49 Banking jobs in Cape Town

Direct message the job poster from FNB South Africa

Job Description

To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, 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.

Job Description

To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, 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.

BANKING ADVISOR - PORTSIDE

Welcome to FNB, the home of the changeables. We design shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Banking & Advisory Team, 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.

Are You Someone Who Can

• Proactively manage a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfillment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.
• Build sound relationships based on trust and openness.
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
• Understand and market all financial services solutions within the relevant business offering.
• Assist with profit growth for the business through ensure effective management of the leads pipeline.
• Consistently produce high-quality outputs within agreed deadlines.
  
  

• Minimum Qualification - RE5 Certificate with a Degree NQF7 (FSCA Approved) level in Finance or Accounting
• Experience - 2 to 3 years’ experience within a Sales/Service area of a financial environment, Banking would be preferred.
• A person must not be unrehabilitated insolvent.
  
  

• Opportunities to network and collaborate.
• Challenging Working Opportunities to innovate.
  
  

• Curious & courageous - you are driven by always wanting to know more and learn more and you are brave enough to Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it.
• Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
• Comply with relevant statutory, legislative, policy and governance requirements and set processes and procedures related to specialization.
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Banking

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Time left to apply: End Date: July 6, 2025 (9 days left to apply)

Job requisition id: R35783

To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales, and service fulfilment, with the goal of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

BANKING ADVISOR - PORTSIDE

Welcome to FNB, the home of the changeables. We design shapeshifters and deliver products and services that make us incredibly proud of the people who make it happen. As part of our Private Banking & Advisory Team, 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.

Are you someone who can:

• Proactively manage a portfolio of affluent clients with a team of Private Bankers through analysis, research, sales, and service fulfillment, aiming to identify new opportunities and grow existing client portfolios through stakeholder management.
• Build sound relationships based on trust and openness.
• 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 by effectively managing the leads pipeline.
• Consistently produce high-quality outputs within deadlines.

You will be an ideal candidate if you:

• Have a minimum qualification of RE5 Certificate and a Degree NQF7 (FSCA Approved) level in Finance or Accounting.
• Have 2 to 3 years’ experience in Sales/Service within a financial environment; banking experience preferred.
• Are not unrehabilitated insolvent.

You will have access to:

• Opportunities to network and collaborate.
• Challenging opportunities to innovate.

We can be a match if you are:

• Curious & courageous — driven by a desire to learn and brave enough to take on challenges.
• Obsessed with mastery — committed to becoming skilled and continuously improving.
• Focused on growth — managing existing clients, generating new leads, and expanding active customer accounts.
• Compliant with relevant statutory, legislative, policy, and governance requirements.

Interested in taking the next step? We look forward to engaging with you. Apply now!

Additional Requirements

Applicants will require a credit record check in accordance with the National Credit Act (NCA).

#LI-NK3

#POST

#FNB

Please submit your application before the closing date: July 6, 2025.

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. Candidates may disclose disability information voluntarily; this will be kept confidential unless required by law.

Introduce yourself to our recruiters. We will contact you if there's a suitable role.

For queries, please log via MyQ.

FNB serves retail and commercial customers with a range of financial and insurance products, innovative savings and investment solutions, and a digital universe to navigate life's challenges. Recognized globally, FNB has won multiple awards, including the Strongest Banking Brand in the World in 2023. We offer opportunities to build an exciting and rewarding career, especially if you want to make a meaningful impact on people's lives.

Business Segment: Business & Commercial Banking

To lead and manage the Enterprise Direct capability in a Province; to deliver the Provincial Enterprise Direct capability value proposition for Enterprise Direct. To support the Head, Enterprise Direct to drive and deliver a value adding sales and service solutions directed by the Enterprise Direct value proposition, that will grow the customer base. To ensure the day-to-day Enterprise Direct operations managed through effective coordination between all value chain functions.

Qualifications

Minimum Qualifications
Type of Qualification: First Degree (FAIS required)
Field of Study: Business Commerce

Experience Required

Enterprise Direct Propositions
Business & Commercial Banking
8-10 years proven successful sales track record in the financial services industry. Advanced product knowledge including specialized products and financial structures. Advanced experience and knowledge in Credit and Compliance matters. Negotiating skills and conflict handling. Significant people management experience, leading teams and motivating people.

We are looking for a detail-oriented team player who can meet multiple deadlines, problem-solve, prioritize effectively, maintain calm, and communicate effectively with the Finance Manager, the team, and external stakeholders.

1. Reporting to the Finance Banking Manager, ensure the reconciliation of all company bank and GL accounts within the stipulated time period, and resolve/report on all discrepancies.
2. Ensure policies, procedures, and timelines are followed when collecting documentation from stores regarding queries/discrepancies.
3. Incorporate new business developments into the daily reconciliation process where relevant (new stores, bank accounts, acquisitions, tender types).
4. Liaise with local and foreign banks regarding charges and cash banking queries.
5. Ensure all queries are resolved within the permitted timeframes.
6. Achieve all KPIs.
7. Assist the banking team with stand-in support in the absence of team members.
8. Liaise with external and internal auditors as required.

