Sunday , February 5 2023

FNB Call Centre Jobs – Private Banking Analyst

Website FNB South Africa

Job Description:

To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

Job Responsibilities:

  • Provide sound services and recommendations based on customer and client needs, current information and trends.
  • Achieve expected financial targets and uphold associated service levels.
  • Develop and manage key stakeholder relationships that enable achievement of operational objectives.
  • Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
  • Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
  • Deliver exceptional and high quality advice that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
  • Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information.
  • Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
  • Ensure effective management of the leads pipeline.
  • Compile reports that track progress and guide business to make informed decisions
  • Act responsibly with work related resources in order to contribute to cost containment.

Qualification & Experience:

  • 2 – 3 years’ experience within a Sales/Service area of a financial environment.
  • Preferred Qualification: FAIS accreditation required (RE).
  • Relevant Degree in Finance or Economics or Accounting.

Job Details:

Company: FNB South Africa

Vacancy Type: Full Time

Job Functions: N/A

Job Location: Pietermaritzburg, Kwazulu Natal, SA

Application Deadline: N/A

Apply Here

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