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  • Posted: Dec 10, 2024
    Deadline: Not specified
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  • In 1998 Rand Merchant Bank Holdings and the financial services interests (First National Bank of Southern Africa Limited "FNB"? and Southern Life Limited) of Anglo-American were merged to form FirstRand Limited. FNB became a wholly owned subsidiary of FirstRand and currently trades as a division of FirstRand Bank Limited. FNB provides personal, ...
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    FNB Community Advisor (Mount Frere)

    Job Description

    • To provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and processing their requests
    • Achieve net profit growth for business
    • Achieve the delivery of exceptional customer experience against the Balanced Scorecard standards
    • Manage the migration of accounts from transactional to Self Service
    • Manage the growth of active customer Account Base to increase client base
    • Maximise cross sell opportunities and strengthen client relationships
    • Track, control and influence sales activities with the specific aim to achieve previously determined sales targets.
    • Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information
    • Comply with governance in terms of legislative and audit requirements
    • Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines.
    • Track, control and influence sales and service activities with the specific aim to increase sales and service efficiencies
    • Compliance with procedures and processes contained in the Golden Rules.
    • Provide accurate and reliable sales and service statistics.
    • Manage own development to increase own competencies

    You will be an ideal candidate if you possess the following:

    • A completed financial related qualification (NQF5 or higher)
    • 1-2 years’ experience in Client Services Support and delivery

    go to method of application »

    Risk Manager

    Job Description

    • To conduct comprehensive identification of all key operational risks in allocated Business Unit and provide guidance on 
    • mitigation to ensure compliance that align to FirstRand operational risk frameworks and policies
    • Control expenditure and identify process improvements to contain and reduce costs
    • Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
    • Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
    • Innovate by finding the best fit solution for the situation such as the flexibility of delivery and customised solutions which result in more efficient outcomes
    • Engage with relevant stakeholders to keep abreast of status of relevant projects.
    • Review and challenge information provided by Project Management Office (PMO) to ensure accuracy.
    • Report on critical projects status to contribute to delivery against set timelines
    • Prepare and maintain risk management documentation and risk reports to ensure achieving the operational risk strategy
    • Track and include in monthly report the progress towards achieving the operational risk strategy at defined intervals
    • Prepare clear and concise operational risk profile report with focus on key risks, mitigating actions, operational risk themes, trends and emerging risks
    • Interpret the strategy and implement active risk reduction by informing and looking at the key risk indicators (KRIs), re-assessing, and ensuring the control environment is perceived relative to risk appetite as well as ensuring changes to reduce, tolerate or mitigate risk are made accordingly
    • Create practical and effective delivery plans to execute on the FirstRand operational risk frameworks and policies in business
    • Implement operational risk control monitoring plan with focus on monitoring key controls based on key risks, identified operational risk themes, management needs and agreed combined assurance areas of focus
    • Provide feedback on results of monitoring activities to enhance operational risk control environment
    • Engage with business unit to understand business, drivers, current concerns and future plans to mitigate risk to proactively identify and anticipate risks (including emerging risks)
    • Identify, analyse and respond to different types risks including risks associated with critical handovers interdependencies between business
    • Conduct analysis to evaluate risk and make recommendations to mitigate risk
    • Develop appropriate solutions to identify losses and risk exposures and facilitate the effective implementation thereof
    • Ensure business continuity management plans are reviewed and tested and aligned to business continuity strategy
    • Work with relevant stakeholders to ensure comprehensive identification of all key operational risks Assist business to identify risks, inherent key business processes, new products, business projects and key outsourced and insourced arrangements and critical third-party service providers
    • Identify key processes and ensure all are documented with appropriate controls
    • Identify process design flaws and associated operational risks and controls and management initiate appropriate corrective action to mitigate the identified operational risks
    • Apply established Risk tools to identify, evaluate, report and monitor risk processes i.e. Key Risk Indicators (KRI's), Risk Scenarios, Risk Appetite, Critical Spreadsheets, Process for Risk and Control
    • Identification and Assessment (PRCIA) Assist business with risk assessment process
    • Provide guidance on risk mitigation solutions that align to FirstRand operational risk frameworks and policies
    • Drive a combined assurance approach to risk assessment by engaging with line management, specialist risk areas and internal audit management on key risks matters in assessing risks
    • Ensure comprehensive risk assessments are conducted
    • Support business unit in identifying and quantifying the key risks of the entity and the monitoring thereof and approve, coordinate, and monitor the Risk Assessment and Risk Management processes of the business unit
    • Approve the design of business risk processes that will ensure that risks are managed properly
    • Ensure performance, risk exposures and corrective actions are reported in a format and frequency agreed with franchise risk management and enterprise risk management (ERM)
    • Monitor appropriate implementation of corrective actions
    • Identify process flaws and risk management issues and initiate corrective action to ensure acceptable risk management standards are maintained within the segment
    • Compile, analyse and escalate risk reports through appropriate governance structures and ensure all risk management and loss containment activities are timeously performed as agreed with ERM and business entity management
    • Develop, encourage and nurture collaborative relationships across FRG
    • Participate in planned activities that are appropriate for own development
    • Display and encourage an appreciation of teamwork and inclusivity

