Retail Banking Relationship Manager: Grow Deposits & Clients

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

Job summary

UnionBank in Region 4A-CALABARZON is seeking a Relationship Manager for Retail Banking to grow deposits and expand the customer base, while ensuring compliance with bank policies.

The role focuses on acquiring new clients, managing relationships, cross-selling bank products, and coordinating with branch teams to deliver excellent service and meet business targets.

The candidate will conduct market research, present solutions to clients, and prepare sales reports to track activity and outcomes.

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, 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

Relationship management

Sales

Communication

Negotiation

Customer service

Education

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

Job description

UnionBank in Region 4A-CALABARZON is seeking a Relationship Manager for Retail Banking to grow deposits and expand the customer base, while ensuring compliance with bank policies.

The role focuses on acquiring new clients, managing relationships, cross-selling bank products, and coordinating with branch teams to deliver excellent service and meet business targets.

The candidate will conduct market research, present solutions to clients, and prepare sales reports to track activity and outcomes.