Qualifications

• Matric plus solid work experience.
• Post-matric qualifications are advantageous.

Experience / Knowledge

• Experience in a finance retail environment is advantageous.
• Experience in general finance processes including bank reconciliations, foreign currency translation and conversion, bank card queries, and resolving bank discrepancies.
• Strong computer skills: Microsoft Office suite (Outlook, Excel, Word), Oracle Financials, Business Online, new Business Online (Africa), and an appropriate bank reconciliation system.

• Reconciliation of bank accounts across multiple organizations.
• Confident interaction with superiors and customers.
• Effective liaising with local and foreign banking institutions and regulators.
• Handling and resolving client queries accurately and promptly.
• Coordinating and completing banking month-end functions.
• Ability to work as part of a team.
• Prioritize work appropriately.
• Meet tight deadlines and work under pressure.

• Self-starter, motivated, and self-managed.
• Organized and focused.
• Team-oriented.
• Positive energy and attitude.
• Ability to multitask.

We are committed to Employment Equity and the development of candidates from designated groups. Internal candidates will be considered first to support our employment equity goals.

About you and the key skills we’re looking for.

Your proven record as a Data Analyst within finance highlights your data interpretation prowess. Proficiency in Python, R, or SQL enables insightful data analysis. Your adeptness with tools like Tableau, Power BI, or matplotlib aids concise data visualization. Comprehension of financial concepts, coupled with clear communication for non-technical stakeholders, underscores your holistic approach. Your familiarity with big data and machine learning enhances your analytical edge for this role.

What you will be doing:

As a Data Analyst, you will be responsible for collecting, processing, analysing, and interpreting large datasets to support informed business decisions. You will collaborate closely with cross-functional teams, including business stakeholders, data scientists, and IT professionals, to ensure accurate and actionable insights are provided.

Some of your duties include:

• Data Collection and cleaning
• Data Analysis and Interpretation
• Report Generation and Visualization
• Business Insights
• Modelling and Forecasting
• Stay updated with industry trends, best practices, and technological advancements in data analysis and banking/financial services.

Who we are:

Our purpose is to grow people, grow business and grow Africa. At IQbusiness, we are creative problem-solvers who never concede defeat. Beyond IT and technology, we apply innovative solutions to complex problems. We make sure that our clients grow, whether these challenges may be overcome by utilizing research from IQbusiness and our partners, allocating teams to build and implement solutions, or deploying point expertise to address a skills shortage. Whatever the challenges, we support them in overcoming them.

What’s in it for you:

At IQbusiness, we prioritize work-life balance and offer attractive salary packages with generous employee benefits. Our offices are conveniently located in both Johannesburg and Cape Town, ensuring ease even during challenging times like load shedding. We foster a workplace culture that values flexibility and supports your personal needs. Moreover, our diverse talent pool provides ample opportunities for growth and development through meaningful interactions with your colleagues. Join us and experience the best of both worlds: a fulfilling career and a fulfilling life outside of work.

How do we recruit?

At IQbusiness, we take a refreshingly straightforward approach to recruitment. We firmly believe that feedback is the backbone of improvement, so we avoid dragging out the process unnecessarily. Here's a sneak peek at the steps involved once you've sent us your resume:

• First, we'll dive into your CV, delving into your background, interests, passions, and tech prowess. If you're a shining star that aligns with our needs, congratulations! You'll swiftly move on to step two.
• This stage involves meeting one of our charismatic hiring managers who will assess your skills and, just as importantly, your compatibility with our vibrant culture.
• If you emerge victorious from this encounter, a thrilling challenge awaits you—an online assessment to prove your mettle. But wait, there's more! You'll also mingle with more of our extraordinary team members.
• Once these delightful encounters conclude, we get down to business with employment checks—references, credit history, criminal records, and even the rarefied world of fraud. Once you've successfully navigated these hurdles, voila!

Note: As all IQbusiness roles require honesty in the handling of or access to cash, finances, financial systems, or confidential information; our recruitment process requires that the following background checks be completed: credit, criminal, ID, and qualification verification.

IQbusiness is committed to sustainable growth and transformation, we embrace diversity and employ previously disadvantaged individuals.

What We Do:

We're Lula. We build innovative fintech products to help SMEs make cash flow. From instant access to funding to all-in-one business banking accounts, we're on it!

Our purpose is to help SMEs manage their business better, faster, simpler, Lula, so they can spend more time doing what they love.

Speaking of love, we’re looking for Lulas who love to make a difference to join our team and change the game.

