Relationship Manger – Medium Enterprises

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.
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