Relationship Manager-Retail Banking_Cagayan Valley (For Pooling)

UnionBank of the Philippines; Tuguegarao; On-site; PHP 400,000 - 800,000; Full time

Job summary

UnionBank of the Philippines in Tuguegarao seeks a Relationship Manager-Retail Banking to grow deposits and the customer base in Cagayan Valley. You will acquire new clients, nurture existing relationships, and promote banking products to hit targets while ensuring compliance with bank policies.

Responsibilities include identifying opportunities, presenting to prospects, cross-selling loans, cards, and bancassurance, and coordinating with branch teams to resolve client concerns.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Communication

Negotiation

Client relationships

Education

Bachelor's degree

Job description

Relationship Manager-Retail Banking_Cagayan Valley (For Pooling) Tuguegarao, Tuguegarao, Cagayan, Philippines 1 - 10 Years Employee

Job Description

Position Title: Relationship Manager-Retail Banking

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.

Job Snapshot

Updated Date

01-Sep-2026

Job ID

JOB_975

Department

Location