Service Relationship Manager (Cebu)

The Role

As a Service Relationship Manager, you are responsible for all the service needs of high net-worth clients and assist the assigned Wealth Managers in customer engagement. You may also serve as a backup contact point where the wealth manager is unavailable.

How you'll contribute

• Supports assigned Wealth Managers in client coverage and service-related activities
• Reviews and monitors client accounts and provides reports to WM of upcoming maturities and shifts in portfolio balances.
• Maintains calendar of key milestones in client's personal life (birthdays, anniversaries, etc.) and informs RMs and/or sends congratulatory messages, cards, gifts, etc.
• Manages and/or coordinates with branches, different units of the Bank, and third-party vendors to ensure timely attention to client deliverables and requests,
• Achieves satisfactory customer service KPIs through in-depth knowledge of products and processes.
• Adheres to prescribed policies and procedures, internal control, and regulatory provisions of government and private agencies.

What we're looking for

• College graduate with Bachelor's Degree in Business Administration, Finance, Accountancy, Commerce, and any other related courses
• Preferably with 1 year of relevant experience in Banking, Credit Card Companies, Investment Houses, Leasing/Financing Institutions
• With knowledge of bank processes, policies, and regulations
• Excellent client relationship skills and with good organizational skills
• Wealth manager progression

About Security Bank

Security Bank is one of the Philippines best capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking.

We're recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.

Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes World's Best Employers 2023 list.

At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): YOU matter.

Start your BetterBanking career with us today.