Relationship Manager-Retail Banking_Cordillera Administrative Region (For Pooling)

UnionBank; Baguio; Vor Ort; PHP 420.000 - 720.000; Vollzeit

Zusammenfassung

UnionBank in Cordillera Administrative Region invites applications for the Relationship Manager-Retail Banking role. You will drive deposit growth, acquire new clients, and nurture relationships while promoting banking products to meet targets.

Collaborate with branch operations to deliver exceptional customer service within regulatory guidelines. The role requires a bachelor's degree and experience in retail banking or related sales and business development.

Qualifikationen

• Bachelor’s degree required 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.
• Ability to meet sales targets and comply with BSP regulations and AML/KYC.

Aufgaben

• Generate new business opportunities and grow CASA and funds portfolio.
• Identify, engage, and acquire prospective clients via sales calls and presentations.
• Manage relationships with existing clients and identify cross-selling opportunities.
• Conduct market research and competitor analysis to shape sales strategies.
• Facilitate referrals for loans, credit cards, bancassurance, and other products.
• Coordinate with branch teams to resolve client concerns promptly.
• Support branch sales initiatives and promote strong customer service culture.
• Prepare and submit sales activity and client call reports.

Kenntnisse

Communication

Negotiation

Customer relationship

Retail banking experience

Ausbildung

Bachelor's degree in Business/Marketing/Finance

Jobbeschreibung

Position Title: Relationship Manager-Retail Banking

Location: Cordillera Administrative 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.