Retail Banking Relationship Manager: Grow Deposits & Cross-Sell

Hammerjack Pty Ltd; Philippines; On-site; PHP 500,000 - 800,000; Full time

Job summary

Union Bank of the Philippines is seeking a Relationship Manager-Retail Banking in Quezon City. The role focuses on designing and executing sales strategies, growing the account base and deposits while coordinating with service and operations personnel.

Responsibilities include client calls, presentations, cross-selling, and ensuring service quality. Requires a business/marketing degree and demonstrated ability to build client relationships.

Qualifications

• Bachelor's degree in Business, Marketing or any relevant course.
• Proven ability to generate new CASA deposits and grow client portfolios.
• Skilled in maintaining/expanding client relationships through regular engagement and service.
• Ability to assess client banking needs and evaluate creditworthiness.
• Capable of articulating banking products and coordinating with internal teams.
• Collaborate with branch ops to cross-sell and improve service quality.

Responsibilities

• Develop and implement business generation programs to grow deposit base.
• Conduct market surveys to identify prospective clients and tailor product offerings.
• Make regular calls/presentations to clients; submit reports of activities.
• Cross-sell and leverage opportunities to increase deposits and funds.
• Coordinate with branch managers to train staff on product knowledge and selling skills.
• Ensure customer requests and complaints are addressed promptly and professionally.

Skills

Relationship management

Cross-selling

Sales presentations

Credit assessment

Communication

Team coordination

Education

Bachelor's degree in Business/Marketing

Job description

Union Bank of the Philippines is seeking a Relationship Manager-Retail Banking in Quezon City. The role focuses on designing and executing sales strategies, growing the account base and deposits while coordinating with service and operations personnel.

Responsibilities include client calls, presentations, cross-selling, and ensuring service quality. Requires a business/marketing degree and demonstrated ability to build client relationships.