JOB DETAILS:
Position: Relationship Manager – Trade Finance
Reports to: Manager, Assets & Liabilities
Department: Assets & Liabilities

Job Summary: Responsible for marketing the Bank’s products and managing customer relationships through proactive and consultative approaches to acquire profitable new business, retain existing business relationships and maintain high-quality portfolios geared towards the realization of the Bank’s mission and vision.

Key Responsibilities:
• Acquisition of profitable new business relationships to achieve defined sales targets with a major focus on growing revenue from trade finance products to grow the market share in line with the Bank’s strategic direction.

• Acquire new bank trade finance customers to grow the trade finance customer Portfolio.
• Grow deposits as per set targets.
• Identify business opportunities within the existing portfolio and establish mechanisms for growing customer relationships with the Bank.
• Manage and mine assigned trade finance portfolio and monitor the portfolio quality.

• Review, analyze, screen, verify and confirm all the documentation submitted by the client before submission for recommendation and approval as per the credit/business process flow.

• Market all Bank products to the market in line with the Bank’s defined segments, set targets and strategic objectives.
• Make daily, weekly, monthly and quarterly customer visits and call reports in a bid to monitor and grow the customer base.

• Responsible for maintaining a clean loan portfolio with no facilities being recalled.
• Prepare weekly activity reports and submit them to the Chief Business Officer (CBO).

• Grow and support the branches with the trade finance business.
• Review and maintain a comprehensive database of existing relationships/prospects and establish ways of retaining and growing the portfolios in compliance with the Bank’s policies and procedures.

• Recommend changes required to meet the set targets and customer expectations in line with the Bank’s policy and procedure.
• Carry out account plans and annual reviews for all customers within your respective trade finance portfolio.
• Cross-selling all Bank products e.g. FX, new products etc.
• Attend all weekly business meetings and always keep time.

Education.
• A Bachelor’s degree.

Experience.
• 3 years’ experience preferably in the financial services industry.

Skills and competencies.
• Leadership and Team building
• Interpersonal skills
• Negotiation skills
• Creativity and passion for business development
• Relationship Management Skills
• Marketing Skills
• Communication Skills

Interested candidates should send their application letters and curriculum vitae to the Head of Human Resources at recruitment@cbu.co.ug