28 September 2022

Job Opportunity at First National Bank (FNB) Client Portfolio Executive

  Nasseb Abdallah       28 September 2022

Job Opportunity at First National Bank (FNB) Client Portfolio Executive

Client Portfolio Executive

Role Purpose

Responsible for the oversight of all activities performed by team representatives serving a client segment of 150 million plus.


  • Track, control and influence sales activities with the specific aim to increase sales efficiencies of the team.
  • Achieve net profit growth for the business.
  • Drive an increase in average balance of specific portfolio of liabilities.
  • Manage costs or expenses within approved budget to achieve cost efficiencies.
  • 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.
  • Manage and grow existing clients and grow portfolio through pro-active portfolio management.
  • Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
  • Know and understand customer needs in order to deliver a quality service and recommend appropriate solutions.
  • Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention.
  • Maximise Business Portfolio, cross sell opportunities and strengthen client relationships.
  • Manage the growth of active customer account base to increase client base
  • Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
  • Analyse and understand complex client needs and provide appropriate solutions through deal structuring.
  • Manage sales lead pipeline and enter all qualified leads into the pipeline and maintain.
  • Translate strategies into actionable goals and execute relevant projects /initiatives aligned to strategic objectives with specific performance measures and control systems to track progress
  • Ensure compliance is adopted in terms of systems and procedures as laid out by FNB.
  • Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability
  • 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.
  • Initiate, prepare and present credit proposals to the relevant credit committee to secure credit facilities for clients within the credit policy.
  • 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.
  • Ensure timeous, clear contracting and assessment of performance expectations in line with identified objectives and enable a learning and growth culture.

Client Portfolio Executive Job Vacancy at First National Bank (FNB)

Additional Requirements

  • In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
  • No Referral plan is assigned to this job

Experience and Qualification

  • Minimum Qualification: Relevant Degree.
  • Experience: 3 – 4 Years judgmental credit experience.
  • Person must not be an unrehabilitated insolvent.
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