Retail Banking Specialist

5 days ago


Manila, National Capital Region, Philippines UnionBank of the Philippines Full time

We are looking for a Retail Banking Specialist to join our team at UnionBank of the Philippines.

Key Responsibilities
  • Plan and execute business generation programs to increase account base and total funds portfolio.
  • Conduct market surveys to identify prospective clients and determine their banking requirements.
  • Regularly conduct business calls and presentations to prospective clients, and accomplish and submit call reports.
  • Provide specific guidelines to branch service personnel on client relationships and ensure attainment of business volume.
  • Screens and evaluates credit worthiness of clients, and harnesses resources for efficient client conversion and deposit generation.

The successful candidate will work closely with the Branch Manager to ensure that all branch service and operations personnel are oriented with bank products and services, and are trained on basic selling skills.

Qualifications

To be considered for this role, you should have competence in UBP selling competencies, prospecting and contracting, pre-call planning, customer-focused selling, and relationship management. You should also have a competent knowledge of UBP products and services, as well as stay abreast of banking and financial services industry practices.

The ideal candidate should have seniority level mid-senior level, full-time employment type, and job functions including business development and accounting/auditing. Skills required include interpersonal skills, customer relationship management (CRM), communication, analytical skills, project management, and lead generation.



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