Retail Banking Relationship Growth Manager

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

Job summary

Union Bank of the Philippines seeks a Relationship Manager-Retail Banking to design and execute sales strategies, grow deposits, and manage client relationships at the Pasong Tamo, Makati branch. You will coordinate with service and operations to maximize customer value and branch performance.

The role requires the ability to drive business generation, conduct client calls, present products, and work closely with internal teams to deliver high-quality service.

Qualifications

• Bachelor's degree in Business, Marketing or any relevant course.
• Proven ability to generate new CASA Deposit, grow account portfolios, and conduct effective client calls and presentations.
• Skilled in maintaining and enhancing client relationships through regular engagement, cross‑selling of bank products, and delivering high-quality service.
• Ability to assess client banking needs and evaluate creditworthiness for various loan and credit products.
• Able to clearly articulate banking products, conduct persuasive sales presentations, and coordinate effectively with internal teams.
• Capable of working closely with branch operations, guiding staff on product knowledge and cross‑selling, and aligning with branch managers on service quality initiatives.

Responsibilities

• Increase deposit base and total funds portfolio.
• Conduct market surveys to identify prospective clients and tailor products.
• Make business calls and presentations; submit a Call Report.
• Perform periodic client calls to assess satisfaction and cross-sell.
• Provide guidelines to branch staff on relationship scope.
• Formulate strategies to achieve volume/budget.
• Screen credit worthiness and endorse loan/credit apps.
• Leverage support units to grow client base and cross-sell.
• Coordinate with Branch Manager to align service quality and training.
• Co-conduct branch staff meetings on new products and cross-selling.

Skills

Client calls

Presentations

Cross-selling

Relationship management

Sales generation

Education

Bachelor's degree in Business/Marketing

Job description

Union Bank of the Philippines seeks a Relationship Manager-Retail Banking to design and execute sales strategies, grow deposits, and manage client relationships at the Pasong Tamo, Makati branch. You will coordinate with service and operations to maximize customer value and branch performance.

The role requires the ability to drive business generation, conduct client calls, present products, and work closely with internal teams to deliver high-quality service.