CULTURE CODE

• We Embrace Curiosity- We continuously seek better ways to deliver value with a solutions-over-problems mindset.

• We win as One - We collaborate, build strong relationships and value diverse perspectives

• We’re Driven by Purpose - We are passionate and committed to delivering the best products and services for SMEs

• We Execute with Ambition - We set ambitious goals, embrace challenges, and deliver with focus and determination.

We are seeking an experienced Manager : Banking Operations with a strong background in fintech or digital banking environments . This role is pivotal to driving operational efficiency, ensuring compliance, and delivering an exceptional customer experience delivered through a well defined and seamless customer journey.

The ideal candidate will have a deep understanding of banking processes, payments, compliance, and risk management, combined with the agility and innovation mindset of a fintech professional.

• Provide oversight and guidance on end-to-end banking operations, ensuring seamless coordination between internal teams and external service providers to deliver a frictionless customer experience at all times.
• Evaluate, design, and continuously refine banking operational processes in line with fintech best practice, focusing on automation, scalability, and efficiency.
• Manage day-to-day operations across various payment rails (EFT, card networks, instant payments, and merchant services), working closely with internal and external stakeholders to monitor and maintain uptime and integrity across all payment systems.
• Act as the business operations lead for integration and management of third-party vendors, banking partners, and the core banking system partner, ensuring service-level agreements (SLAs) are met, and that incidents are resolved promptly with minimal disruption.
• Use data dashboards and reports to track key operational metrics, including activation rates, transaction success rates, customer onboarding speed, compliance indicators, and turnaround times.
• Collaborate cross functionally with the customer support, sales, product and compliance teams to design and refine customer journeys from onboarding to transaction fulfillment, ensuring each touchpoint reflects operational excellence.
• Support strategic initiatives such as launching new financial products or enhancing operational risk frameworks.
• Act as a key stakeholder in operational readiness assessments and go-to-market execution plans.

• Bachelor’s degree in Finance, Business Administration, Banking, or related field.
• 5+ years of experience in banking operations, with at least 2 years in a fintech or digital banking environment.
• Strong understanding of digital payment ecosystems (EFT, card networks, instant payments, and merchant services)
• Proven ability to manage risk and ensure compliance in a fast-paced regulatory landscape.
• Hands-on experience with KYC/AML processes, transaction monitoring, and dispute resolution.
• Excellent analytical, problem-solving, and leadership skills.
• Experience with operations automation, CRM platforms, and BI reporting is a plus.
  
  

• Experience launching or scaling operations in a startup or high-growth fintech.
• Familiarity with South African fintech ecosystems and regulators (e.g., SARB, FSCA).
• Strong analytical and problem solving capabilities.
• Strong Strategic and critical thinking ability
• Agile project management experience.
• Ability to manage ambiguity in a fast paced environment
• Collaborative approach to solving problems with various stakeholders

What We Do:

We're Lula. We build innovative fintech products to help SMEs make cash flow. From instant access to funding to all-in-one business banking accounts, we're on it!

Our purpose is to help SMEs manage their business better, faster, simpler, Lula, so they can spend more time doing what they love.

Speaking of love, we’re looking for Lulas who love to make a difference to join our team and change the game.

CULTURE CODE

• We Embrace Curiosity- We continuously seek better ways to deliver value with a solutions-over-problems mindset.

• We win as One - We collaborate, build strong relationships and value diverse perspectives

• We’re Driven by Purpose - We are passionate and committed to delivering the best products and services for SMEs

• We Execute with Ambition - We set ambitious goals, embrace challenges, and deliver with focus and determination.

We are seeking an experienced Manager : Banking Operations with a strong background in fintech or digital banking environments . This role is pivotal to driving operational efficiency, ensuring compliance, and delivering an exceptional customer experience delivered through a well defined and seamless customer journey.

The ideal candidate will have a deep understanding of banking processes, payments, compliance, and risk management, combined with the agility and innovation mindset of a fintech professional. Key Responsibilities:

• Provide oversight and guidance on end-to-end banking operations, ensuring seamless coordination between internal teams and external service providers to deliver a frictionless customer experience at all times.
• Evaluate, design, and continuously refine banking operational processes in line with fintech best practice, focusing on automation, scalability, and efficiency.
• Manage day-to-day operations across various payment rails (EFT, card networks, instant payments, and merchant services), working closely with internal and external stakeholders to monitor and maintain uptime and integrity across all payment systems.
• Act as the business operations lead for integration and management of third-party vendors, banking partners, and the core banking system partner, ensuring service-level agreements (SLAs) are met, and that incidents are resolved promptly with minimal disruption.
• Use data dashboards and reports to track key operational metrics, including activation rates, transaction success rates, customer onboarding speed, compliance indicators, and turnaround times.
• Collaborate cross functionally with the customer support, sales, product and compliance teams to design and refine customer journeys from onboarding to transaction fulfillment, ensuring each touchpoint reflects operational excellence.
• Support strategic initiatives such as launching new financial products or enhancing operational risk frameworks.
• Act as a key stakeholder in operational readiness assessments and go-to-market execution plans.

