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ROLE PURPOSE

The Associate/ Senior Associate - Relationship Manager (Commercial Banking) plays a more advanced support role for Relationship Managers in client management, documentation, follow-ups, and operational coordination while also taking partial ownership of client-facing activities. The role contributes to reporting accuracy, process improvements, and provides guidance to junior associates to enhance team performance.

KEY RESPONSIBILITIES

Client Relationship Support

• Provide advanced support to RMs in preparing client documents, proposals, and call reports

• Manage and sometimes attend client meetings, site visits, and follow-up schedules

• Ensure accuracy and compliance in KYC/loan application document verification

• Maintain robust client portfolio management through accurate CRM/reporting tools tracking

Admin & Team Support

• Prepare accurate and timely reports (pipeline tracker, onboarding list, delinquency summary) and submit directly to Team Leads

• Coordinate effectively with multiple departments to ensure smooth loan processing and documentation completion

• Oversee the organization of team meetings, schedules, and data collection to improve efficiency

• Guide and support junior associates, fostering collaboration and knowledge sharing within the team

Education & Special Training

• Bachelor’s degree in business, Finance, or a related field

Experience

• 1–2 years of experience in banking admin, sales support, or customer service preferred 

Knowledge & Skills

• Customer service knowledge and understanding of basic banking operations 

• Basic understanding of KYC/AML compliance requirements 

• Ability to prepare and manage documentation with high accuracy 

• Proficiency in Microsoft Excel, Word, and PowerPoint 

• Familiarity with CRM tools and data entry/reporting systems 

• Willingness to learn financial products and commercial banking procedures 

• Time management and organizational discipline 

• Ability to coordinate with multiple internal departments effectively 

Language

• Fluent in both Myanmar and English (spoken and written)