    go to method of application »

    Test Analyst

    Job Description

    • Hello Future Test Analyst
    • Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. 
    • As part of our talented team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
    • To create testing procedures for complete programs within a suite of programs 
    • To provide input into test plans, writing test cases and conducting testing

    Are you someone who can: 

    • Deliver against operational and cost targets
    • Prioritise resource allocation to minimise and reduce wastage
    • Monitor costs for the financial year according to the operational plan
    • Allocates and approves expenditure
    • Review cost reports and resolves or explains variances to the budge
    • Identify, control and escalate potential risks that may lead to increased costs
    • Manage costs or expenses within approved budget to achieve cost efficiencies
    • 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
    • Deliver customer experience excellence aligned to Organisational values and service standards
    • Build professional long-term relationships with customers based on trust that builds the brand
    • Collect and interrogate information and feedback to ensure full understanding of customer needs to deliver a quality service
    • Deliver service that exceeds customer expectations through proactive, innovative and appropriate solution selection and application
    • Provide customers with relevant information to keep them informed of products and service options
    • Ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability
    • Ensure implementation of relevant policies, governance and practice standards across the business
    • Maintain knowledge on relevant legislative amendments, industry best practices and internal compliance procedures and requirements
    • Ensure compliance is adopted in terms of systems and procedures as laid out by organisation and review in response to audit findigns and changes
    • Develops an understanding of risks and risk management approaches
    • Implement and provide input into the development of governance and compliance procedures and processes within area of specialisation and identify risks
    • Educates others and makes suggestions for improvements
    • Networks and participates in specialist risk forums where required
    • Create test plan to include environments, number of resources to be assigned to  the project, high level test case and highlight the risks and assumptions
    • Create the test procedure to be followed when executing the test cases
    • Create design steps from test cases in the Quality Centre
    • Execute system validation plans (new function) and liaise with the Business Analysts and technical teams in order to compile test scripts
    • Execute all test activities for allocated projects
    • Coordinate and execute all allocated test activities for projects
    • Prepare and submit test plans for sign-off
    • Ensure alignment between test environment and production environment
    • Treat production issues as first priority
    • Compile defect reports to highlight to the Stakeholders the number of issues raised
    • Assess own performance against competencies and skills required delivery
    • Identify development needs and select effective solutions to address own development need
    • Prepare a personal development plan with management to implement and review as required
    • Monitor own progress against development plan and measure impact of results
    • Promote teamwork and inclusivity amongst team members and demonstrates behaviours that respect diversity
    • Partner and collaborate with team members to achieve team success
    • Share information and knowledge that benefits the team

    You will have access to: 

    • Opportunities to network and collaborate.
    • Challenging Working
    • Opportunities to innovate.

