Associate Relationship Manager - Manila - UnionBank of the Philippines

    UnionBank of the Philippines
    UnionBank of the Philippines Manila

    1 araw ang nakalipas

    โ‚ฑ420,000 - โ‚ฑ900,000 (PHP) bawat taon * Accounting / Finance
    Paglalarawan

    Job Summary

    Provides vital administrative support to Sales Directors and Relationship Managers through scheduling, travel coordination, supply requests, and messenger routing, while also assisting with client documentation and onboarding. It further supports business growth by handling day-to-day client requests and contributing to cross-selling initiatives for CASA, insurance, and investment products.

    Essential Duties and Responsibilities

    Administrative & Coordination Support

    • Manage administrative tasks for SDs and RMs, including meeting scheduling, minutes-taking, and travel arrangements.
    • Supervise the schedules and routes of Business Class Messengers to ensure timely delivery of documents.
    • File requests for office supplies and process transactions in systems such as SAP Ariba.
    • Assist new Relationship Managers (RMs) with onboarding to bank systems and request RM codes.

    Client Servicing & Documentation

    • Assist in following up on client requirements for account opening and onboarding.
    • Monitor documentation status with CMS QA, ensuring completeness and compliance with internal standards.
    • Upload rush documents in EDMS and coordinate with RMs/CSMs for deficiencies.
    • Handle valued clients' day-to-day requests and coordinate resolutions with internal units.

    Sales & Cross-Selling Support (Added)

    • Conduct regular outbound calls to cross-sell CASA, insurance, investment, and other retail/transactional products to mid-tier and low TRB clients.
    • Support the region in achieving cross-sell penetration and CASA balance growth targets.
    • Align with RMs and SDs to ensure sales activities complement overall client strategies.
    • Record and track sales activities and outcomes for reporting to the Regional Center Head.

    Reporting & Monitoring

    • Monitor weekly and monthly CASA and cross-sell reports.
    • Coordinate with the RBC Marketing Officer and Business Analyst to consolidate sales and operations reports.
    • Assist in preparing materials for regional and cluster meetings.
    • Perform RDS checker functions, including validating reimbursements against call and account metrics.
    * Ang saklaw ng suweldo na ito ay isang pagtatantya na ginawa ng beBee
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