Client Portfolio Analyst

FNB South Africa; Upington; On-site; ZAR 360,000 - 600,000; Full time

Job summary

FNB South Africa in Upington seeks an Analyst to support the Client Portfolio Executive by managing a client portfolio, overseeing the approval process and ensuring ongoing quality and risk management of credit facilities. This role ensures compliance with internal policies and regulatory standards while enabling sustainable client relationships.

You will work with stakeholders to monitor delivery and contribute to reporting and decisions.

Qualifications

• 2-3 years experience in an Analyst role in the Commercial Banking environment.
• Bachelor of Business Administration/Finance related qualification.
• Exposure to Credit Applications in Commercial environment.
• RE5 Preferential.
• Sales and Credit exposure essential.
• Experience dealing with high level customer queries in a business environment.

Responsibilities

• Deliver exceptional service by educating the client, offering appropriate solutions and maintaining the relationship.
• Monitor process turnaround times and quality standards, resolving issues quickly to improve service delivery.
• Cultivate relationships with stakeholders including end-users, SME’s, project managers and senior staff.
• Maintain knowledge on legislative amendments, industry practices and internal compliance procedures.
• Administer and plan activities efficiently within area of work and ensure compliance with systems and procedures.
• Develop materials and documentation including standards, templates, guidelines and processes.
• Provide accurate business intelligence and analyze trends to identify improvements and opportunities.
• Contribute to reporting and decision making for ongoing improvement.

Skills

Analytical thinking

Stakeholder management

Client service

Education

Bachelor of Business Administration/Finance

Job description

Job Description
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.

Job Description
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 Commercial and Corporate Banking (Upington) 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
• 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

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

#Post
#FNB
Important Closing Date Note
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
10/10/26
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. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.