Relationship Manager-Relationship Banking

Union Bank of the Philippines; Manila; On-site; PHP 600,000 - 900,000; Full time

Job summary

Union Bank of the Philippines in Bonifacio High Street, Taguig, Metro Manila, is seeking a Relationship Manager-Relationship Banking. You will design and implement sales and marketing strategies to maximize deposits while coordinating with service and operations teams to deliver banking solutions.

The role emphasizes client generation, cross-selling, and credit assessment, requiring collaboration with branch staff and regional leadership to grow the customer base and meet targets.

Qualifications

• Experience in sales and relationship banking is preferred.
• Proven ability to develop and manage client relationships and cross-sell banking products.
• Strong communication and teamwork skills with a focus on service quality.

Responsibilities

• Plans, organizes, leads and undertakes business generation programs to increase deposits.
• Conducts market surveys to identify prospective clients and tailor banking solutions.
• Regularly conducts calls and presentations to prospective clients; submits Call Reports.
• Performs cross-selling and relationship-building activities with existing clients.
• Endorses credit applications with documentation to the Regional Office.
• Coordinates with Branch Manager to ensure staff are trained on products and services.

Skills

Accountability

Adaptability

Analytical

Communication

Critical thinking

Teamwork

Willingness to learn

Job description

Relationship Manager-Relationship Banking Bonifacio High Street, Taguig, Metro Manila, Philippines 0 - 10 Years Employee

Job Description

Company: Union Bank of the Philippines

Position: Relationship Manager-Relationship Banking, Relationship Manager-Retail Banking

Job Summary:The Relationship Manager-Relationship Banking formulates, designs, plans, executes, and manages sales and marketing strategies (within the contest of bank wide or broader institutional objectives) to maximize business volume and deposits while maintaining teamwork with the service ad operations personnel.

Duties and Responsibilities:

Business Generalization

Plans, organizes, leads and undertakes business generation programs, specifically to increase account base (number of depositors) and total funds portfolio.

Conducts continuing market survey to pinpoint prospective clients, determines their banking requirements and what the competition is providing them; determines products and services appropriate to client’s specific requirements and packages these accordingly to outflank competition.

Regularly conducts business calls and presentations to prospective clients; accomplishes and submits a Call Report of all marketing activities/sales calls to the Region Business Head.

Conducts periodic calls to existing clients to determine their perception of the bank’s products and service quality as well as explore opportunities for cross‑selling, leveraging, and relationship improvement.

Provides specific guidelines (i. e., standing instructions) to branch service personnel on the scope of relationships to be established/maintained for every client.

Formulates and executes strategies to ensure attainment of business volume/budget.

Screens and evaluates credit worthiness of clients who request for credit accommodations (e. g., credit cards, auto loans, mortgage, business line, and/or bills purchase line); endorses credit applications with complete justification and documentation requirements to the Regional Office for further endorsement/processing.

Harnesses the resources of all support or of other business units for more efficient client base conversion and deposit generation, as well as to provide clients with meaningful and competitive products and services (i. e., includes sales leads conversion activities, auto loans/credit cards/business line/bank assurance etc. referrals/production).

Operations and Service Quality

Ensures that customer requests, suggestions, and complaints are immediately and satisfactorily addressed/resolved by concerned personnel and/or units.

Co-signs instruments and transaction documents which require counter-signatures within policies and defined signing authorities.

Coordinates with the Branch Manager in ensuring that all branch service and operations personnel are oriented with bank products and services, and are trained on basic selling skills; encourages them to take advantage of every opportunity to cross‑sell and regularly coaches them on how to cross‑sell.

Coordinates with the Branch Manager in ensuring that the branch projects the image of a progressive, efficient, and stable bank that is worthy of patronage through:

Well‑maintained furniture and equipment

Well‑appointed display of Head Office‑provided promotional materials on bank products and services; and

Well‑trained, smartly dressed, courteous, and customer service‑oriented personnel

Co‑conducts with the Branch Manager regular branch staff meetings for disseminating information on new products/services, coordination issues between the RM and the service & operations personnel, handling of specific accounts, etc.

Required Skills: Accountability, Adaptability, Analytical, Good Communication Skills, Critical thinking, Teamwork, Willingness to learn

Job Snapshot

Updated Date

15-Oct-2026

Job ID

JOB_1030

Department

Global City Region