    We can be a match if you are:  

    • Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough.
    • Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it

    go to method of application »

    Systems Analyst

    Job Description

    • Hello Future Systems Analyst
    • Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. 
    • As part of our talented team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
    • To interpret the business requirement specification and translate into a detailed system design specification to enable the development of innovative, flexible and efficient solution of a business problem

    Are you someone who can: 

    • Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
    • Ensure system, process and efficiency improvements (including innovations)
    • Analyse system technical requirement
    • Conduct a system requirement risk assessment
    • Define, develop and document how business systems interface functionally
    • Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
    • Control expenditure and identify process improvements to contain and reduce costs
    • Develop, encourage and nurture collaborative relationships across area of specialisation
    • Display and encourage an appreciation of teamwork and inclusivity
    • Participate in planned activities that are appropriate for own development
    • Ensure development and continuous value add improvement to operational processes
    • Compile reports that track progress and guide business to make informed decisions
    • Manages risks in own area of responsibility
    • Creates solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards

    You will have access to: 

    • Opportunities to network and collaborate.
    • Challenging Working
    • Opportunities to innovate.

    We can be a match if you are:  

    • Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough.
    • Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it

    go to method of application »

    Marketing Portfolio Manager

    Job Description

    • Hello Future Marketing Portfolio Manager 
    • FNB Retail Marketing is looking for a dynamic and highly driven Marketing Portfolio Manager to join their team. The successful applicant will be required to provide strategic partnership to multiple marketing leads by assessing business needs, offering marketing solutions, advising and directing the input into the development of relevant marketing programmes or strategic initiatives in line with the business strategic direction through the marketing value chain (consulting, programme leadership, strategic solutioning, development, execution and reporting and measurement).

    Are you someone who can: 

    • Develop and ensure execution of integrated financial strategies to maximize growth across business areas.
    • Develop integrated frameworks, guidelines and optimization plans to drive profitability and economic value add.
    • Design and co-create long term resource optimization programmes that enable the availability of capital expenditure cash flow for the area of responsibility.
    • Ensure financial strategies and processes are consistent with the objectives of the Group.
    • Create professional forums where financial health can be tracked and analyzed at board level.
    • Balance immediate value against long term sustainability and local and global considerations.
    • Influence and align strategic intent and delivery to add value for customers and shareholders. Apply a customer-centric approach that focuses on creating a positive experience for the customer by maximizing service and/or product offerings and building relationships Ensure that the customer is at the center of the business philosophy, operations and ideas.
    • Engage with relevant leaders to collaterally and proactively manage the requirements of relevant function or business.
    • Actively seek and contribute to diverse opinions.
    • Drive strategic relationships to collaterally make sense of the ambiguity and uncertainty inherent to the organization.
    • Create alignment, collaboration and synergy between the various specialist areas to provide a comprehensive business solution to customers.
    • Reshape customer experience journeys to increase self-service and assisted service and employ strategies to maximize customer satisfaction.
    • Balance interests of a variety of clients, readily readjusting priorities to respond to pressing and changing client demands.
    • Establish best practices in respect of optimizing client service through the full operations value chain, within the appropriate risk appetite and automation vision of the organization.
    • Drive an integrated service excellence culture, which enables rewarding relationships and customer feedback in promotion of exceptional service. Maintain expert knowledge on relevant legislative amendments, industry best practices and FirstRand internal compliance procedures and requirements.
    • Ensure compliance is adopted in terms of systems and procedures as laid out by Group.
    • Design and implement a control framework to ensure the integrity of operations and practices.
    • Anticipate and apply and policies/procedures to manage and control both financial and non-financial risks.
    • Ensure compliance with audit requirements.
    • Investigate and implement measures to correct audit findings.
    • Align, integrate and innovate area of accountability to enable the creation of integrated and specialized solutions and create a sustainable competitive advantage for Business.
    • Execute relevant business initiatives aligned to strategic objectives with specific performance measures and control systems to track progress.
    • Participate in specialist communities of practice and contribute positively to own and organizational knowledge improvement.
    • Maintain a broad knowledge of current and emerging conditions affecting industry and/or business through forecasting and analysis across FirstRand.
    • Maintain expert knowledge on relevant legislative amendments, industry best practices and provide of advice to relevant stakeholders.
    • Maintain up to date knowledge of local and global trends.
    • Provide thought leadership and expertise.
    • Ensure that sales strategies are aligned across customer value proposition.
    • Actively pursue opportunities that may increase revenue.
    • Design and develop business metrics to ensure sales is measured against financial goals agreed to for the operational areas.
    • Ensure regular audits and surveys are done to measure and track business performance against financial goals. Manage performance of teams in areas of responsibility against expected delivery targets.
    • Ensure alignment of team and individual performance objectives to relevant business area objectives.
    • Drive and monitor corrective actions to ensure maximization of team performance.
    • Drive performance management processes within agreed timelines.
    • Drive Talent Management practices in area of accountability.
    • Build management team succession plans for critical roles in own area and influence strategic resource planning of partners.
    • Provide direction, regular feedback and coaching to direct reports to improve performance.
    • Ensure implement employment equity plan target achievement in all recruitment and employee movement activities.
    • Identify current and future human capital needs and skills requirements.
    • Influence the alignment and adoption of different priorities in people management strategies as articulated through the strategic people levers.
    • Build a culture of recognition and fairness across business aligned to HR policies.
    • Establish an enabling climate and culture to energize employees, give meaning to work, minimize work disruption and maximize employee productivity.
    • Establish people-focused management strategies.
    • Influence the development and enablement of a culture and climate where the organizational values are demonstrated and lived.
    • Influence the understanding and adoption of the organizational strategic direction across all levels of the organization and its stakeholders.
    • Define and create a long-term human capability strategic framework to enable sustainable business performance.
    • Create a development culture where information regarding successes, issues, trends and ideas are actively shared.
    • Collaborate with various stakeholders to co-create solutions and share information within and across teams for development and improvement.

