Relationship Manager-Retail Banking_CALABARZON (For Pooling)

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

Job summary

UnionBank in Region 4A-CALABARZON seeks a Relationship Manager for Retail Banking to grow deposits and the customer base. You will acquire new clients, nurture existing relationships, and promote banking products to hit targets within a regulatory framework.

The role requires collaboration with branch teams to ensure top-notch customer service and compliant operations, leveraging market insights to drive strategic sales activities.

Qualifications

• Bachelor's degree in Business, Marketing, Finance, or a related field is required.
• 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

• Grow the bank's deposit portfolio and customer base through proactive business development.
• Acquire new clients and strengthen relationships with existing ones.
• Promote banking products and services to achieve targets.
• Work with branch operations to ensure excellent customer service.
• Identify cross-selling opportunities and drive referrals.
• Conduct market research and competitive analysis to shape sales strategies.
• Coordinate with branch teams to resolve client concerns promptly.
• Prepare and submit sales activity and client call reports.

Skills

Relationship management

Sales

Communication

Negotiation

Market research

Cross-selling

Education

Bachelor's degree in Business/Marketing/Finance

Job description

Position Title: Relationship Manager-Retail Banking

Location: Region 4A-CALABARZON

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.