About us, purpose, experience and qualifications about us Helpful Effective Ethical Innovative Accountable and you have one simple goal: to improve the lives of customers through simple, effective solutions that meet their needs, contact us today and join a winning team. All appointments will be made in line with the Bank’s Employment Equity plan The Bank actively supports the recruitment and advancement of individuals with disabilities. We recommend that candidates be encouraged to declare their disability and consult the Bank should they require reasonable accommodation.
To support the Account Executive by managing and administering a portfolio of clients including the application of an approval and ongoing quality risk management of the clients credit facilities.
experience and qualifications
3 – 4 year’s relevant relationship experience.
4 years in the financial / banking sector.
Strong client facing skills
Strong communication skills
Very strong judgemental credit background
Bachelor of Commerce
capability to manage ad-hoc administration It is inherent to the role that the incumbent is honest in dealing with cash and financial transactions. As such, it is a pre-requisite for candidates to undergo consumer credit record checks to enable the Employer to ascertain whether the candidate’s credit record is acceptable
Achieve net profit growth for the business.
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.
Manage existing clients and grow portfolio through making contact and generating leads.
Manage sales lead pipeline and enter all qualified leads into the pipeline and maintain.
Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention.
Inform and educate customers on products to ensure retention of existing customers; increase sales revenue and increase the organisation's customer base.
Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.
Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines.
Ensure compliance is adopted in terms of systems and procedures as laid out by FNB.
Track, control and influence sales activities with the specific aim to increase sales efficiencies of the team.
Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
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.