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Job Post Details

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Client Portfolio Analyst - job post

FirstRand
4.0 out of 5 stars
Cape Town, Western Cape
Full-time

Location

Cape Town, Western Cape

Full job description

Job Description
To support the Client Portfolio Executive by managing and administering a portfolio of clients including the application of an approval and ongoing quality risk management of the client’s credit facilities.
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 Sales and Service Cape Metro 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
  • FAIS Accredited 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

Apply now if you are interested in taking the next step. We look forward to engaging with you!

Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
07/12/25
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.
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