Relationship Manager-Retail Banking

UnionBank; Lapu-lapu; On-site; PHP 500,000 - 700,000; Full time

Job summary

Union Bank of the Philippines is seeking a Relationship Manager-Retail Banking (Batangas) to develop and execute sales strategies at the Batangas branch. The role focuses on maximizing deposits and client engagement while coordinating with service and operations teams.

The candidate should possess a Bachelor's degree in business-related field and a proven track record in CASA generation, portfolio growth, and client acquisition, with strong relationship management and cross-selling capabilities.

Qualifications

• Must have proven sales experience with a strong track record in CASA generation, portfolio growth, and client acquisition.
• Excellent relationship management skills and ability to deepen client engagement.
• Knowledge of banking products, credit assessment, and financial solutions.
• Excellent communication, presentation, and stakeholder management skills.
• Ability to work closely with branch and support teams.

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

Relationship management

Sales

Cross-selling

Client acquisition

Banking products

Education

Bachelor's degree in Business/Marketing/Finance

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.