Skip to content
← Back to job listings

Marketing Assistant

CBC Group · FilInvest Corp. City-Northgate Branch, Alabang, City Of Muntinlupa, Metro Manila, National Capital Region ( Ncr ), Philippines

Quick applyfull-time5 days ago

About The Role

About You & the Role Join the Institutional Banking Group – Commercial Banking Division as a Marketing Assistant , where you will work closely with Account Officers and Team Heads to support marketing initiatives and client acquisition efforts. This is an opportunity to be part of a dynamic team dedicated to delivering banking solutions to middle market and commercial clients while contributing to business growth and client success. What You Will Be Doing Assist Account Officers in preparing credit applications, evaluations, and memoranda for senior management approval. Prepare credit requests and generate reports (Credit Investigation, Risk Rating, Appraisal). Gather client data from internal/external sources and direct client interactions. Undertake client calls, plant visits, and prepare marketing call reports. Monitor daily loan maturities, interest repricing, payments, and client needs (loans, letters of credit, trust receipts). Route offering slips and prepare credit instructions for loan implementation, renewal, payment, and collateral release. Assist in documentation and registration/cancellation/amendment of collateral securities. Organize loan documentation by coordinating directly with clients. Attend to client inquiries, complaints, and other banking needs via phone or in person. Spot new business opportunities and refer potential accounts to Account Officers. Focus on soliciting “middle market” and “commercial” accounts. Perform other duties as assigned. What Success Looks Like Complete and updated documentation for all transactions (prebooking, post-booking, renewal, extension). Efficient turnaround time in account review, memo preparation, daily transactions, coordination, and report generation. Proactive identification and resolution of documentary deficiencies. Effective client coordination and satisfaction. Qualifications & Skills We Value College graduate (degree in Business Studies/Administration/Management, Marketing, Commerce, Accountancy or any business-related course). Financial analysis, business analysis, and marketing skills. Proficiency in Microsoft Office (Word, Excel, PowerPoint). Strong documentation and client coordination/negotiation skills. Ability to coordinate with various business units within the bank. What You Can Expect Here In this role, you will work in a collaborative environment alongside Account Officers, Team Heads, Division Heads, and other key members of the Institutional Banking Group. You will have opportunities to interact with clients, branches, insurance brokers, and various departments across the organization, while gaining exposure to a wide range of banking products and services. This position also offers valuable professional growth through hands-on experience in commercial banking operations. Apply Now If you're looking to build a rewarding career in commercial banking, make a meaningful impact, and grow alongside a dynamic team, this is your opportunity to take the next step with us.

This listing was posted by a verified recruiter at CBC Group. Report this listing