Relationship Manager – Trade Finance

June 6, 2024
Application deadline closed.
Deadline date:
Application deadline closed.

Job Description

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 together with their curriculum vitae to the Head of Human Resources at recruitment@cbu.co.ug no later than 5 pm, Monday
17th June, 2024.