Position: Relationship Manager – Medium Enterprises
Reports to: Manager SME
Department: Business Department
Job Summary: To market the Bank’s products and manage customer relationships through proactive and consultative approaches to acquire profitable new business, retain existing business relationships and maintain high-quality portfolios geared towards the realisation 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 mind the assigned trade finance portfolio and monitor the portfolio quality.
- Review, analyse, 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 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 Head of Business
- 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
- Attend all weekly business meetings and always keep time.
- Any other duties that may from time to time be assigned by the supervisor in line with the role.
Education.
- Bachelor’s Degree in a business-related course.
- Professional Qualifications in banking, e.g. MBA, are an added advantage
Experience.
- Preferably 2 – 7 years of experience in the banking industry.
Skills and competencies.
- Leadership and Team Building
- Interpersonal skills
- Negotiation skills
- Creativity and passion for business development
- Proactive and decisive
- Relationship Management skills
- Marketing skills
- Communications skills
Interested candidates should send their application letters together with their curriculum vitae to the Head of Human Resources at recruitment@cbu.co.ug no later than 5 pm, Monday, 9th March 2026.
