Client Relationship Officer New

Monroe Consulting Group Philippines, an executive recruitment company, is recruiting on behalf of a fast-growing financial institution that provides a comprehensive suite of banking services tailored to commercial clients. The company specializes in offering customized lending solutions and cash management products, empowering businesses to grow and thrive in a dynamic economic environment.

Job Summary

Our respected client is seeking a Client Relationship Officer who will be responsible for managing and expanding relationships with commercial clients. This position is based in BGC, Taguig City, Philippines.

• Provide professional financial services to commercial clients, including customized loans and cash management products.
• Independently expand lending and deposit portfolios for enterprise clients and promote non-credit financial products.
• Source new loan business opportunities and structure loans based on a thorough understanding of customer needs and industry trends.
• Conduct cross-selling activities aligned with the customer's development stage to maximize single-product share.
• Manage credit risk effectively, acting as the first line of defense from initial customer engagement through post-loan management.
• Build a professional network and accumulate industry-specific contacts.
• Promote and enhance the company's brand presence within the local community.
• Deliver value-added services to enterprise clients through the bank's brand and platform.
• Collaborate with internal teams and external partners to expand business networks and achieve growth targets.

• 3-5+ years of relevant banking experience, preferably in servicing commercial clients.
• Strong learning ability with a curious and research-driven mindset toward emerging industries and trends.
• Proven experience in business development with excellent relationship management and sales skills.
• Solid foundation in credit management and financial modeling; capable of sound credit judgment, even in volatile conditions, by combining technical knowledge with practical experience.
• Excellent communication skills and strong team orientation.
• Bachelor's degree or higher.