Retail Banking Relationship Growth Lead

UnionBank; Quezon City; On-site; PHP 600,000 - 1,200,000; Full time

Job summary

Union Bank of the Philippines is seeking a Relationship Manager for Retail Banking to design and implement sales strategies aimed at expanding the account base, deposits, and overall portfolio. The role focuses on proactive client engagement, cross-selling of bank products, and collaboration with branch operations to deliver superior service.

The RM will conduct regular client calls and presentations, assess credit needs, and coordinate with internal teams to meet targets while ensuring

Qualifications

• Bachelor's degree or higher in Business, Marketing or related field.
• Proven ability to grow CASA deposits and accounts.
• Strong client relationship and communication skills.
• Ability to assess banking needs and present suitable solutions.

Responsibilities

• Develop and execute sales plans to increase deposit base and assets.
• Conduct client calls, meetings, and presentations to generate opportunities.
• Prioritize cross-selling and service quality to deepen client relationships.
• Coordinate with branch ops and product teams to fulfill client needs.
• Monitor market trends to identify prospects and potential competitors.
• Endorse credit applications with proper documentation when needed.
• Provide guidance to staff on product knowledge and cross-selling strategies.

Skills

Client relationships

Cross-selling

Sales presentations

Market research

Education

Bachelor's degree in Business or Marketing

Job description

Union Bank of the Philippines is seeking a Relationship Manager for Retail Banking to design and implement sales strategies aimed at expanding the account base, deposits, and overall portfolio. The role focuses on proactive client engagement, cross-selling of bank products, and collaboration with branch operations to deliver superior service.

The RM will conduct regular client calls and presentations, assess credit needs, and coordinate with internal teams to meet targets while ensuring