Branch Advisor FAIS
Fnb
Build and manage long-term client relationships to support retention and growth Provide a positive customer experience by being helpful and sensitive…
- Ventersdorp
- Full time
Fnb
To strategically lead and manage a portfolio of high-value clients, driving sustainable growth and profitability. This job focuses on building strong, trust-based relationships with key stakeholders, identifying and capitalising on new business opportunities, and expanding the portfolio through targeted client acquisition. Success is measured by client satisfaction, portfolio financial performance, compliance with governance standards, and effective onboarding of new clients.
Hello Future Business Relationship Manager (Agriculture), Pietermaritzburg,
Welcome to FNB, the home of the #playmakers. 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 talent team, 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 successful candidate will be based in our PMB offices.
You will be an ideal candidate if you
FAIS Compliant (RE5)
Relevant Business Degree (Financial)
Completed Matric qualification
2 – 4 years Credit and 3 – 5 years Relationship Management and Product Knowledge experience
Agric qualification or experience
Person must not be an unrehabilitated insolvent
In accordance with National Credit Act (NCA), candidates applying for this role will require a credit record check
We can be a match if you are
Analytical
Financial acumen
Attention to detail
Technology savvy
Ability to deal with customers (problem solving/ customer service)
Ability to interpret financial statements
Relationship management
Ability to network and build lead flow
Are you interested to take the step? We look forward to engaging with you further. Apply now
Strategically and operationally manage and grow a portfolio of high revenue generating clients. These responsibilities include the key relationship management of these key clients, seeking, identifying and exploiting business opportunities for the bank and growing the portfolio through the acquisition of new clients. Success will be measured through client satisfaction levels, financial performance of the portfolio, sound governance and new client acquisition
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
Set tactical goals and optmise 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
Manage people by executing line manager responsibilities and create an environment that encourages employee growth and performance excellence
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