Senior Relationship Officer - NGO
2025-05-09T05:26:36+00:00
Centenary Bank
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https://www.centenarybank.co.ug/
FULL_TIME
Kampala
Kampala
00256
Uganda
Banking
Management
2025-05-23T17:00:00+00:00
Uganda
8
Role:
Manage a portfolio of corporate customers under the NGO sector through efficient delivery of solutions based on customer needs, while growing the corporate business in the bank
Key Result Areas:
1.Selling
With a focus on NGOs that include Charitable Trusts, Community Development organizations, Community and Social services:
- Generate business from new and existing clients through strategic penetration into identified markets/ sectors across the entire portfolio spectrum while managing the profitability of the client portfolio in line with the credit policy.
- Sell appropriate financial products such as Internet Banking, Leasing, Trade Finance, etc
- Drive business through developing a strong network.
- Identify champions within the client’s ecosystem and foster relationships to ensure the bank obtains leading-edge information about the client’s business objectives, opportunities and threats
- Create and periodically update customer databases for potential and existing customers and recommend financial solutions based on customer value, in line with set targets.
2. Business Acumen and Market Understanding
- Utilise information management systems and processes to pre-empt selling opportunities and threats to clients and the bank
- Continuously provide information to ensure that the bank's products and services meet the client's needs.
3. Strategic focus
- Understand the overall strategy of Centenary Bank and how the strategy of the NGO business supports the bank's business
- Continuously recommend improvements, adaptations to the existing systems, Processes and structures to ensure the current and future viability of corporate banking
- Develop and nurture strategic partnerships with the clients to ensure that the strategic business objectives of the client and the bank are achieved
4. Customer Relationship Management
- Ensure high-quality and timely service by attending to client requests and maintaining direct interface with clients through direct visits/phone/mail, etc.
- Maintain and enhance existing customer relationships and attract prospective customers to ensure business continuity and growth.
- Manage and grow an assigned portfolio of clients, promote corporate products and services, and identify business development opportunities to increase market share.
- Manage the assigned portfolio and ensure that the different processes comply with the bank's standards of quality and profitability.
- Attend to customer complaints, escalate as per procedures, and follow up till resolution.
5. Performance and coaching
- Provide coaching to team members and continually share information, experience and expertise to promote a high-performance culture.
6. Client monitoring
- Monitor the performance of the client’s accounts (financial performance, etc.) regularly or through the daily Monitoring Reports to identify deviations and take corrective actions.
- Identify barriers to business development that emanate from sales and service delivery dissatisfaction, and develop strategies to overcome these problems with the relevant members of the team and the client
7. Risk, control and compliance
- Conduct Know Your Customer (KYC) per defined procedures and compliance requirements.
- Proactively and timely identify potential problem accounts and formulate appropriate risk mitigating strategies
- Ensure compliance with the law and regulations in all dealings with the clients.
- Analyse and report potential fraudulent transactions as per internal policies and regulations.
- Keep proper records in terms of local financial legislation and regulatory requirements.
8. Research and Market Information
- Keep abreast of best practices and updates in the sector (economic context/national & international) to improve service and operational efficiency continuously.
Education and Professional Qualifications:
- University Degree in related field.
Required Experience and Competences:
- 5 years’ experience in banking and a minimum of 2 years’ experience in managing a portfolio in a corporate business environment.
- Sales track record in a financial services industry.
- Comprehensive credit and risk management experience is an added advantage
Required Skills:
- Financial Management skills
- Interpersonal Skills.
- Communication and relationship development Skills
- Analytical skills
- Product Knowledge
- Financial and business acumen
- Planning
- Delivering Customer Expectations
- Formulating Concepts and Strategies
- Leading and Supervising
- Relating and Networking
- Writing and Reporting
Key Result Areas: 1.Selling With a focus on NGOs that include Charitable Trusts, Community Development organizations, Community and Social services: Generate business from new and existing clients through strategic penetration into identified markets/ sectors across the entire portfolio spectrum while managing the profitability of the client portfolio in line with the credit policy. Sell appropriate financial products such as Internet Banking, Leasing, Trade Finance, etc Drive business through developing a strong network. Identify champions within the client’s ecosystem and foster relationships to ensure the bank obtains leading-edge information about the client’s business objectives, opportunities and threats Create and periodically update customer databases for potential and existing customers and recommend financial solutions based on customer value, in line with set targets. 2. Business Acumen and Market Understanding Utilise information management systems and processes to pre-empt selling opportunities and threats to clients and the bank Continuously provide information to ensure that the bank's products and services meet the client's needs. 3. Strategic focus Understand the overall strategy of Centenary Bank and how the strategy of the NGO business supports the bank's business Continuously recommend improvements, adaptations to the existing systems, Processes and structures to ensure the current and future viability of corporate banking Develop and nurture strategic partnerships with the clients to ensure that the strategic business objectives of the client and the bank are achieved 4. Customer Relationship Management Ensure high-quality and timely service by attending to client requests and maintaining direct interface with clients through direct visits/phone/mail, etc. Maintain and enhance existing customer relationships and attract prospective customers to ensure business continuity and growth. Manage and grow an assigned portfolio of clients, promote corporate products and services, and identify business development opportunities to increase market share. Manage the assigned portfolio and ensure that the different processes comply with the bank's standards of quality and profitability. Attend to customer complaints, escalate as per procedures, and follow up till resolution. 5. Performance and coaching Provide coaching to team members and continually share information, experience and expertise to promote a high-performance culture. 6. Client monitoring Monitor the performance of the client’s accounts (financial performance, etc.) regularly or through the daily Monitoring Reports to identify deviations and take corrective actions. Identify barriers to business development that emanate from sales and service delivery dissatisfaction, and develop strategies to overcome these problems with the relevant members of the team and the client 7. Risk, control and compliance Conduct Know Your Customer (KYC) per defined procedures and compliance requirements. Proactively and timely identify potential problem accounts and formulate appropriate risk mitigating strategies Ensure compliance with the law and regulations in all dealings with the clients. Analyse and report potential fraudulent transactions as per internal policies and regulations. Keep proper records in terms of local financial legislation and regulatory requirements. 8. Research and Market Information Keep abreast of best practices and updates in the sector (economic context/national & international) to improve service and operational efficiency continuously.
