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Retail Banking Relationship Development Expert

1 week ago

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

The ideal candidate will have a proven track record in retail banking relationship management and be able to drive business growth through effective client engagement.

Key Responsibilities:
  1. Plans, organizes, leads and undertakes business generation programs to increase account base and total funds portfolio.
  2. 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.
  3. Provides specific guidelines to branch service personnel on the scope of relationships to be established/maintained for every client.
  4. Formulates and executes strategies to ensure attainment of business volume/budget.
  5. Harnesses the resources of all support or of other business units for more efficient client base conversion and deposit generation.
Requirements:
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.