Account Executive Assistant

FirstRand Bank Limited; Durban; On-site; ZAR 400,000 - 600,000; Full time

Job summary

A leading financial institution in Durban is seeking a candidate to support the Account Executive by managing a portfolio of clients. The ideal candidate will have a relevant Financial Degree, 3-4 years of experience in the banking sector, and a client-centric approach. This role involves delivering exceptional service, advising on customer queries, and monitoring quality standards. Opportunities for networking and collaboration are available in a challenging yet supportive environment.

Benefits

Opportunities to network and collaborate

Challenging working environment

Opportunities to innovate

Qualifications

• 3 - 4 years’ relevant relationship experience within the financial/banking sector.
• Not unrehabilitated insolvent.

Responsibilities

• Manage and administer a portfolio of clients.
• Deliver exceptional service through education and suitable solutions.
• Advise on the effective resolution of customer queries.
• Monitor process turnaround times and quality standards.

Skills

Client-centric

Relationship management

Risk management

Education

Relevant Financial Degree (CA preferred)

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.

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 Inland, 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.

Are you someone who can :

• Support the Account Executive by managing and administering a portfolio of clients, including the application of approval and ongoing quality risk management of the clients' credit facilities.
• Deliver exceptional service through educating the client, offering appropriate solutions, and ensuring the relationship is maintained.
• Advise on and support the effective resolution of customer queries to ensure customer satisfaction and retention.
• Continuously monitor process turnaround times and quality standards, resolving issues promptly to enhance client service delivery.

You will be an ideal candidate if you :

• Have a relevant Financial Degree (CA preferred).
• Have 3 - 4 years’ relevant relationship experience within the financial/banking sector.
• Are not an unrehabilitated insolvent.

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.
• 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!

Post LI-SM7

Note that applications will not be accepted after 02/08/25. Kindly submit your application before the closing 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 can disclose their disability information voluntarily; this information will be kept confidential unless required by law.