of loan accounts; To obtain, collate, and review all relevant information submitted/provide by the client, the Bank’s Credit and Collections Group, and other external sources in order to prepare a sound, credible, and accurate credit recommendation memo; To present the credit recommendation memo to the Bank’s appropriate lending authorities such as the Credit Committee and the Board of Directors; To advise would be clients of the of the approval of their credit facility/ies and coordinate the corresponding legal documentation of said approval with Loan Operations Group; To regularly monitor and ensure the proper maintenance of the respective loan portfolios through regular checking of the status of accounts handled and do necessary tasks to maintain the accounts in current status. Said tasks include but not limited to renewals, repricing, collection, loan releases, account profitability analysis, preparation of necessary reposts, and alike; To directly supervise the implementation of the credit package granted. Oversee usage of the credit facility; follows-up inquiries with regard to the client’s account activity; regularizes any deviation/s from line terms and conditions; To work closely with Lending Unit or Group Head in managing, initiating and implementing strategies (i.e. rescheduling/restructuring) to maximize collection and recovery of assets of Non-Performing Loans (NPLs); To review, oversee, and act on the upkeep of credit files, changes in line of credit according to customer and bank requirements; To ensure RAs primary duties and responsibilities towards business generation and account management are carried out appropriately to safeguard the Bank’s interest and minimize operations and credit risk; To participate in management conferences, syndication meetings and activities, business meetings, plant visit, client call, and other client sponsored social gatherings. Relative to the said activities, The Relationship Manager, if applicable, shall prepare the corresponding call report; and To undertake other tasks that may be assigned from time to time relative to lending activities of the Bank. QUALIFICATIONS: Graduate of any business-related course (Business Administration, Finance, Economics, Accounting, Marketing, or equivalent) Preferably with 2-5 years of experience in relationship management, account mangement, commercial/corporate banking or lending Knowledgeable in banking products, credit analysis, and financial statement analysis Excellent communication, negotiation, and client relationship management skills Result oriented with strong business development and sales capabilities TECHNICAL COMPETENCIES AND SKILLS REQUIRED: Loan portfolio management Credit evaluation and financial analysis Knowledge of banking products and services Risk assessment and account monitoring Business development and talent acquisition Strong communication and presentation skills Relationship building and networking skills Negotiation and sales skills Analytical and problem solving skills Ability to work with internal and external stakeholders Education: Bachelor's (Required) Work Location: In person
Наблюдалась 2026-09-22, впервые 2026-09-21, источник — Indeed.