JOB DETAILS:
Job Purpose
The Treasury Sales Officer is responsible for effectively selling the Bank’s depository and treasury management services to existing and prospective clients, either in conjunction with Relationship Managers or on an individual basis, achieving deposit and fee income goals and solidifying customer retention
Key Result Areas
1. Grow Treasury Product Revenue through direct sales
2. Utilize networking, community, and public relations activities to identify prospective Treasury Management client opportunities
3. Perform product research and identify appropriate solutions for customer requirements and satisfaction
4. Coordinate with assigned Lending Officers to support and develop relationships with business clients and partners
5. Manage client calls and contacts and meet all assigned goals
6. Understand client business goals, environments, strategies, and industry trends to become a trusted advisor and to identify solutions for customer pain points
7. Understand our competitors’ environment, capabilities, and gaps to effectively position HFB Treasury Services for success
8. Prepare sales analysis report and sales proposals for client presentations
9. Participate on client calls with Relationship Managers/Officers and analyze client Treasury services requirements
10. Perform risk monitoring for Treasury products and services and initiate credit and risk approvals
11. Assist Treasury clients with product training and product demonstrations as needed
12. Manage work of assigned Treasury Sales Officer(s) for efficient onboarding and exceptional client experience
13. Support Onboarding and Treasury Support teams as needed
14. Track sales activities and timelines to ensure that the deliverables within onboarding project plans are met and are on-time
15. Establish a daily Treasury newsletter which summarizes the daily market activities and indicative movement of market variables, prices, interest rates and inflation.
Financial Responsibility
1. Accountable for the growth of Treasury dealing customers and,
2. Growth of Treasury income
Person Specifications
Education & Training
1. A Bachelor’s degree in a business related course
2. ACI certification
3. A Sales qualification is an added advantage.
Skills & Experience
1. A thorough understanding of treasury products
2. A sales and relationship management background
3. Good foreign currency trading skills
4. Good money market and securities trading skills
5. A clear understanding of financial markets
Business Behaviours
1. Good negotiation skills
2. Good analytical skills
3. Relationship management skills
4. A high level of integrity
5. Proficiency in computer knowledge
6. Excellent numeric skills
Job application procedure
Interested candidates should submit their applications with a recent CV, copies of all academic transcripts, certificates and testimonials, daytime telephone contact, postal and email address and three competent referees not later than Monday, 13th November 2023 by 5:00pm to:
Chief Human Resources Officer
Housing Finance Bank
Investment House
4 Wampewo Avenue, Kololo
Please take note that all applications should be sent by email to Recruitment@housingfinance.co.ug.
DO NOT HAND DELIVER YOUR APPLICATION.
Please note that ONLY shortlisted candidates will be contacted and any form of canvassing will lead to automatic disqualification.
Guidelines for submitting Documents
1. Ensure that all your documents are scanned and submitted in 1 single batch using the following order:
• Application letter
• Curriculum Vitae (CV)
• Academic Documents and Certificates
2. The maximum document size is 10 MB
3. One should have been in their current position for at least two years and above.
4. Please indicate the name of the position you are applying for in the subject.
More Information
- Address Within, Uganda, Kampala, East Africa
