Client Portfolio Analyst

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Description

    • Strong client facing skills
    • Strong communication skills
    • Very strong judgemental credit background
    • RE5
    • Bachelor of Commerce
    • capability to manage ad-hoc administration It is inherent to the role that the incumbent is honest in dealing with cash and financial transactions. As such, it is a pre-requisite for candidates to undergo consumer credit record checks to enable the Employer to ascertain whether the candidate’s credit record is acceptable
    • 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 FNB’s 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 FNB.
    • 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.


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