    You will be an ideal candidate if you have: 

    • BCom Degree or similar qualification
    • 7+ years in a similar role

    You will have access to: 

    • Opportunities to network and collaborate
    • Challenging work environment
    • Opportunities to innovate

    We can be a match if you are:  

    • Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to.
    • Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.
    • Adaptable, curious and willing to learn.
    • Passionate in providing insights.
    • Thrive in a collaborative environment.

    go to method of application »

    Branch Advisor FAIS (Mount Ayliff)

    Job Description

    • Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.
    • Hello Future Branch Advisor
    • Welcome to FNB, the home of the #changeables. We strive to be a trusted partner helping to create a better world by providing an innovative, contextual, and integrated financial solutions.  
    • As part of our team in FNB Points of Presence, you will be surrounded by unique talents, and an inclusive environment which value our differences and that lives up to the promise of being deeply invested. Now’s the time to imagine your potential in a team where you can become the best version of yourself.

    Are you someone who can:

    • Build and maintain strong relationships with clients.
    • Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations.
    • Educate customers to the correct Banking platform aligned with their needs.
    • Connect with our customers by living up to our brand promise of “how can we help you?” at all times.
    • Analyze customer data and recommend tailored solutions.
    • Achieve sales results by providing contextual and integrated financial solutions to customers.
    • Conduct yourself in an ethical manner.
    • Takes accountability for own performance, personal and career development.
    • Show empathy with customers.
    • Stay updated on industry trends and product knowledge.

    You will be an ideal candidate if you possess the following:

    • A completed financial related qualification (NQF5 or higher)
    • 1-2 years’ experience in Client Services Support and delivery

    You will have access to: 

    • Opportunities to build relationships as part of a dynamic team.
    • A challenging working environment
    • Personal and professional growth
    • Opportunities to have an impact in a local market as a brand ambassador.

    You can be a match if you are: 

    • Customer Centric.
    • Enjoy solving problems.
    • Persuasive selling skills
    • Able to understand rules in a regulated environment.
    • Agile and Flexible
    • Strong communication and interpersonal skills
    • Have a results-driven attitude with a passion for exceeding targets.
    • Have excellent Organisational skills and attention to detail.

    go to method of application »

    Data Science Manager

    Job Description

    • Hello Future Data Science Manager
    • Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
    • As part of our talent team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
    • To implement the Analytics standards in allocated business units, that contribute to the monetisation of data through the development and delivery of advanced mathematical models and business principles that find hidden patterns and associations in data used to influence business strategy, inform channel design and make predictions on the behaviour of clients.

