Client Portfolio Executive

WesBank • Other • Worcester, Western Cape, South Africa • $300 - $400 / year • 9h ago

Client Portfolio Executive

Apply locations Worcester time type Full time posted on Posted 2 Days Ago time left to apply End Date: December 8, 2024 (7 days left to apply) job requisition id R25772

Job Description

To strategically and operationally manage and grow a portfolio of high revenue generating business clients.

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 team in FNB Commercial Sales and Service (Worcester) , 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.

The Ideal candidate must have the following exposure:

Manage cost to income to increase profitability and efficiencies for the business.
Enhance business performance and profitability.
Drive customer service delivery goal achievement in line with predefined standards and in support of operational objectives.
Ensure growth and increase in customer base by ensuring that the team manages existing clients, generates new leads and grows active customer account base.
Develop and manage key stakeholder relationships that enable achievement of operational objectives.
Drive the achievement of customer migration by recommending solutions and improving efficiencies.
Set tactical goals and optimise the use of the people, finances and technologies in order to realize those goals.
Define a sales strategy and delivery plans in support of the strategic business objectives.
Assess and evaluate credit applications in accordance with the Banks Credit Policy and within set time frames.
Ensure compliance to legislative and audit requirements and adherence to relevant processes.
Compile reports that track progress and guide business to make informed decisions.
Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
Manage people by executing line manager responsibilities and create an environment that encourages employee growth and performance excellence.

You will be an ideal candidate if you:

Have obtained 3-5 years Commercial Banking experience in a similar role.
FAIS Accredited qualification (NQF level 6, 7 etc.).
Exposure to Credit Applications in a commercial environment.
RE qualification.
Credit Management exposure a must.
Have experience in dealing with high level customer queries.
Must be able to structure deals.
Have the ability to acquire new clients.
Must be able to manage and maintain relationships with clients.
Maintain existing portfolio of clients.
Are not an unrehabilitated insolvent.

You will have access to:

Opportunities to network and collaborate.
A challenging working environment.
Opportunities to innovate.

We can be a match if you are:

Adaptable and curious.
Sales driven.
Thrive in a collaborative environment.
Client-centric.

Apply now if you are interested in taking the next step. We look forward to engaging with you!

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

08/12/24

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Introduce Yourself

Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.

Should you have any queries, please log it via MyQ.

About Us

Serving retail and commercial customers, FNB is so much more than a bank, offering life and short-term insurance, innovative savings and investment products, and a digital universe of solutions that help customers navigate challenges and opportunities of everyday life. It has a market-leading app and a globally recognised rewards system in eBucks. FNB has won multiple awards, including the Strongest Banking Brand in the World in the Brand Finance Banking 500 2023 report. FNB represents multiple opportunities for you to build an exciting and rewarding career. Especially if you want to change people’s lives, in an authentic, profound and sustainable way.

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