Client Portfolio Executive

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

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 managing existing clients, generating new leads, and growing active customer accounts.
• 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 optimize the use of people, finances, and technologies 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 bank's credit policy and within set time frames.
• Ensure compliance with legislative and audit requirements and adherence to relevant processes.
• Compile reports that track progress and guide business decisions.
• Continuously assess own performance, seek feedback, and request training where appropriate.
• Manage people by executing line manager responsibilities and creating an environment that encourages employee growth and performance excellence.

You will be an ideal candidate if you:

• Have obtained 3-5 years of commercial banking experience in a similar role.
• Possess a FAIS accredited qualification (NQF level 6, 7, etc.).
• Have exposure to credit applications in a commercial environment.
• Hold a RE qualification.
• Have credit management exposure.
• Have experience dealing with high-level customer queries.
• Can structure deals effectively.
• Are capable of acquiring new clients.
• Can manage and maintain client relationships.
• Maintain an 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!

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. Candidates can disclose disability information voluntarily. The bank will keep this information confidential unless required by law.

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