Required Skills: Financial Management skills Interpersonal Skills. Communication and relationship development Skills Analytical skills Product Knowledge Financial and business acumen Planning Delivering Customer Expectations Formulating Concepts and Strategies Leading and Supervising Relating and Networking Writing and Reporting
Education and Professional Qualifications: University Degree in related field. Required Experience and Competences: 5 years’ experience in banking and a minimum of 2 years’ experience in managing a portfolio in a corporate business environment. Sales track record in a financial services industry. Comprehensive credit and risk management experience is an added advantage
JOB-681d920c6e9b8
Vacancy title:
Senior Relationship Officer - NGO
[Type: FULL_TIME, Industry: Banking, Category: Management]
Jobs at:
Centenary Bank
Deadline of this Job:
Friday, May 23 2025
Duty Station:
Kampala | Kampala | Uganda
Summary
Date Posted: Friday, May 9 2025, Base Salary: Not Disclosed
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JOB DETAILS:
Role:
Manage a portfolio of corporate customers under the NGO sector through efficient delivery of solutions based on customer needs, while growing the corporate business in the bank
Key Result Areas:
1.Selling
With a focus on NGOs that include Charitable Trusts, Community Development organizations, Community and Social services:
- Generate business from new and existing clients through strategic penetration into identified markets/ sectors across the entire portfolio spectrum while managing the profitability of the client portfolio in line with the credit policy.
- Sell appropriate financial products such as Internet Banking, Leasing, Trade Finance, etc
- Drive business through developing a strong network.
- Identify champions within the client’s ecosystem and foster relationships to ensure the bank obtains leading-edge information about the client’s business objectives, opportunities and threats
- Create and periodically update customer databases for potential and existing customers and recommend financial solutions based on customer value, in line with set targets.
2. Business Acumen and Market Understanding
- Utilise information management systems and processes to pre-empt selling opportunities and threats to clients and the bank
- Continuously provide information to ensure that the bank's products and services meet the client's needs.
3. Strategic focus
- Understand the overall strategy of Centenary Bank and how the strategy of the NGO business supports the bank's business
- Continuously recommend improvements, adaptations to the existing systems, Processes and structures to ensure the current and future viability of corporate banking
- Develop and nurture strategic partnerships with the clients to ensure that the strategic business objectives of the client and the bank are achieved
4. Customer Relationship Management
- Ensure high-quality and timely service by attending to client requests and maintaining direct interface with clients through direct visits/phone/mail, etc.
- Maintain and enhance existing customer relationships and attract prospective customers to ensure business continuity and growth.
- Manage and grow an assigned portfolio of clients, promote corporate products and services, and identify business development opportunities to increase market share.
- Manage the assigned portfolio and ensure that the different processes comply with the bank's standards of quality and profitability.
- Attend to customer complaints, escalate as per procedures, and follow up till resolution.
5. Performance and coaching
- Provide coaching to team members and continually share information, experience and expertise to promote a high-performance culture.
6. Client monitoring
- Monitor the performance of the client’s accounts (financial performance, etc.) regularly or through the daily Monitoring Reports to identify deviations and take corrective actions.
- Identify barriers to business development that emanate from sales and service delivery dissatisfaction, and develop strategies to overcome these problems with the relevant members of the team and the client
7. Risk, control and compliance
- Conduct Know Your Customer (KYC) per defined procedures and compliance requirements.
- Proactively and timely identify potential problem accounts and formulate appropriate risk mitigating strategies
- Ensure compliance with the law and regulations in all dealings with the clients.
- Analyse and report potential fraudulent transactions as per internal policies and regulations.
- Keep proper records in terms of local financial legislation and regulatory requirements.
8. Research and Market Information
- Keep abreast of best practices and updates in the sector (economic context/national & international) to improve service and operational efficiency continuously.
Education and Professional Qualifications:
- University Degree in related field.
Required Experience and Competences:
- 5 years’ experience in banking and a minimum of 2 years’ experience in managing a portfolio in a corporate business environment.
- Sales track record in a financial services industry.
- Comprehensive credit and risk management experience is an added advantage
Required Skills:
- Financial Management skills
- Interpersonal Skills.
- Communication and relationship development Skills
- Analytical skills
- Product Knowledge
- Financial and business acumen
- Planning
- Delivering Customer Expectations
- Formulating Concepts and Strategies
- Leading and Supervising
- Relating and Networking
- Writing and Reporting
Work Hours: 8
Experience in Months: 60
Level of Education: bachelor degree
Job application procedure
To apply, please log onto the following link; https://irecruitment.centenarybank.co.ug/CRDB_REC/Account/Login
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