Manager – Personal Assistant Relationship Job at NCBA Uganda

Deadline to Apply: 5th July 2025 Location: Uganda Company: NCBA Uganda Employment Type: Full-Time Industry: Banking & Financial Services

About the Role

NCBA Uganda is seeking a highly motivated and experienced banking professional to fill the role of Manager – Personal Assistant Relationship. This full-time role is a strategic position designed to drive personal banking business growth by building and maintaining high-quality relationships with existing and prospective customers. If you're passionate about customer service, relationship management, and hitting performance targets, this opportunity is for you.

Key Responsibilities

The successful candidate will be responsible for delivering excellent service and generating new business through personal banking channels. Specific duties include:

• Drive the growth of the personal banking portfolio by achieving set income and customer retention targets.
• Prospect and recruit new personal banking customers while identifying opportunities for cross-selling banking products.
• Meet or exceed monthly and annual sales targets for all personal banking products in the assigned branch.
• Manage and deepen relationships with existing clients to increase their engagement and share of wallet.
• Conduct regular portfolio reviews and reactivate dormant accounts for increased revenue.
• Keep up with market trends and innovate new ways to package and promote personal banking products.
• Cross-sell a wide range of NCBA products including bancassurance, digital channels, asset finance, and corporate banking services.
• Perform regular Relationship Manager (RM) calls to clients and provide updates on new products or policy changes.
• Ensure account opening and loan processes meet turnaround time (TAT) standards as outlined in the customer service charter.
• Ensure full compliance with Know Your Customer (KYC), Anti-Money Laundering (AML), and risk management requirements.
• Monitor and maintain a clean asset and liability book by proactively identifying and addressing risk elements.
• Support audit preparedness by achieving at least a ‘Satisfactory’ rating and resolving audit exceptions promptly.
• Manage inactive or overdrawn accounts to ensure proper account maintenance and customer engagement.
• Use CRM and Credit Quest systems effectively to manage client data and loan workflows.
• Collaborate with the credit appraisal team to structure client-specific financial solutions.
• Conduct branch training sessions to ensure staff are up to date with banking products and customer handling techniques.
• Provide leadership in resource planning, setting branch performance objectives, and team development.
• Monitor market conditions and provide insights to the branch and corporate management for strategic planning.
• Actively manage your own learning by attaining the required training hours annually.
• Support leave planning and cover responsibilities in coordination with the Branch Manager.
• Perform any additional duties assigned by the Branch Manager.

Qualifications and Experience

Academic Requirements:

• Bachelor’s Degree in a business-related field is required.
• Professional certifications such as CPA, ACCA, or Credit Management are an added advantage.

Professional Skills:

• Strong credit analysis skills and in-depth knowledge of banking policies and products.
• Ability to interpret financial documents and develop tailored banking solutions.
• Excellent communication, interpersonal, and customer service skills.

Work Experience:

• Minimum of 3 to 4 years’ experience in banking, with a strong focus on sales, customer service, and relationship management.

What We Offer

• Dynamic and supportive work environment within a leading banking institution in East Africa.
• Opportunities for growth, training, and professional development.
• Access to a wide customer base and exposure to innovative banking technologies and services.

How to Apply

Interested candidates who meet the requirements are encouraged to apply by 5th July 2025. Submit your updated CV and cover letter through NCBA Uganda's official careers portal or the application link provided on UgandaJobsNetwork.com. Note: Only shortlisted candidates will be contacted. Early applications are encouraged due to the competitive nature of this role.

Why Choose NCBA?

At NCBA, we’re not just a bank—we’re a community of passionate professionals driven by a purpose to enrich lives through smart banking. Our personal banking division plays a key role in helping individuals achieve their financial goals. Join us and be part of a team that values integrity, innovation, and customer excellence.

Explore More Jobs in Uganda

If you're seeking high-quality banking and finance jobs in Uganda, visit UgandaJobsNetwork.com for the latest opportunities. We connect professionals like you to top employers hiring for roles in banking, fintech, customer service, and beyond. Apply now and grow your career with NCBA Uganda – where ambition meets opportunity.