ACCOUNT ASSOCIATE

Job Description

Be #InGoodHands with Metrobank

Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development.

With Metrobank, a meaningful life is within your reach!

Position Title: Account Associate

Job Summary:

Responsible for assisting in meeting the unit’s targets thru servicing daily requirements of clients, maintaining updated data/information on accounts, and ensuring completion of all loan-related documentary requirements to assist them in analyzing clients’ requirements and/or credit worthiness.

Coordinates with concerned units regarding the appropriate management of accounts to ensure adequate delivery of bank services to clients.

Role Exposure:

·      Dispatches outgoing letters, documents and requests.

·      Facilitates the reimbursement claims/expenses of the concerned marketing officers.

·      Reconciles billings from telephone companies. Monitors all outgoing facsimile messages of the unit.

·      Distributes annual reports, interim financials, and statements of conditions to requesting parties.

·      Handles and coordinates appointment schedules and possible materials needed by the marketing officers/staff.

·      Performs other related functions that may be assigned from time to time.

·      Compiles and prepares reportorial requirements such as weekly and monthly collection and monthly updating of the Masterlist of Accounts.

·      Follows-up with clients the submission of documents concerning to the mortgaged assets and loan related articles, such as Financial Statements, Income Tax Return (ITR), Real Property Tax Receipts, CTC’s, among others. and monitors and cause the renewal of insurance covers, when necessary.

·      Assists in coordinating with units of the Bank in booking approved loan restructurings as well as granting new loans.

·      Files, safekeeps and maintains folders of the accounts being handled. Tracks submission of any documents deficiencies.

Other Details

Unit: Special Account Management

Office Location: Makati

Rank: Staff

Additional Information

Career Level

Less than 1 Year Experienced Employee