    Are you someone who can:

    • Ensure adoption and localization of appropriate model building policies, standards, frameworks, and governance process and integration of business modelling and analytics value chain.
    • Establish goals and strategies for area of accountability in collaboration with senior data analytics management.
    • Ensure ethical usage of information that complies to restrictions applied for privacy and sensitivity classification.
    • Understand and ensure implementation and adherence to Privacy business requirements, legislation and policy.
    • Ensure reporting of any Information Privacy Incidents and drive resolution of Privacy and Protection Audit.
    • Findings, Complaints, Incidents, Investigations and Privacy and Protection Assessments.
    • Provide and use data and analytic insights to improve customer experience through a better understanding of the customers context to identify monetization opportunities.
    • Manage analytics team in the creation of high-quality analyses for all functions of the business, across area of accountability.
    • Create tactical plans for achievement of outputs / deliverables in collaboration with business stakeholders to understand information requirements for strategy delivery and define metrics that track performance.
    • Drive team performance of analytics solutions; drive and enhance data systems and streamline business processes to impact overall business results while keeping costs in check.
    • Analyse available data to identify information commercialization opportunities that have not been explored to address business needs and revenue options.
    • Ensure analytics productionization in the approved FirstRand architecture by translating technical data information into practical business information that addresses identified needs.
    • Analyse information requirements, availability and quality of data to feed into Data and information management function and forums for resolution.
    • Oversee the appropriate manipulation and analysis of data for to meet needs of the business for the purpose of future work and to ensure high information-quality and reliability across the business.
    • Integrate analytics into operational processes to improve efficiency and client experience.
    • Ensure development of core analytical capabilities or model libraries using advanced statistical, quantitative or econometric techniques.
    • Manage overall project dependencies management and long-term prioritization of the business's overall analytical needs and opportunities.
    • Serve as SME for analytics applying own understanding of the operations of the business product or service.
    • Define the business questions for Business unit that need be answered; define appropriate analytics models in addition to identifying and readying relevant data sources for analysis.
    • Address business problems and opportunities through robust underlying analytics.
    • Translate business requirements into tangible solutions or models utilizing own understanding of business value and interrelated nature of projects, models and processes.
    • Ensure accurate development and application of analytical algorithms and methods to build, test and implement advanced mathematical models and analytical solutions that address business problem, opportunities and improve business outcomes i.e. reduced risk and costs, increased profitability, optimized efficiency and to facilitate strategic decision making.
    • Provide requirements to Business Information.
    • Management Function as Supplier or Owner of Data to ensure data is prepared for consumption as an organizational asset.
    • Create team tactical plans for achievement of outputs or deliverables in collaboration with Technology stakeholders to ensure the effective implementation of analytical solutions and models to support business requirements.
    • Ensure governance and compliance rules are followed in application and implementation of predictive models to enable the business to manage risk.
    • Maintain ownership and oversee the implementation of models.
    • Monitor output and accuracy of models.
    • Ensure the documentation and auditing of relevant models, projects and processes.
    • Provide input into business strategies through data analysis that proactively improve efficiency, identify risks, save costs and drive innovation.
    • Lead business through efforts that drive business performance and potential by using the existent and new data sources and techniques.
    • Enable business unit to understand its own health, finds growth levers, and identify opportunities for optimization.
    • Create new data-driven approaches for the purpose of generating business insights through data analytics, information visualization and addressing unanswered business issues in a proactive manner.
    • Ensure validation and interpretation of analytical results and creation of reports and presentations for data analytics management, departmental heads/management, and relevant stakeholders.
    • Collaborate with numerous departments across the business to assist in the proper use of data that ensure delivery of desired operational results.
    • Model and drive a data driven culture that values data as an asset with business value.
    • Lead relevant change and communications functions to drive functional maturity.
    • Manage people by executing management responsibilities and create an environment that encourages employee growth and performance excellence.
    • Prevent wastage and identify process improvements to contain and reduce costs.
    • Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability.
    • Ensure implementation of relevant policies, governance and practice standards across the business.
    • Maintain expert knowledge on relevant legislative amendments, industry best practices and business's internal compliance procedures and requirements.
    • Ensure compliance is adopted in terms of systems and procedures as laid out by business.
    • Implement and provide input into the development of governance and compliance procedures and processes within area of specialization and identify risks.
    • 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.

