Account Executive Assistant

FNB South Africa; Bellville; On-site; ZAR 40,000 - 60,000; Full time

Job summary

A major financial services institution in Bellville is seeking a client-focused professional to manage client portfolios and ensure exceptional service delivery. The ideal candidate will hold a relevant degree and possess significant experience in banking or finance, with strong skills in relationship management and sales. This role offers a chance to thrive in a dynamic team and contribute to client satisfaction.

Benefits

Opportunities to network and collaborate

Challenging working environment

Opportunities to innovate

Qualifications

• 3–4 years of relevant relationship experience.
• 4 years of experience in the financial/banking sector.

Responsibilities

• Analyse and manage a portfolio of clients' credit facilities.
• Deliver exceptional client service and education.
• Manage sales lead pipeline and generate leads.
• Ensure compliance with organizational systems.

Skills

Customer experience skills

Sales proficiency

Client education

Lead management

Problem solving

Education

Relevant degree

Job description

Job Description

To support the Account Executive by analysing, managing, and administering a portfolio of clients, including credit application processes and ongoing quality risk management of the clients' credit facilities and credit data to estimate the degree of risk in extending credit or lending money in support of a broader client relationship.

Welcome to FNB

The home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of the people who make it happen.

As part of our team in FNB Commercial Sales and Service (Willowbridge), 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

• Achieve net profit growth for the business.
• Deliver exceptional service through educating the client, offering appropriate solutions, and ensuring the relationship is maintained.
• Continuously monitor process turnaround times and quality standards, resolving issues swiftly to enhance client service delivery.
• Manage existing clients and grow the portfolio through making contact and generating leads.
• Manage sales lead pipeline, enter all qualified leads, and maintain the pipeline.
• Advise on and support the effective resolution of customer queries to ensure satisfaction and retention.
• Inform and educate customers on products to ensure retention, increase sales revenue, and grow the customer base.
• Accurately administer, plan, and complete activities efficiently and within timelines.
• Check all transactions daily to ensure new business applications are closed timely.
• Ensure compliance with systems and procedures as laid out by FNB.
• Track, control, and influence sales activities to increase team efficiency.
• Provide regular reports on service delivery against SLAs and customer targets.
• Create and review personal development plans with team leaders or managers.
• Identify and master the competencies and skills required for personal development and performance.
• Must have exceptional customer experience skills.

You Will Be An Ideal Candidate If You

• Have a relevant degree.
• Have 3–4 years of relevant relationship experience.
• Have 4 years of experience in the financial/banking sector.

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!

Job Details

Note that applications will not be accepted after 03/08/25. Please submit your application before the deadline.

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 may disclose disability information voluntarily; this will be kept confidential unless required by law.