Relationship Manager-Retail Banking_NCR (For Pooling)

Union Bank of the Philippines; Philippines; On-site; PHP 500,000 - 700,000; Full time

Job summary

Union Bank of the Philippines is seeking a Relationship Manager-Retail Banking in the National Capital Region. You will grow the deposit base, acquire new clients, and expand cross-selling of banking products while maintaining compliance and delivering excellent service.

The role requires strong communication and negotiation skills, familiarity with BSP regulations, AML/KYC, and a results-driven mindset to meet sales targets in a retail banking environment.

Qualifications

• Bachelor's degree or equivalent in business, marketing, or finance.
• Proven experience in retail banking or relationship management.
• Strong client-facing and sales proficiency.

Responsibilities

• Generate new business opportunities and grow CASA and funds portfolio.
• Identify, engage, and acquire prospective clients via calls and presentations.
• Manage relationships with existing clients and identify cross-selling opportunities.
• Conduct market research and competitor analysis to inform sales strategies.
• Evaluate client needs and coordinate referrals for loans, cards, bancassurance, and other products.
• Collaborate with branch teams to resolve client concerns promptly.

Skills

Relationship management

Retail banking

Sales

Customer service

Cross-selling

Communication

Negotiation

Education

Bachelor's degree in Business, Marketing, Finance, or related field

Job description

Position Title: Relationship Manager-Retail Banking

Location: National Capital 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.