Platform Specialist-5

FirstRand Bank Limited; East London; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A leading bank in South Africa is seeking a Commercial Banking professional to manage client portfolios and enhance digital banking adoption. The role focuses on client training, relationship management, and driving performance goals. The ideal candidate should have 2-3 years of experience in a similar role and a client-centric approach within a collaborative environment. Applications close on 14/11/24.

Qualifications

• 2-3 years of Commercial Banking experience in a similar role.
• Experience in customer dealings.
• No unrehabilitated insolvency.

Responsibilities

• Manage portfolios and optimize client usage of the online banking platform.
• Train clients to utilize online banking functionalities.
• Build relationships to manage expectations and share knowledge.

Skills

Client-centric

Adaptability

Collaboration

Job description

To provide subject matter expertise to clients on all the functionality within the online banking platform.

To manage portfolios and ensure digital profiles through registration, training, and onboarding of new or existing clients.

Welcome to FNB, the home of the #changeables. We design for shapeshifters and deliver products and services that make us proud of the people who make it happen.

As part of our team in FNB Commercial Sales and Service Eastern Cape, you will be surrounded by unique talents, diverse minds, and an adaptable environment that encourages curiosity. Now’s the time to imagine your potential in a team where experts come together to ignite effective change.

Ideal candidate exposure includes:

• Optimising client usage by growing the digital vertical sales index (VSI), increasing revenue and volumes.
• Managing a portfolio of clients related to platform requirements.
• Providing ongoing consultation to clients for relationship management and retention.
• Optimising product usage (VSI) and increasing transaction volumes across digital channels to achieve revenue targets.
• Onboarding new clients onto the platform.
• Training clients to utilise all online banking functionalities.
• Executing projects and campaigns within scope, such as promoting simple payments.
• Ensuring compliance with legal and documentation requirements.
• Updating client information regularly on relevant systems.
• Extracting and analysing reports for portfolio management.
• Continuously improving products and processes.
• Preparing and delivering product presentations to clients.
• Building relationships to manage expectations, share knowledge, and gain buy-in.
• Engaging in cross-functional relationships for support.
• Applying a client-centric approach to maximise service and product offerings, ensuring a positive client experience.
• Understanding client needs to deliver quality service.
• Aligning client solutions with business standards and values.
• Communicating implementation plans and securing buy-in.
• Maintaining technical accuracy in product knowledge and providing relevant information to clients.

Similarly, in FNB Commercial Sales and Service (Cape Town), the candidate will:

• Manage cost-to-income ratios to increase profitability and efficiency.
• Enhance business performance and profitability.
• Drive customer service goals aligned with standards and operational objectives.
• Grow the customer base through existing client management and new lead generation.
• Develop stakeholder relationships to meet operational goals.
• Support customer migration initiatives and improve efficiencies.
• Set tactical goals and optimise resources to achieve them.
• Define sales strategies supporting business objectives.
• Assess credit applications per policy and within timeframes.
• Ensure compliance with legislative and audit standards.
• Prepare reports to track progress and inform decision-making.
• Continuously evaluate personal performance and seek feedback and training.
• Manage team performance and foster growth environments.

The ideal candidate will have:

• 2-3 years of Commercial Banking experience in a similar role.
• Experience in customer dealings.
• No unrehabilitated insolvency.

Access to opportunities for networking, collaboration, innovation, and a challenging environment.

Suitable candidates are those who are:

• Adaptable and curious.
• Thriving in collaborative environments.
• Client-centric.

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

Note: Applications close on 14/11/24. Submit your application before this date.

FirstRand Group is committed to employment equity and supports the recruitment of individuals with disabilities. Candidates may disclose disability information voluntarily; confidentiality will be maintained unless legally required to disclose.