Lending Specialist

Wesbank; Durban; On-site; ZAR 350,000 - 600,000; Full time

Job summary

Wesbank in Durban seeks a Lending Specialist to proactively acquire clients and expand portfolios with tailored lending solutions for high net worth and high-income clients. You will analyse trends, compile reports, and maintain compliance with governance standards while acting as a trusted financial services partner.

The role emphasizes relationship building, product knowledge, and timely, accurate service delivery to achieve sales targets and strengthen client value with FirstRand’s wealth

Qualifications

• Experience in acquiring and managing high net worth client portfolios.
• Strong understanding of lending products and processes.
• Knowledge of regulatory requirements and governance standards.

Responsibilities

• Proactively acquire new clients and grow existing portfolios.
• Provide holistic lending solutions for high net worth and high-income clients.
• Analyse trends and provide reports to support service delivery and decision making.
• Ensure compliance with statutory, policy and governance requirements.
• Maintain expert knowledge on product approvals, procedures and timelines.
• Engage with clients to understand needs and advise best options.

Skills

Client acquisition

Lending products knowledge

Compliance and governance

Stakeholder management

Data analysis

Job description

## Lending SpecialistApply: Durban: Posted Today: End Date: September 26, 2026 (3 days left to apply): R53815# **Job Description**To proactively acquire new clients and develop, maintain and expand existing clients' portfolios by leveraging market leading lending solutions. This role entails the provision of holistic, and appropriate lending solutions that solve for the needs of high net worth, and high-income clients.* Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data.* Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.* Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities.* Be an ambassador for the bank as a financial service provider encompassing internal values and ethical standards.* Maintain expert knowledge on all FirstRand approved products, application procedure, processing and timelines to drive and achieve relevant objectives.* Ensure that the quality of advice remains high and consistent and in line with bank’s philosophy and product approved matrix.* Liaise and interact with clients and or customers via approved communication channels in a positive and helpful manner.* Respond to customer requests in a timely and efficient manner.* Increase the effectiveness and efficiency of operational services by communicating with and actioning stakeholder concerns.* Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability.* Ensure implementation of relevant policies, governance and practice standards across the business.* Maintain expert knowledge on relevant legislative amendments, industry best practices and business’s internal compliance procedures and requirements.* Ensure compliance is adopted in terms of systems and procedures as laid out by business.* Implement and provide input into the development of governance and compliance procedures and processes within area of specialisation and identify risks.* Engage with clients to understand their unique requirements, drive value optimisation and advise best options for product integration and wealth management.* Manage the growth of active customer account base.* Identify and implement on opportunities for revenue growth to deliver on sales targets.* Prevent wastage and identify process improvements to contain and reduce costs.* Develop and manage key stakeholder relationships that enable achievement of operational objectives.* Assess own performance through seeking timely, and clear feedback and request training where appropriate.# # **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.**26/09/26All 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.