Retail Banking Relationship Leader

UnionBank of the Philippines; Tuguegarao; On-site; PHP 400,000 - 800,000; Full time

Job summary

UnionBank of the Philippines in Tuguegarao seeks a Relationship Manager-Retail Banking to grow deposits and the customer base in Cagayan Valley. You will acquire new clients, nurture existing relationships, and promote banking products to hit targets while ensuring compliance with bank policies.

Responsibilities include identifying opportunities, presenting to prospects, cross-selling loans, cards, and bancassurance, and coordinating with branch teams to resolve client concerns.

Qualifications

• 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.

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

Communication

Negotiation

Client relationships

Education

Bachelor's degree

Job description

UnionBank of the Philippines in Tuguegarao seeks a Relationship Manager-Retail Banking to grow deposits and the customer base in Cagayan Valley. You will acquire new clients, nurture existing relationships, and promote banking products to hit targets while ensuring compliance with bank policies.

Responsibilities include identifying opportunities, presenting to prospects, cross-selling loans, cards, and bancassurance, and coordinating with branch teams to resolve client concerns.