Client Portfolio Analyst

Client Portfolio Analyst


Client Portfolio Analyst

Details of the offer

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 Client Portfolio Executive by managing and administering a portfolio of clients including the application of an approval and ongoing quality risk management of the client’s credit facilities.
experience and qualifications
Relevant Business Degree.
3 to 4 Years Credit and relationship management experience.

additional requirements
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
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.
Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members
Maintain expert knowledge on relevant legislative amendments, industry best practices and FNB’s internal compliance procedures and requirements.
Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.
Ensure compliance is adopted in terms of systems and procedures as laid out by FNB.
Develop materials and documentation including minimum standards, templates, guidelines, FAQ’s and processes.
Ensure analysis is conducted to identify business performance improvements and reengineering initiatives
Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data
Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities
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.

Source: Jobs4It


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