Relationship Manager-Retail Banking_Bicol For Pooling

UnionBank; Legazpi; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

UnionBank in the Philippines seeks a Relationship Manager-Retail Banking to grow deposits and customer base through proactive business development and relationship management. You will acquire new clients, deepen existing relationships, and promote banking products to hit targets while ensuring compliance with BSP and bank policies.

Collaborate with branch teams to deliver excellent service, conduct market research to shape sales strategies, and prepare client calls and reports.

Qualifications

• Bachelor's degree in Business, Marketing, Finance or related field.
• Experience in retail banking, sales, business development, or relationship management.
• Strong communication, negotiation, and customer relationship skills.
• Knowledge of banking products, deposit generation, and cross-selling strategies.

Responsibilities

• Generate new business opportunities and grow CASA and funds portfolio.
• Identify, engage, and acquire prospective clients through sales calls and presentations.
• Manage relationships with existing clients and identify cross-selling opportunities.
• Conduct market research and competitor analysis to develop sales strategies.
• Evaluate client needs and facilitate referrals for loans, cards, and bancassurance.

Skills

Communication

Negotiation

Customer relations

Sales calls

Market research

Education

Bachelor's degree in Business/Marketing/Finance

Job description

Job Description:

Position Title:

Relationship Manager-Retail Banking

Location:

Region 5-Bicol Region

About The Role

The Relationship Manager-Retail Banking is responsible for growing the bank's deposit portfolio and customer base through proactive business development and relationship management. The role acquires new clients, strengthens existing relationships, and promotes banking products and services to achieve business targets. Working closely with branch operations, the Relationship Manager ensures excellent customer service while maintaining compliance with bank policies and regulatory requirements.

What You'll Do

• Generate new business opportunities and grow deposit accounts (CASA) and funds portfolio.
• Identify, engage, and acquire prospective clients through sales calls and presentations.
• Manage relationships with existing clients and identify cross-selling opportunities.
• Conduct market research and competitor analysis to develop effective sales strategies.
• Evaluate client needs and facilitate referrals for loans, credit cards, bancassurance, and other bank products.
• Coordinate with branch teams to ensure prompt resolution of client concerns.
• Support branch sales initiatives and promote a strong customer service culture.
• Prepare and submit sales activity and client call reports.

What We're Looking For

• Bachelor's degree in Business, Marketing, Finance, or a related field.
• Experience in retail banking, sales, business development, or relationship management.
• Strong communication, negotiation, and customer relationship skills.
• Knowledge of banking products, deposit generation, and cross-selling strategies.
• Results-driven with the ability to meet sales targets.
• Familiarity with BSP regulations, AML/KYC, and banking compliance requirements.