Client Portfolio Analyst - Louis Trichardt at FNB South Africa

Purpose

• To support the Client Portfolio Executive by managing and administering a portfolio of clients including the application of an approval and ongoing quality risk management of the client’s credit facilities.

Experience and Qualifications

• Relevant Business Degree.
• 3 to 4 Years Credit and relationship management experience.

Responsibilities

• Deliver exceptional service through educating the client, offering an appropriate solution and ensuring the relationship is maintained.
• Continuously monitor actual process turnaround times and quality standards and resolve issues speedily to enhance effective client service delivery.
• Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members
• Maintain expert knowledge on relevant legislative amendments, industry best practices and FNB’s internal compliance procedures and requirements.
• Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.
• Ensure compliance is adopted in terms of systems and procedures as laid out by FNB.
• Develop materials and documentation including minimum standards, templates, guidelines, FAQ’s and processes.
• Ensure analysis is conducted to identify business performance improvements and reengineering initiatives
• Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data
• Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities
• Create own development plan and review plan with team leader or manager.
• Understand which competencies and skills are required to be mastered to ensure personal development and performance