Company: Union Bank of the Philippines
Position: Relationship Manager-Retail Banking
Office Location: Cebu City, Cebu and Mandaue, Cebu
Job Summary
The Relationship Manager formulates, designs, plans, executes, and manages sales and marketing strategies (within the contest of bank wide or broader institutional objectives) to maximize business volume and deposits while maintaining teamwork with the service ad operations personnel.
What You'll Do
- Drive business growth by acquiring new clients and increasing deposit accounts and total portfolio.
- Identify opportunities through market research, client calls, and presentations, and offer tailored banking solutions.
- Build and maintain strong relationships with clients, ensuring satisfaction and maximizing cross-selling opportunities (CASA, loans, bancassurance).
- Evaluate and endorse credit applications (e.g., loans, credit cards) with proper documentation and sound assessment.
- Work closely with branch teams to ensure excellent customer service, support daily operations, and achieve business targets.
Qualifications
- Bachelor's degree in business, Marketing or any relevant course.
- Proven ability to generate new CASA Deposit, grow account portfolios, and conduct effective client calls and presentations.
- Skilled in maintaining and enhancing client relationships through regular engagement, cross ‑ selling of bank products such as Bancassurance, and delivering high-quality service.
- Ability to assess client banking needs and evaluate creditworthiness for various loan and credit products.
- Able to clearly articulate banking products, conduct persuasive sales presentations, and coordinate effectively with internal teams.
- Capable of working closely with branch operations, guiding staff on product knowledge and cross ‑ selling, and aligning with branch managers on service quality initiatives.
Required Skills: Accountability, Adaptability, Analytical, Good Communication Skills, Critical thinking, Teamwork, Willingness to learn, Relationship Management, Account Management, Sales
