Banking Analyst Job Description Hello future Banking Analyst – Welcome to FNB, the home of the changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Role Purpose To assist in proactively managing a portfolio of FNB Private Wealth Clients alongside a Banking Specialist, through the 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. Responsibilities Contribute to a culture of service excellence, building positive relationships and providing opportunities for feedback and exceptional service. Understand and market all financial services solutions within the relevant business offering. Assist with profit growth for the business. Ensure effective management of the leads pipeline. Develop, encourage and nurture collaborative relationships across the FRG. Continuously assess own performance, seek timely and clear feedback and request training where appropriate. Contribute to innovation by finding faster and more accurate ways of working. Provide an efficient administration service through careful and timely planning, reporting and updating of all relevant information. Develop and manage key stakeholder relationships that enable achievement of operational objectives. Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions. Act responsibly with work-related resources in order to contribute to cost containment. Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base. Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation. Provide sound services and recommendations based on customer and client needs, current information and trends. Achieve expected financial targets and uphold associated service levels. Qualifications RE5 Certificate with a Degree NQF7 level in Finance or Accounting. 2 to 3 years of experience within a Sales/Service area of a financial environment. A person must not be unrehabilitated insolvent. Additional Considerations Ideal candidate traits: Curious and courageous, driven by a desire to learn and master, constantly pushing to improve performance. Opportunities to network and collaborate with challenging working opportunities to innovate. Important Closing Date Applications will not be accepted on or after 03/06/26. Please submit your application before this date. Legal and EEO Statements All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose. #J-18808-Ljbffr
Banking Analyst
FIRSTRAND BANK LIMITED
johannesburg, johannesburg
Published 3 days ago
Report job