Portfolio Analyst: Cape Town - First National Bank

eg. Accountant or Accounting or Kempinski



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First National Bank Banking Jobs in Cape Town


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Purpose

  • Assists with Ongoing Credit Management and Ongoing Risk Management, or Collection support and administration to control exposure.

Responsibilities

  • Manage costs / expenses within approved budget to achieve cost efficiencies
  • Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate solutions
  • Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members
  • Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders
  • Monitor daily overdrawn printouts and undertake refers to reduce overdrawn accounts
  • Comply with governance in terms of legislative and audit requirements
  • Monitor and control branch OCS queues, SAD queues to reduce number of activities required to zero.
  • Approval of all facility requests within LDA. Analyse facility requests outside LDA with recommendation to management
  • Monitor / manage / close dormant accounts to increase retention of client base and decrease cost
  • Monitor and manage the categorisation of accounts within portfolio and manage triggered accounts to ensure client portfolio is up to date.
  • Monitor and manage the collection process to increase efficiencies and increase recovery
  • Gather and distribute relevant business information
  • Manage personal development to increase own skills and competencies


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Experience and Qualifications

  • Grade 12, Bankers Examinations or Bank’s in-house credit related courses or modules an advantage.
  • Banking experience managerial and or specialist responsibilities.
  • Trade finance and foreign exchange.
  • 5 Years experience in a sales management role.
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