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  • Posted: Apr 24, 2025
    Deadline: Not specified
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  • First National Bank (FNB) South Africa offers dynamic career paths, structured graduate development programs, and continuous on-the-job learning across banking, data science, IT, and client advisory roles
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    Platform Specialist

    Job Description

    • To provide subject matter expertise to clients on all the functionality within online banking platform. 
    • To manage portfolios and ensure digital profile through registration, training and onboarding of new to bank or existing to bank clients. 
    • To optimise client usage by growing the digital vertical sales index (VSI), increase revenue and volumes.
    • Manage portfolio of clients for the segment related to platform requirements.
    • Provide ongoing consultation with clients, from a relationship management point of view (client retention).
    • Optimise the usage of products (VSI) and increase transaction volumes on all digital channels and achieve revenue targets.
    • Onboard new clients onto platform.
    • Provide required training to new and existing to bank clients and ensure client is able to utilise all of the functionality within online banking.
    • Execute projects and campaigns within agreed scope (e.g. sell/promote simple payments to clients).
    • Ensure the correct compliance and legal documents are in place and kept on record within area of responsibility.
    • Ensure continuous update of client information on relevant systems.
    • Extract and analyse relevant reports to manage portfolio.
    • Ensure continuous improvement and enhancements to products and processes.
    • Prepare and present product presentations to clients as and when required.
    • Build relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buy-in.
    • Engage in cross-functional relationships to obtain and to provide work support.
    • Apply a client-centric approach that focuses on creating a positive experience for the client by maximizing service and/or product offerings and building relationships.
    • Ensure full understanding of client needs to deliver a quality service.
    • Ensure client service solutions are aligned to the business operational plan, Organisational values and service standards.
    • Communicate how client service solution will be implemented and secures buy-in.
    • Ensure product knowledge and advice is technically accurate and provide clients with relevant information to keep them informed of products and service options.
    • Ensure resolution of client queries and complaints timeously and ownership of issues.
    • Analyse client feedback to help improve client service
    • Propose ideas to improve client service.
    • Participate in planned activities that are appropriate for own development.

    Education and Experience

    • Degree/BTech in Engineering
    • 5+ Years of experience in the field (Platform)
    • Financial Industry exposure is an advantage

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to FNB South Africa on firstrand.wd3.myworkdayjobs.com to apply

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