Retail Banking Growth & Relationship Manager

Union Bank of the Philippines; Lucena; On-site; PHP 350,000 - 600,000; Full time

Job summary

Union Bank of the Philippines, based in Lucena, Quezon, is seeking a Relationship Manager-Retail Banking to grow the deposit portfolio and customer base. You will proactively identify new clients and strengthen existing relationships while promoting a wide range of banking products, all while delivering excellent service and complying with regulations.

The role emphasizes collaboration with branch operations, market research, and cross-selling opportunities to meet sales targets.

Qualifications

• Bachelor's degree 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.
• Results-driven with the ability to meet sales targets.
• Familiarity with BSP regulations, AML/KYC, and banking compliance requirements.

Responsibilities

• 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.

Skills

Retail banking

Sales

Relationship management

Communication

Negotiation

Cross-selling

Education

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

Job description

Union Bank of the Philippines, based in Lucena, Quezon, is seeking a Relationship Manager-Retail Banking to grow the deposit portfolio and customer base. You will proactively identify new clients and strengthen existing relationships while promoting a wide range of banking products, all while delivering excellent service and complying with regulations.

The role emphasizes collaboration with branch operations, market research, and cross-selling opportunities to meet sales targets.