Client Portfolio Analyst

First National Bank

Location
Northern Cape
Minimum qualification
Bachelor's degree
Closing date

First listed . Last checked at source .

In brief

Overview This role is for a Client Portfolio Analyst at First National Bank. The position involves delivering exceptional client service, ensuring compliance and quality standards, managing stakeholder relationships, and conducting analysis to improve business performance within a commercial banking environment. The ideal candidate will be focused on client solutions, business intelligence, and continuous personal development. What you will do * 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 business 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 business. * 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. Requirements (from the original advert) * 2-3 years experience in an Analyst role in the Commercial Banking environment * Bachelor of Business Administration/Finance related qualification * Exposure to Credit Applications in Commercial environment. * RE5 Preferential * Sales and Credit exposure essential * Experience of dealing with high level customer queries in business environment Who should apply * Adaptable and curious * Sales driven * Thrives in a collaborative environment * Client-centric Deadline October 10, 2026 Reference Original posting: https://www.myjobmag.co.za/job/client-portfolio-analyst-fnb-south-africa-2 Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

  • At least 2 years of experience.

Extracted automatically from the advert; confirm requirements on the original listing.

Job description

The Ideal candidate must have the following exposure: * 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 business 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 business. * 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. You will be an ideal candidate if you: * Have obtained 2-3 years experience in an Analyst role in the Commercial Banking environment * Have obtained a Bachelor of Business Administration/Finance related qualification * Exposure to Credit Applications in Commercial environment. * RE5 Preferential * Sales and Credit exposure essential * Have experience of dealing with high level customer queries in business environment You will have access to: * Opportunities to network and collaborate * A challenging working environment * Opportunities to innovate We can be a match if you are: * Adaptable and curious * Sales driven * Thrive in a collaborative environment * Client-centric End Date: October 10, 2026

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