Relationship Associate (Visayas)

Trades Workforce Solutions

Full-time Finance
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Location
, , philippines, , , philippines, Philippines
Posted
June 04, 2026

Job Description

The position is responsible for supporting relationship management and client servicing activities by handling daily client requests, maintaining accurate account information, and ensuring completion of loan‑related documentary requirements. It assists in credit evaluation, account coordination, and service delivery to support sound decision‑making, portfolio management, and customer satisfaction. The role works closely with internal units to ensure timely, compliant, and effective banking services for clients.

Key Responsibilities

You will:

  • Service daily client requests and maintain up‑to‑date account data and client information.
  • Ensure completeness and accuracy of loan‑related documentary requirements to support credit assessment and processing.
  • Coordinate with internal units to ensure proper account management and timely delivery of banking services.
  • Prepare basic analysis and evaluation of client proposals to suppo...