FNB South Africa · 3 days ago
Client Portfolio Executive
Worcester, MA
Full-time
Onsite
Mid, Senior Level
3+ years expFNB South Africa is a dynamic organization that designs innovative products and services. They are seeking a Client Portfolio Executive to manage and grow a portfolio of high revenue generating business clients while ensuring compliance and optimizing operational efficiencies.
BankingCredit CardsCustomer ServiceDebit CardsFinancial ServicesLendingPaymentsPersonal FinanceWealth Management
Responsibilities
Manage and grow a portfolio of large commercial clients with complex banking needs
Drive customer service delivery in line with predefined standards and in support of operational efficiencies and objectives
Ensure growth in customer base by ensuring that the team manages existing clients, generates new leads and grows active customer account base
Develop and manage internal and external key stakeholder relationships that enable achievement of operational objectives
Set tactical goals and optimize the use of the people, finances and technology in order to realize those goals
Define a sales strategy and delivery plans in support of the strategic business objectives
Compose and present credit applications in accordance with the Banks Credit Policy and within set time frames for final assessment to the banks Credit department
Ensure compliance to legislative and audit requirements and adherence to relevant processes
Compile reports that track progress and guide business to make informed decisions
Continuously assess portfolio and own performance, seek timely and clear feedback and request training where appropriate
Manage people by executing line manager responsibilities and create an environment that encourages employee growth and performance excellence
Qualification
Required
Manage and grow a portfolio of large commercial clients with complex banking needs
Drive customer service delivery in line with predefined standards and in support of operational efficiencies and objectives
Ensure growth in customer base by ensuring that the team manages existing clients, generates new leads and grows active customer account base
Develop and manage internal and external key stakeholder relationships that enable achievement of operational objectives
Set tactical goals and optimize the use of the people, finances and technology in order to realize those goals
Define a sales strategy and delivery plans in support of the strategic business objectives
Compose and present credit applications in accordance with the Banks Credit Policy and within set time frames for final assessment to the banks Credit department
Ensure compliance to legislative and audit requirements and adherence to relevant processes
Compile reports that track progress and guide business to make informed decisions
Continuously assess portfolio and own performance, seek timely and clear feedback and request training where appropriate
Manage people by executing line manager responsibilities and create an environment that encourages employee growth and performance excellence
Obtained 3-5 years Commercial Banking experience in a similar role
Appropriate Degree or post grad qualification
Exposure to the preparation and/or assessment of complex Credit Applications in a commercial environment
RE qualification
Experience in dealing with complex client structures and customer queries
The ability to build strong interpersonal relationships to maintain and grow a profitable client base
The ability to drive your own performance, continuously seek to grow and learn and strive towards excellence in everything you do
Are not an unrehabilitated insolvent
Preferred
Adaptable and curious
Sales driven
Thrive in a collaborative environment
Client-centric
Benefits
Opportunities to network and collaborate
A challenging working environment
Opportunities to innovate
Company
FNB South Africa
While ‘help’ constitutes a core brand value within FNB, we also practice an overall ethos underpinned by the concept of ‘better business; better world’.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Harry Kellan
FNB CEO and CEO Retail & Commercial
L
Lynette Kloppers
CEO
Recent News
2025-11-12
Company data provided by crunchbase