行业:Accounting / Finance
职位:Banking / Finance
部门:
人数:若干
性质:Full Time
性别:Male
婚姻:No marital status restrictions
学历: College Diploma
经验:不限
年龄:18岁以上
待遇:面议
The position is primarily responsible for analyzing data-driven trends in the business to identify ways of refining bank’s approach to clients and key stakeholders. The position is also responsible for assisting the Relationship Management Officer in establishing connection and business partnership with bank stakeholders.
A. Data Gathering and Analysis
Conducts research on the latest bank trends that may affect the present and future needs for the company’s product/servicesEnsures that data-gathering is conducted based on agreed protocols like required probing, skipping, use of show cards, observance of non-verbal cues, etc.Analyses data-driven trends in the business to identify ways of refining bank’s approach to clients and key stakeholdersB. Relationship Management
Identifies the needs of clients and prospects to make recommendation on appropriate products or servicesCollaborates with bank’s product and support partners to come up with financial services and products that clients requireBuilds and maintains long-term relationships with clients and bank’s key stakeholdersC. Others
Makes recommendations on matters pertinent to loans and other related activities.Provides coaching to junior members of the team.Participates actively during staff meetings, training programs and other professional development work.Performs other related duties as assignedRequirements:
Education: Graduate of B.S. Accounting or any business-related courseAt least one (1) year work related experienceKnowledgeable in Relationship ManagementWilling to work in Makati