• Bachelor’s degree in Finance, Business Administration, Banking, or related field.
• 5+ years of experience in banking operations, with at least 2 years in a fintech or digital banking environment.
• Strong understanding of digital payment ecosystems (EFT, card networks, instant payments, and merchant services)
• Proven ability to manage risk and ensure compliance in a fast-paced regulatory landscape.
• Hands-on experience with KYC/AML processes, transaction monitoring, and dispute resolution.
• Excellent analytical, problem-solving, and leadership skills.
• Experience with operations automation, CRM platforms, and BI reporting is a plus.

• Experience launching or scaling operations in a startup or high-growth fintech.
• Familiarity with South African fintech ecosystems and regulators (e.g., SARB, FSCA).
• Strong analytical and problem solving capabilities.
• Strong Strategic and critical thinking ability
• Agile project management experience.
• Ability to manage ambiguity in a fast paced environment
• Collaborative approach to solving problems with various stakeholders

Business Segment: Business & Commercial Banking

To lead and manage the Enterprise Direct capability in a Province; to deliver the Provincial Enterprise Direct capability value proposition for Enterprise Direct. To support the Head, Enterprise Direct to drive and deliver a value adding sales and service solutions directed by the Enterprise Direct value proposition, that will grow the customer base. To ensure the day-to-day Enterprise Direct operations managed through effective coordination between all value chain functions.

Qualifications

Minimum Qualifications
Type of Qualification: First Degree (FAIS required)
Field of Study: Business Commerce

Experience Required

Enterprise Direct Propositions
Business & Commercial Banking
8-10 years proven successful sales track record in the financial services industry. Advanced product knowledge including specialized products and financial structures. Advanced experience and knowledge in Credit and Compliance matters. Negotiating skills and conflict handling. Significant people management experience, leading teams and motivating people.

The Relationship Manager : Consumer Banking is responsible for managing and growing the portfolio of retail banking clients at Access Bank South Africa. This role focuses on building and maintaining strong relationships with individual customers, understanding their financial needs, and offering tailored banking solutions. The Relationship Manager will play a key role in driving customer satisfaction, retention, and growth within the consumer banking segment.

Requirements

Client Relationship Management :

• Serve as the primary point of contact for a portfolio of individual clients, providing personalized banking services
• Build and maintain strong, long-term relationships with clients to ensure customer satisfaction and loyalty.
• Understand clients' financial needs and goals, offering tailored banking products and services to meet those needs.

Sales and Business Development

• Proactively identify opportunities to expand the client portfolio through cross-selling and upselling consumer banking products.
• Achieve individual sales targets and contribute to the overall growth and profitability of the consumer banking division.
• Develop and implement strategies to attract new clients, leveraging referrals, networking, and market research.

Product Knowledge and Advisory

• Provide expert advice on the bank’s full range of consumer banking products, including savings accounts, loans, credit cards, and investment options.
• Keep clients informed about new products, services, and promotions that may be of interest to them.
• Conduct regular reviews of clients’ financial situations and recommend appropriate banking solutions.

Customer Experience

• Ensure a superior customer experience by delivering high-quality service and addressing client inquiries and concerns promptly.
• Gather and analyze customer feedback to identify areas for improvement in service delivery and product offerings.
• Implement initiatives to enhance client engagement and satisfaction, ensuring a positive banking experience.

Risk and Compliance Management

• Ensure compliance with all relevant banking regulations, policies, and procedures.
• Conduct due diligence and risk assessments on client accounts, ensuring adherence to the bank’s risk management framework.
• Monitor and manage the creditworthiness of clients, taking proactive measures to mitigate potential risks.

Collaboration and Teamwork

• Work closely with internal teams, including product development, credit risk, and operations, to deliver comprehensive banking solutions to clients.
• Share market insights and client feedback with colleagues to support the continuous improvement of products and services.
• Participate in team meetings, training sessions, and other collaborative activities to contribute to the success of the consumer banking division

Academic Knowledge :

• Bachelor’s degree in Business, Finance, Marketing, or a related field; a postgraduate qualification is an advantage.
• Must have RE5

Work Experience :

• Minimum of 3-5 years of experience in consumer banking, retail banking, or financial services.
• Proven track record of managing client relationships and achieving sales targets in a retail banking environment.
• Strong knowledge of consumer banking products and services, including loans, deposits, credit cards, and wealth management.
• Excellent interpersonal and communication skills, with the ability to build rapport with clients and colleagues.
• Knowledge of the South African banking landscape and regulatory environment is essential.