Retail Banking Relationship Manager

Union Bank of the Philippines; Calamba; On-site; PHP 450,000 - 750,000; Full time

Job summary

Union Bank of the Philippines is seeking a Relationship Manager-Retail Banking to grow the bank's deposit portfolio and customer base through proactive business development and relationship management. You will acquire new clients, strengthen existing relationships, and promote banking products while ensuring compliance and excellent service.

The role collaborates with branch operations and sales teams to meet targets, develop effective sales strategies, and deliver customer-centric banking

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 skills

Negotiation

Customer relationship management

Sales targets

Retail banking knowledge

Education

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

Job description

Union Bank of the Philippines is seeking a Relationship Manager-Retail Banking to grow the bank's deposit portfolio and customer base through proactive business development and relationship management. You will acquire new clients, strengthen existing relationships, and promote banking products while ensuring compliance and excellent service.

The role collaborates with branch operations and sales teams to meet targets, develop effective sales strategies, and deliver customer-centric banking