Relationship Manager-Retail Banking Makati

UnionBank; Makati; On-site; PHP 600,000 - 900,000; Full time

Job summary

Union Bank of the Philippines in Makati City seeks a Relationship Manager-Retail Banking to design and execute sales and marketing strategies, maximise deposits, and drive team collaboration with service and operations staff.

The role emphasizes acquiring CASA deposits, portfolio growth, and strong client engagement through regular business calls and presentations; cross-selling is a key focus to meet targets.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Relationship management

Sales

Client acquisition

Cross-selling

Communication

Presentation

Stakeholder management

Banking products knowledge

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: Makati City

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.