Purpose
To proactively service a portfolio of clients with the objective of addressing their financial needs and to ensure profitability and retention of client base.
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Experience and Qualifications
- Degree in Business or Related field.
- Banking and general financial knowledge.
- Internal banking policies and systems knowledge.
- Certificate of Proficiency (short and/or long).
Additional requirements
- Strong presentation skills
- 4 years service industry management experience
- Internal banking policies and systems knowledge Certificate of Proficiency (short and/or long
Responsibilities
- To reactively and proactively service a portfolio of clients with the objective of addressing their financial needs.
- Management of credit risk in line with procedures and legislation.
- To build enduring rewarding relationships through increasing product holding per clients.
- To provide a point of contact to Premier clients within FNB.
- To log, resolve and escalate when necessary, all clients complaints, queries, issues and communication.
- To achieve performance targets, customer satisfaction and data quality in line with performance scorecard.
- To aggressively look for business, both externally and internally.
- To be able to recognize opportunities in client base and pass on lead referrals for advice to specialists.
- To assist in offering the client advice through various channels.
- To fulfill sales of accredited products for clients.