Relationship Manager-Retail Banking

UnionBank; Batangas City; On-site; PHP 600,000 - 900,000; Full time

Job summary

Union Bank of the Philippines is seeking a Relationship Manager-Retail Banking for the Batangas area. The role focuses on generating CASA deposits, expanding the client portfolio, and achieving sales targets while maintaining strong teamwork with service and operations staff.

The position requires a proven sales track record, relationship management skills, and knowledge of banking products and credit assessment to provide appropriate financial solutions.

Qualifications

• Generate CASA deposits and grow client portfolio.
• Build and maintain client relationships through regular calls, presentations, and account management.
• Identify client needs and cross-sell banking solutions.
• Evaluate credit opportunities and endorse loan applications with complete documentation.
• Partner with branch operations to ensure excellent customer service.

Responsibilities

• Generate new business by acquiring CASA deposits, growing the client portfolio, and achieving sales targets.
• Build and strengthen client relationships through regular business calls, presentations, and account management.
• Identify client needs and recommend appropriate banking solutions while actively cross-selling products and services.
• Evaluate credit opportunities and endorse qualified loan and credit applications with complete documentation.
• Partner with branch operations and support teams to ensure excellent customer service and overall business growth.

Skills

Sales experience

Relationship management

Cross-selling

Communication skills

Portfolio growth

Education

Bachelor's degree in business, Marketing, Finance, or a related field

Job description

Job Description:

Company: Union Bank of the Philippines

Position: Relationship Manager-Retail Banking (Batangas)

Office Location: South Luzon - Batangas Branch

Job Summary: The Relationship Manager 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.

What You’ll Do

• Generate new business by acquiring CASA deposits, growing the client portfolio, and achieving sales targets.
• Build and strengthen client relationships through regular business calls, presentations, and account management.
• Identify client needs and recommend appropriate banking solutions while actively cross-selling products and services.
• Evaluate credit opportunities and endorse qualified loan and credit applications with complete documentation.
• Partner with branch operations and support teams to ensure excellent customer service and overall business growth.

What We’re Looking For

• Bachelor’s degree in business, Marketing, Finance, or a related field.
• Proven sales experience with a strong track record in CASA generation, portfolio growth, and client acquisition.
• Strong relationship management skills with the ability to deepen client engagement and drive cross-selling opportunities.
• Knowledge of banking products, credit assessment, and financial solutions.
• Excellent communication, presentation, and stakeholder management skills, with the ability to work closely with branch and support teams.

Requirements