    You will be an ideal candidate if you: 

    • Qualifications Required: Mathematical/Analytical/Actuarial B.Sc. degree or B.Com degree 
    • Experience: 5+ Years in an analytical role with management experience

    You will have access to: 

    • Opportunities to network and collaborate.
    • Challenging work environment.
    • Opportunities to innovate.

    We can be a match if you are:  

    • Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough.
    • Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.

    go to method of application »

    FNB Community Advisor (Durban)

    Job Description

    • To provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and processing their requests
    • Achieve net profit growth for business
    • Achieve the delivery of exceptional customer experience against the Balanced Scorecard standards
    • Manage the migration of accounts from transactional to Self Service
    • Manage the growth of active customer Account Base to increase client base
    • Maximise cross sell opportunities and strengthen client relationships
    • Track, control and influence sales activities with the specific aim to achieve previously determined sales targets.
    • Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information
    • Comply with governance in terms of legislative and audit requirements
    • Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines.
    • Track, control and influence sales and service activities with the specific aim to increase sales and service efficiencies
    • Compliance with procedures and processes contained in the Golden Rules.
    • Provide accurate and reliable sales and service statistics.
    • Manage own development to increase own competencies

    go to method of application »

    Relationship Analyst (Klerksdorp)

    Job Description

    • To support the Business Relationship Manager by analysing credit data to estimate degree of risk in extending credit or lending money in support of a broader client relationship
    • Analyses credit data to estimate degree of risk in extending credit or lending money in support of a broader client relationship
    • Year on year revenue growth versus budget for team portfolio
    • Achieving the delivery of exceptional customer experience against the Balanced Scorecard standards
    • Act as the point of contact for the defined customer portfolio.
    • Deal with customer complaints and ensure that it is resolved to the satisfaction of the customer
    • Manage the growth of active customer Account Base to increase client base
    • Ensures a competent portfolio management as well as asset and liability growth
    • Achieving the delivery of exceptional customer experience against the Balanced Scorecard standards
    • Manage the growth of active customer Account Base to increase client base
    • Maximise Business Portfolio cross sell opportunities and strengthen client relationships
    • Convert identified leads into successful sales
    • Achieve individual targets as set according to appropriate business area or sales plan
    • Comply with governance in terms of legislative and audit requirements
    • Manage the % of facility documents outstanding in excess of 60 days after renewal as measured by Collateral team per BS Team / region based on facilities approved and documents submitted
    • Ensure effective Data Management by ensuring expired limits are attended to against set target
    • Prepare credit proposals for review by the Credit Product House
    • Compliance with procedures and processes
    • Keep abreast with what's happening within the market place and more specifically with regards to process and credit policy
    • Manage own development to increase own competencies

    go to method of application »

    Banking Advisor

    Job Description

    • To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
    • Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
    • Understand and market all financial services solutions within the relevant business offering.
    • Assist with profit growth for the business through.
    • Ensure effective management of the leads pipeline.
    • Develop, encourage and nurture collaborative relationships across the FRG.
    • Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
    • Contribute to innovation by finding faster and more accurate ways of working.
    • Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
    • Develop and manage key stakeholder relationships that enable achievement of operational objectives.
    • Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
    • Act responsibly with work related resources in order to contribute to cost containment.
    • Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
    • Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
    • Provide sound services and recommendations based on customer and client needs, current information and trends.
    • Achieve expected financial targets and uphold associated service levels.

    Method of Application

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