Retail Relationship Manager: Grow Deposits & Cross-Sell

UnionBank; Quezon City; On-site; PHP 400,000 - 800,000; Full time

Job summary

Union Bank of the Philippines in Commonwealth, Quezon City seeks a Relationship Manager-Retail Banking to design and execute sales strategies that maximize deposits and business volume. The role emphasizes coordination with service and operations teams to deliver superior client experiences.

The candidate should actively generate new CASA deposits, grow client portfolios, and conduct effective client calls and persuasive presentations, while evaluating creditworthiness for loan products and

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 client relationships through regular engagement and cross-selling.
• Ability to assess client banking needs and evaluate creditworthiness for various loan products.

Responsibilities

• Plans, organizes, leads and undertakes business generation programs to increase account base and deposits.
• Conducts market surveys to identify prospective clients and packages appropriate products/services.
• Conducts regular calls and presentations to prospective clients and submits reports to the Region Business Head.
• Coordinates with branch personnel to ensure cross-selling and service quality.
• Endorses credit applications with justification and documentation for regional processing.
• Co-conducts branch staff meetings to disseminate information on new products and services.

Skills

Relationship management

Client calls

Cross-selling

Sales presentations

Education

Bachelor's degree in Business/Marketing

Job description

Union Bank of the Philippines in Commonwealth, Quezon City seeks a Relationship Manager-Retail Banking to design and execute sales strategies that maximize deposits and business volume. The role emphasizes coordination with service and operations teams to deliver superior client experiences.

The candidate should actively generate new CASA deposits, grow client portfolios, and conduct effective client calls and persuasive presentations, while evaluating creditworthiness for loan products and