Relationship Manager

7 days ago

Philippines Quezon City UnionBank of the Philippines Full time

Business Generalization

· Plans, organizes, leads and undertakes business generation programs, specifically to increase account base (number of depositors) and total funds portfolio.

· Conducts continuing market survey to pinpoint prospective clients, determines their banking requirements and what the competition is providing them; determines products and services appropriate to client's specific requirements and packages these accordingly to outflank competition.

· Regularly conducts business calls and presentations to prospective clients; accomplishes and submits a Call Report of all marketing activities/sales calls to the Region Business Head.

· Conducts periodic calls to existing clients to determine their perception of the bank's products and service quality as well as explore opportunities for cross-selling, leveraging, and relationship improvement.

· Provides specific guidelines (i.e., standing instructions) to branch service personnel on the scope of relationships to be established/maintained for every client.

· Formulates and executes strategies to ensure attainment of business volume/budget.

· Screens and evaluates credit worthiness of clients who request for credit accommodations (e.g., credit cards, auto loans, mortgage, business line, and/or bills purchase line); endorses credit applications with complete justification and documentation requirements to the Regional Office for further endorsement/processing.

· Harnesses the resources of all support or of other business units for more efficient client base conversion and deposit generation, as well as to provide clients with meaningful and competitive products and services (i.e., includes sales leads conversion activities, auto loans/credit cards/business line/bank assurance etc. referrals/production).

Operations and Service Quality

· Ensures that customer requests, suggestions, and complaints are immediately and satisfactorily addressed/resolved by concerned personnel and/or units.

· Co-signs instruments and transaction documents which require counter-signatures within policies and defined signing authorities.

· Coordinates with the Branch Manager in ensuring that all branch service and operations personnel are oriented with bank products and services, and are trained on basic selling skills; encourages them to take advantage of every opportunity to cross –sell and regularly coaches them on how to cross-sell.

· Coordinates with the Branch Manager in ensuring that the branch projects the image of a progressive, efficient, and stable bank that is worthy of patronage through:

· Well-appointed display of Head Office-provided promotional materials on bank products and services; and

· Well-trained, smartly dressed, courteous, and customer service-oriented personnel

· Co-conducts with the Branch Manager regular branch staff meetings for disseminating information on new products/services, coordination issues between the RM and the service & operations personnel, handling of specific accounts, etc.

Qualification:

  • Competence in UBP selling competencies; prospecting and contracting; pre-call planning; customer-focused selling, and relationship management
  • Competent knowledge of UBP products and services
  • Stays abreast of banking and financial services industry practices

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