Account Executive Assistant

About the Role

To provide analytical, administrative, and risk management support to the Account Executive by overseeing a portfolio of clients. This includes managing the credit application process, maintaining the integrity of credit data, and conducting ongoing assessments of credit facilities to evaluate and mitigate risk, thereby supporting the broader client relationship strategy.

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. As part of our team in FNB Commercial Sales and Service (Cape Metro), you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Responsibilities

• Achieve net profit growth for the business.
• 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.
• Manage existing clients and grow portfolio through making contact and generating leads.
• Manage sales lead pipeline and enter all qualified leads into the pipeline and maintain.
• Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention.
• Inform and educate customers on products to ensure retention of existing customers; increase sales revenue and increase the organisation's customer base.
• Accurately administer, plan for and complete activities within area of work in an efficient, effective and timeous manner.
• Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines.
• Ensure compliance is adopted in terms of systems and procedures as laid out by FNB.
• Track, control and influence sales activities with the specific aim to increase sales efficiencies of the team.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.
• 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.

Qualifications

• Have a Relevant Degree or Bachelor of Commerce
• 3 – 4 year’s relevant relationship experience.
• 4 years in the financial / banking sector.

What We Offer

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate

About You

• Adaptable and curious
• Sales driven
• Thrive in a collaborative environment
• Client-centric

Important Notes

• Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below: 22/05/26
• 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 for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
• Introduce yourself to our recruiters and we will get in touch if there's a role that seems like a good match.
• Should you have any queries, please log it via MyQ.

About FirstRand

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services

The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group's track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group’s purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.