Account Executive Assistant

Firstrand Bank Limited; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading bank in South Africa is seeking a candidate to support the Account Executive in managing client portfolios and credit applications. The ideal candidate will have 3-4 years of experience in the banking sector, demonstrating adaptability and a client-centric approach. This role offers opportunities for networking and innovation in a collaborative environment.

Benefits

Networking opportunities

Challenging working environment

Opportunities to innovate

Qualifications

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

Responsibilities

• Manage and administer a portfolio of clients including credit application processes.
• Deliver exceptional service and maintain client relationships.
• Monitor process turnaround times and resolve issues promptly.

Skills

Client-centric

Adaptability

Collaboration

Job description

To support the Account Executive by analysing, managing, and administering a portfolio of clients, including the credit application process 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.

About FNB

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.

Team Environment

As part of our team in FNB Commercial Sales and Service (Cape Metro), 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.

Ideal Candidate Exposure

• Achieve net profit growth for the business.
• Deliver exceptional service by educating clients, offering appropriate solutions, and maintaining relationships.
• Monitor process turnaround times and quality standards, resolving issues promptly to enhance service delivery.
• Manage existing clients and grow the portfolio through contact and lead generation.
• Manage sales lead pipeline, entering and maintaining qualified leads.
• Support the resolution of customer queries to ensure satisfaction and retention.
• Educate customers on products to retain existing customers, increase sales revenue, and expand the customer base.
• Administer, plan, and complete activities efficiently and effectively.
• Check transactions daily to ensure timely closure of new business applications.
• Ensure compliance with systems and procedures as laid out by FNB.
• Track 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 necessary competencies and skills for personal growth and performance.

Candidate Requirements

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

Opportunities

• Networking and collaboration opportunities.
• A challenging working environment.
• Opportunities to innovate.

Ideal Traits

• Adaptable and curious.
• Thrives in a collaborative environment.
• Client-centric

Application Details

Apply now to take the next step. We look forward to engaging with you!

Additional Information

Post: LI-TG2

Note: Applications will not be accepted after 15/11/24. Please submit applications before this date.

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 voluntarily disclose disability information, which will be kept confidential unless legally required otherwise.