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.