Account Executive Assistant

FNB South Africa; Cape Town; On-site; ZAR 30,000 - 50,000; Full time

Job summary

A leading financial institution in Cape Town is seeking an Account Executive Assistant to support the client portfolio and enhance service delivery. The ideal candidate will have a relevant degree and a minimum of 3-4 years in relationship management within the banking sector. This role offers networking opportunities, a challenging environment, and a focus on sales efficiency.

Benefits

Opportunities to network and collaborate

A challenging working environment

Opportunities to innovate

Qualifications

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

Responsibilities

• Support the Account Executive with client portfolio management.
• Monitor process turnaround times and quality standards.
• Manage existing clients and grow portfolio.
• Educate customers on products for retention.

Skills

Client relationship management

Sales lead generation

Financial analysis

Risk management

Education

Relevant Degree

Job description

Job title : Account Executive Assistant

Job Location : Western Cape, Cape Town
Deadline : October 05, 2025
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Overview

Job title: Account Executive Assistant. Location: Western Cape, Cape Town. Deadline: October 05, 2025. Quick Recommended Links:

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Responsibilities

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

The Ideal candidate must have the following exposure

• Achieve net profit growth for the business.
• 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.
• Manage existing clients and grow portfolio through making contact and generating leads.
• Manage sales lead pipeline and enter all qualified leads into the pipeline and maintain.
• Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention.
• Inform and educate customers on products to ensure retention of existing customers; increase sales revenue and increase the organisation's customer base.
• Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.
• Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines.
• Ensure compliance is adopted in terms of systems and procedures as laid out by FNB.
• Track, control and influence sales activities with the specific aim to increase sales efficiencies of the team.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
• 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

• Relevant Degree.
• 3 – 4 year’s relevant relationship experience.
• 4 years 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

End Date

End Date : September 30, 2025

• Accounting / Financial Services jobs