- 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).
- 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-maintained furniture and equipment
- 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
- 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.
- Portfolio: PhP50 million to below PhP500 million
- 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
- CORE competencies; achievement orientation, self- confidence and persistence, impact and influence, analytical-critical thinking and information processing
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Bij ING willen we het beste uit mensen halen. Daarom hebben we een inclusieve cultuur waarin iedereen de kans krijgt om te groeien en een verschil te maken voor onze klanten en de samenleving. · ...
Makati1 buwan ang nakalipas
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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 p ...
Manila, National Capital Region18 minuto ang nakalipas
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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 perso ...
Makati3 araw ang nakalipas
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+The Relationship Manager formulates designs plans executes and manages sales and marketing strategies within the context of bank wide or broader institutional objectives to maximize business volume and deposits while maintaining teamwork with service ad operations personnel. · + ...
Pasay1 buwan ang nakalipas
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Job Description: · • Provide detailed and comprehensive support/expertise to a specific area of the business by · taking on responsibility for tasks of an organizational, process or operational nature. · • Interact with ING's clients through chat (live or otherwise), voice or v ...
Manila OTHER1 linggo ang nakalipas
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The Relationship Manager formulates designs plans executes and manages sales and marketing strategies within the context of bank wide objectives to maximize business volume and deposits while maintaining teamwork with service ad operations personnel. · ...
Pasay3 linggo ang nakalipas
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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 p ...
Makati, National Capital Region3 araw ang nakalipas
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The Role will focus on increasing account base and total funds portfolio by conducting market surveys to pinpoint prospective clients determining banking requirements creating customized banking solutions for outflanking competition establishing relationships maintaining client s ...
Makati, National Capital Region1 buwan ang nakalipas
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REQ · 23/02/2026 · Contact Center · Makati City, Filipijnen · ING Hubs · Job Description: · Provide detailed and comprehensive support/epertise to a specific area of the business by · taking on responsibility for tasks of an organizational, process or operational nature. · Int ...
Makati1 linggo ang nakalipas
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Provide detailed and comprehensive support/e xpertise to a specific area of the business by taking on responsibility for tasks of an organizational, process or operational nature. · ...
Makati1 buwan ang nakalipas
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We are looking for a dynamic and results-driven Retail Branch Banking Business Head to lead our branch operations in the retail segment. · ...
Pasig1 buwan ang nakalipas
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The Treasury Manager – Banking and Strategy supports BKNG Treasury dedicated to the Agoda brand, leading the organization and execution of global banking operations across the Americas, EMEA, and APAC. · No two days are the same at Agoda. Data and technology are at the heart of ...
Manila, National Capital Region3 linggo ang nakalipas
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Maintain and update customer account related information in client applications. Open for Night shifts 6PM IST to 4AM IST No rotational or Day Shift. · ...
Quezon City1 buwan ang nakalipas
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· We are hiring for a Retail Collections Head for a Bank located in Makati · This is a Sr Manager Role that requires 8 years of experience in Retail Collections and Risk Management combined · Salary is up to 150K per month based on experience · Onsite in Makati, Day shift - Mond ...
Makati City, Metro Manila, Philippines5 araw ang nakalipas
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The Treasury Manager – Banking and Strategy supports BKNG Treasury dedicated to the Agoda brand. · No two days are the same at Agoda. Data and technology are at the heart of our culture, · fueling our curiosity and innovation. · Lead global banking operations across Americas, EME ...
Manila3 linggo ang nakalipas
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The Relationship Manager formulates designs plans executes and manages sales and marketing strategies within the context of bank wide or broader institutional objectives to maximize business volume and deposits while maintaining teamwork with the service ad operations personnel. ...
Muntinlupa3 linggo ang nakalipas
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Lead the product lifecycle for credit/debit/prepaid card products. · ...
Manila, Metro Manila1 buwan ang nakalipas
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TFC CAPITAL (PHILIPPINES), INC. seeks an Investment Banking Manager to lead their advisory business in corporate finance. · Advice on fund raising for Philippine corporates via debt equity partnership. · ...
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We are seeking an experienced Retail Banking Business Head to lead and drive the performance of our branch business managers focused on CASA (Current and Savings Accounts) growth. This strategic role involves designing frameworks and strategies to empower your team to achieve tar ...
Pasig1 araw ang nakalipas
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The Commercial Banking Relationship Manager is responsible in managing the needs of the large and middle market corporate clients. They are assigned to: (1) cultivate trust and partnership and be designated as one of the top bankers of their existing and potential corporate clien ...
Manila1 araw ang nakalipas
Relationship Manager-Retail Banking - Manila - UnionBank of the Philippines
Paglalarawan
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.
Duties and Responsibilities:
Business Generalization
Operations and Service Quality
Educational qualifications preferred
Degree: Bachelors degree
Required Knowledge:
Job Reference: JOB_566
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Retail Banking Operation
Para lamang sa mga rehistradong miyembro Makati
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Relationship Manager-Retail Banking
Para lamang sa mga rehistradong miyembro Manila, National Capital Region
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Relationship Manager-Retail Banking
Para lamang sa mga rehistradong miyembro Makati
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Relationship Manager-Retail Banking
Para lamang sa mga rehistradong miyembro Pasay
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Retail Banking Ops
OTHER Para lamang sa mga rehistradong miyembro Manila
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Relationship Manager-Retail Banking
Para lamang sa mga rehistradong miyembro Pasay
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Relationship Manager-Retail Banking
Para lamang sa mga rehistradong miyembro Makati, National Capital Region
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Relationship Manager-Retail Banking
Para lamang sa mga rehistradong miyembro Makati, National Capital Region
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Retail Banking Ops
Para lamang sa mga rehistradong miyembro Makati
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Retail Banking Ops
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Head of Retail Banking
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Treasury Manager, Banking
Para lamang sa mga rehistradong miyembro Manila, National Capital Region
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SPE-Retail & Comm Banking
Para lamang sa mga rehistradong miyembro Quezon City
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Bank Retail Collections Head
Para lamang sa mga rehistradong miyembro Makati City, Metro Manila, Philippines
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Treasury Manager, Banking
Para lamang sa mga rehistradong miyembro Manila
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Relationship Manager-Retail Banking
Para lamang sa mga rehistradong miyembro Muntinlupa
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Bank Product Manager
Para lamang sa mga rehistradong miyembro Manila, Metro Manila
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Manager Investment Banking
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Retail Banking Business Head
Para lamang sa mga rehistradong miyembro Pasig
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Commercial Banking Relationship Manager
Bank of the Philippine Islands (BPI)- Manila