Strategic Client Support Specialist
4 weeks ago
Key Responsibilities
Client Support
- Manage and administer a portfolio of clients, including credit application process and ongoing quality risk management of clients' credit facilities and credit data.
- Evaluate and estimate the degree of risk in extending credit or lending money in support of a broader client relationship.
Business Development
- Deliver exceptional service through educating clients, offering appropriate solutions, and maintaining relationships.
- Monitor actual process turnaround times and quality standards, and resolve issues speedily to enhance effective client service delivery.
- Manage existing clients and grow the portfolio through making contact and generating leads.
Sales and Marketing
- Manage sales lead pipeline and enter all qualified leads into the pipeline and maintain.
- Advise on and provide support to ensure the effective resolution of customer queries to ensure customer satisfaction and retention.
- Inform and educate customers on products to ensure retention of existing customers, increase sales revenue, and increase the organisation's customer base.
Compliance and Governance
- Ensure compliance is adopted in terms of systems and procedures as laid out by FNB.
- Track, control, and influence sales activities with the specific aim to increase sales efficiencies of the team.
- Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
Professional Development
- 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.
Requirements
- Relevant degree.
- 3 – 4 year's relevant relationship experience.
- 4 years in the financial / banking sector.
About the Role
- This role is ideal for individuals who are adaptable, curious, sales-driven, thrive in a collaborative environment, and are client-centric.
About Us
- FNB is a leading bank that offers a range of products and services to individuals and businesses.
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