Relationship Manager-Retail Banking

Union Bank of the Philippines; Manila, Hinoba-an; On-site; PHP 400,000 - 650,000; Full time

Job summary

Union Bank of the Philippines in Manila is seeking a Relationship Manager for Retail Banking in Caloocan to drive client growth and deposits while coordinating with service and operations teams.

You will generate CASA deposits, expand the client portfolio, and meet sales targets through client visits, presentations, and thoughtful cross-selling.

The role requires a business degree and proven sales experience; strong relationship building and knowledge of banking products are essential.

Qualifications

• Bachelor’s degree in business, Marketing, Finance, or a related field.
• Proven sales experience with CASA generation, portfolio growth, and client acquisition.
• Strong relationship management skills with 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, working 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

Sales

Relationship management

CASA generation

Cross-selling

Credit assessment

Banking products

Client communication

Education

Bachelor's degree in business/Marketing/Finance

Job description

Relationship Manager‑Retail Banking (Caloocan) Kalookan, Caloocan, Metro Manila, Philippines ..+ 1 Employee

Job Description

Company: Union Bank of the Philippines

Position: Relationship Manager‑Retail Banking

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.