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Banking & Financial Services 🏢 Full Time ⭐️ Terverifikasi

Bank Relationship Officer - Financial Services & Client Management

Autokid Truck Solutions
Canggu, Bali, Indonesia
Salary Estimate
PHP 45.000 – PHP 50.000
Newest
Live Update
2 Agustus 2026
Deadline
2 Agu 2027

job description

Join Autokid Truck Solutions as a Bank Relationship Officer and play a pivotal role in fostering long-term financial partnerships with our valued clients. Based in the vibrant and dynamic region of Bali, Indonesia, this position offers a unique opportunity to combine your expertise in banking and financial services with a deep understanding of client needs in a growing market.

As a Bank Relationship Officer, you will be the bridge between our company and its clients, ensuring seamless financial transactions, personalized advisory, and exceptional service delivery. Your ability to build trust, identify client needs, and provide tailored financial solutions will drive customer satisfaction and business growth.

This role is ideal for a proactive, detail-oriented professional with a passion for finance and a knack for relationship-building. If you thrive in a fast-paced environment and are eager to contribute to a forward-thinking organization, we invite you to apply and take the next step in your career.

Responsibility

  • Develop and maintain strong, long-lasting relationships with existing and prospective clients to ensure high levels of satisfaction and retention.
  • Provide personalized financial advice and solutions tailored to the unique needs of each client, including loan products, investment opportunities, and account management.
  • Conduct regular financial reviews and assessments to identify client needs and recommend appropriate banking products and services.
  • Collaborate with internal teams, including credit, compliance, and product development, to ensure seamless service delivery and adherence to regulatory standards.
  • Monitor client portfolios and market trends to proactively address risks and capitalize on opportunities for client growth.
  • Prepare and present financial reports, proposals, and presentations to clients and senior management to support decision-making.
  • Stay updated on industry trends, financial regulations, and competitive offerings to provide informed and strategic guidance.
  • Resolve client inquiries and concerns promptly and professionally, ensuring a positive experience at every touchpoint.

Qualifications

  • Bachelor’s degree in Finance, Business Administration, Economics, or a related field. A master’s degree or professional certification (e.g., CFA, CPA) is a plus.
  • Minimum of 3 years of experience in banking, financial services, or client relationship management, with a proven track record of success.
  • Strong understanding of financial products, credit analysis, and risk management principles.
  • Excellent communication, negotiation, and interpersonal skills with the ability to build rapport with diverse clients.
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and familiarity with banking software or CRM systems.
  • Highly organized, detail-oriented, and able to manage multiple client accounts and priorities effectively.
  • Demonstrated ability to work independently and as part of a team in a fast-paced, target-driven environment.
  • Fluency in English is required; knowledge of local languages (e.g., Bahasa Indonesia) is an advantage.

Required Skills

Client Relationship Management Financial Advisory Credit Analysis Risk Assessment Portfolio Management Banking Products CRM Software Microsoft Excel Negotiation Communication

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