Client Portfolio Analyst

About us, purpose, experience and qualifications

**about us**:

- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing

**purpose**:
**experience and qualifications**:

- Relevant Business Degree.
- 3 to 4 Years Credit and relationship management experience.**additional requirements**:
**responsibilities**:

- 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.