Client Portfolio Strategist - Commercial Banking

FirstRand Bank Limited; Bloemfontein; On-site; ZAR 360,000 - 480,000; Full time

Benefits offered by this job

Opportunities to network and collab or

Challenging working environment

Opportunities to innovate

Job summary

FirstRand Bank Limited in Bloemfontein is seeking an Analyst to support the client portfolio executive by overseeing the credit approval process and ensuring ongoing risk management.

You will educate clients, monitor turnaround times, and maintain strong relationships with end-users, SMEs, and project leaders while staying compliant with internal policies and regulatory standards. This role offers opportunities to grow within a dynamic banking team.

Qualifications

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

Responsibilities

• 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 stakeholders including end-users, SME’s, project managers and senior staff members.
• Maintain expert knowledge on relevant legislative amendments, industry best practices and internal compliance procedures.
• Accurately administer, plan for and complete activities within the area of work efficiently and on time.
• 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 and data trends.
• Accumulate information to review progress that informs reporting and decision making.
• Create development and review plans with team leader or manager.

Skills

Client portfolio management

Credit applications

Stakeholder management

Regulatory compliance

Analytical thinking

Education

Bachelor of Business Administration/Finance related qualification

Job description

FirstRand Bank Limited in Bloemfontein is seeking an Analyst to support the client portfolio executive by overseeing the credit approval process and ensuring ongoing risk management.

You will educate clients, monitor turnaround times, and maintain strong relationships with end-users, SMEs, and project leaders while staying compliant with internal policies and regulatory standards. This role offers opportunities to grow within a dynamic banking team.