Relationship Manager-Retail Banking Caloocan

UnionBank; Caloocan; On-site; PHP 480,000 - 600,000; Full time

Job summary

Union Bank of the Philippines is seeking a Relationship Manager-Retail Banking to be based at the Kalookan branch (Caloocan 9th Avenue). The role designs, plans, executes, and manages sales strategies to maximize business volume and deposits while coordinating with service and operations teams.

The candidate will generate new business, grow the client portfolio, strengthen relationships via regular calls and presentations, and cross-sell banking solutions.

Qualifications

• Requires Bachelor's degree in business, Marketing, Finance, or a related field.
• Proven sales experience with CASA generation and client acquisition.
• Strong relationship management and cross-selling abilities.
• Knowledge of banking products and credit assessment is a plus.

Responsibilities

• Generate new business by acquiring CASA deposits and growing the client portfolio.
• Build and strengthen client relationships through regular calls and account management.
• Identify client needs and cross-sell banking products and services.
• Evaluate loan and credit opportunities with proper documentation.
• Collaborate with branch operations to ensure excellent customer service and growth.

Skills

Sales experience

Relationship management

Cross-selling

Education

Bachelor's degree in business, Marketing, Finance, or a related field

Job description

Job Description:

Company: Union Bank of the Philippines

Position: Relationship Manager-Retail Banking

Office Location: Kalookan 9th Avenue Caloocan (Branch)

Employment Type: Probationary

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.