Direct Sales Representatives

Position: Direct Sales Representatives
Job Purpose: To achieve business objectives and sales targets by proactively selling Bank products, including driving growth in customer deposits, assets, and the carded customer base. This role focuses on acquiring new-to-bank customers, increasing transactional activity, and promoting digital product adoption to ensure sustained business growth.
Reports to: Branch Manager
Key Responsibilities
Sales & Business Development

• Consistently meet or exceed monthly and quarterly sales quotas for customer deposits, personal loans (assets), and new account openings.
• Identify and qualify prospective retail customers through systematic prospecting, cold calling, door-to-door visits, and field activations.
• Proactively onboard new potential retail customers to expand the bank’s market reach.
• Drive the expansion of the bank’s personal asset and liability portfolio by promoting diverse financial products.
  

Product Promotion & Digital Adoption

• Actively promote and onboard customers onto alternate channels such as mobile banking, agency banking, and other E-channels to drive transactional growth.
• Identify opportunities to cross-sell or upsell bank products, including cards and insurance, based on a thorough analysis of customer financial needs.
• Engage in specific product campaigns and marketing activations to increase brand awareness and product uptake.
  

Relationship Management & Service

• Maintain stable relationships with existing clients to minimize attrition through regular courtesy calls and high-visibility support.
• Conduct financial needs assessments for clients to provide suitable advice and appropriate product options.
• Act as a primary contact for customer inquiries and complaints, ensuring prompt resolution or escalation according to bank policy.
  

Compliance & Reporting

• Ensure all customer onboarding documentation is accurate and complies with Know Your Customer (KYC) and Anti-Money Laundering (AML) standards.
• Gather and share field information regarding competitor activity and customer trends to support future product development.
• Prepare and submit daily, weekly, and monthly performance reports, including activity pipelines and sales achievements.
  

Experience.

• A Bachelor’s degree.
• Previous experience in direct sales or a customer-facing role is preferred.
  

Skills And Competencies.

• Continuous update of How-to Manuals with all new applications to ensure proper systems continuity
• Excellent communication, negotiation, and interpersonal skills.
• Self-motivated and target-driven.
• Good negotiation and selling skills.
• Excellent presentation skills.
• Good understanding of bank processes and procedures.
• Strong networking and relationship management skills.
• Ability to identify business opportunities from market intelligence and make value-adding recommendations.
• A team player with ability to lead and work under minimum supervision.
• Business acumen.
• Mature disposition in the handling of external stakeholder
  

Interested candidates should send their application letters together with their curriculum vitae to the Head, of Human Resources at recruitment@cbu.co.ug not later than 5pm, Wednesday March 18th, 2026.
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