SPECIFIC DUTIES AND RESPONSIBILITIES:
Management:
Operations:
1. Maximize the current sales channels and look for ways to expand the Banks ability to reach customers to meet and exceed monthly targets. :
2. Monitor loan applications being processed by the Loan Evaluators and Marketing Associates specifically:
3. Ensure all proper and legal documents are in order.
4. Guide the Loan Evaluators in the preparation of CAM while guiding the Marketing Associate in completing all the documents to support the CAM.
5. Review, approve or reject CAMs submitted by the Loan Evaluators prior to signing and prior submission to the Area Head for review and signature. Return CAMs with discrepancies, incorrect or insufficient information for revisions.
6. Review, approve or reject any documents/ forms prior to signing and submitting to the designated department/ division.
7. Frequently conduct meetings with agents to communicate any new programs or business changes; check on who are still active and who are not; to further enhance the relationship between the agents and the Bank. Report inactive agents to the Agent Relations Officer.
8. Monitor daily activities of the Loan Evaluators and Marketing Associate to ensure that productivity measures are in place.
9. Oversee covered loan centers and check on the following:
10. Monitor attendance or official business trips of the team; review, approve or reject attendance files in the HRIS.
11. Ensure that approved processes, policies and procedures, guidelines and other program mechanics or strategies are being followed by the team
Custodianship:
Monitoring and Reporting:
- with extensive experience in Sales and Marketing from a reputable banking/ financial services industry
At TRBank (TRB), we proudly trace our roots to Tanay Rural Bank which was set up in 1956 with an initial capital of P25,000 and only five people. Over the years. the bank steadily grew and expanded its reach in Rizal and surrounding areas. By 2013 we employed 200 people in five branches-- Tanay, Angono, Antipolo, Taytay, and Cainta. We also set up six loan centers: Ortigas Center, Masinag, Bacoor, and three in Quezon City.
The entry of our strategic partner Stem Financial Ltd. (Stemfin) in 2015, revitalized the bank in its mission of financial inclusion and allowed us to extend our services to other areas in the country. We have opened branches in Ortigas Center, San Fernando in Pampanga, and Lipa City in Batangas. New loan centers were also opened in Makati, Sta. Rosa in Laguna, Malolos in Bulacan, Angeles in Pampanga, and Batangas City.
With plans for continuous growth under Stemfin's support, the bank has been reborn as TRBank, Inc. (A Rural Bank) in 2019 to better embody its commitment to serve the financing needs of entrepreneurs, particularly in the largely under-served micro, small, and medium enterprises sector (MSME) even beyond Rizal and Metro Manila.
Stemfin and TRBank expect the MSME sector to increase its already significant role in the economy, with great expectations for growth in the years to come.
We are always looking for bright minds and enthusiastic people from diverse backgrounds, who want to be part of an outstanding team.
Come and be a TRBanker!