RM Trainee

About BDO

BDO Unibank, Inc. is the Philippines’ leading full‑service bank, offering a wide range of financial and digital banking services. Guided by our brand promise “We Find Ways,” we are committed to delivering easy, reliable, and customer‑focused services. Build your career with a trusted industry leader.

Job Summary

Primarily responsible for the overall relationship of the Bank with existing customer and the development of prospective relationships. Serving as the official representative of the Bank and working closely with various bank units, the Relationship Manager builds and maintains effective long-term relationships with customers to ensure a high level of satisfaction and increase in revenue.

Key Responsibilities

Marketing

• Solicit, develop, and originate new deals and business opportunities from existing and prospective accounts and manage the loan-and-trade-related relationship of his assigned portfolio.

• Analyze the current and prospective portfolio and prepare growth and profitability account strategies.

• Represent the Team/Bank’s interest in various bank events, internal meetings, industry, and professional gatherings in a dignified and professional manner.

Administrative

• Familiar with Bank policies, operational procedures and transaction processes.

• Coordinate with various support units on documentation requirements to ensure the smooth implementation of approved credit proposals and the transactions emanating from it.

• Monitor and ensure clients’ compliance with the documentary requirements.

• Inform the Management of opportunities or threats to client relationships and recommend countermeasures.

• Alert Management of possible deterioration of clients’ credit condition requiring a strategy/action plan and/or Remedial Management Unit transfer.

• Ascertain proper disposition and booking of fees and commissions due to and from clients within the time-frame allowed by Bank policies and procedures.

Servicing

• Guide and mentor Loans Assistants to improve servicing skills and initial credit and marketing efforts.

• Attend to client’s complaints and recommends resolution of concerns/ issues by elevating to the proper person or unit to avoid dissatisfaction of clients.

Monitoring

• Prepare internal reports for Management and other units of the Bank as required.

Qualifications

• Bachelor’s degree relevant to the job preferably in finance, accounting, or economics
• Has relevant experience in a banking industry
• Established experience in sales, marketing and account management
• With good command of English language
• Has good marketing skills

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration  of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.                                                                                                                       Requisition ID: 27165