Client Portfolio Analyst

To support the Client Portfolio Executive in effectively managing and administering a client portfolio by overseeing the approval process and ensuring ongoing quality and risk management of clients’ credit facilities. This job ensures compliance with internal policies and regulatory standards while enabling sustainable client relationships.

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 CCB (Bloemfontein) 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

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 business 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 business.

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.

You will be an ideal candidate if you

Have obtained 2-3 years experience in an Analyst role in the Commercial Banking environment

Have obtained a Bachelor of Business Administration/Finance related qualification

FAIS Accredited qualification

Exposure to Credit Applications in Commercial environment.

RE5 Preferential

Sales and Credit exposure essential

Have experience of dealing with high level customer queries in business environment

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!