Job Opportunities at FNB South Africa

Purpose

• To assist in proactively managing a portfolio of clients with a team of Private Bankers through provision of analysis, research and sales and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

Experience and Qualifications

• Minimum Qualification - Relevant diploma in Finance or Accounting
• Experience - 2 to 3 years experience within a Sales/Service area of a financial environment
• Person must not be an unrehabilitated insolvent

Responsibilities

• 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 within FNB and/or 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 specialization
• Provide sound services and recommendations based on customer and client needs, current information and trends
• Achieve expected financial targets and uphold associated service levels

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Purpose

• Analyse credit data to estimate degree of risk in extending credit or lending money in support of a broader client relationship.

Experience and Qualifications

• An appropriate business degree
• Banking Certification
• 2-3 year's related

Responsibilities

• Year on year revenue growth versus budget for team portfolio
• 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 contained in the Golden Rules.
• Manage own development to increase own competencies