Retail Banking Relationship Manager: Grow Deposits

UnionBank of the Philippines (UBP)

Quezon

On-site

PHP 300,000 - 540,000

Full time

14 days+
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Job summary

UnionBank of the Philippines (UBP) in Lucena, Quezon, is seeking a Relationship Manager-Retail Banking to grow the deposit portfolio and customer base through proactive business development and relationship management. The role involves acquiring new clients, strengthening existing relationships, and promoting banking products while ensuring excellent service and compliance with bank policies.

The candidate should have a background in retail banking or related fields, strong communication and

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, CASA generation, and cross-selling strategies.
  • Results-driven with 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 skills
Customer relationship management

Education

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

Job description

UnionBank of the Philippines (UBP) in Lucena, Quezon, is seeking a Relationship Manager-Retail Banking to grow the deposit portfolio and customer base through proactive business development and relationship management. The role involves acquiring new clients, strengthening existing relationships, and promoting banking products while ensuring excellent service and compliance with bank policies.

The candidate should have a background in retail banking or related fields, strong communication and

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