Transactional Banking Specialist

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Transactional Banking Specialist C – IRC204158 at Training – FNB Zambia Learning Centre – FNB Head Office, Lusaka, South East District, Zambia in FNB Zambia Cheque – Corporate
Ends 23 Aug 2021


To be responsible for the provision of excellent service to our Corporate Banking Clients in terms of all their Transactional Banking needs.

experience and qualifications

  • Bachelor’s degree in Business, IT or banking qualification preferable.
  • Approximately 3 – 5 years in a similar role and relevant industry.
  • Good knowledge of banking systems and processes as well as systems and processes used by clients.
  • Excellent writing and communication skills, with the ability to translate technical product knowledge into language that clients understand and are comfortable and equipped to sell.
  • Knowledge across all Corporate Banking Solutions.

additional requirements

  • Understand key competitors, new technologies, sector dynamics and key macro environmental forces to analyse and identify sector-wide opportunities and challenges for transactional sales.
  • Understand the critical micro-environmental impacts and relationships i.e. client performance trends, client financial data, competitive positioning in the sector to identify relevant sales solution tactics.
  • Understand the FNB Zambia Company and Transactional Banking (TxB) objectives to ensure the alignment of sector transactional sales tactics. This includes a detailed understanding of transactional banking products and solutions.
  • Understand the needs, demands, perceptions and banking behaviours of clients to ensure that solutioning is targeted. This includes being positioned as the “voice of the customer” so that product/solution innovation is provisioned and leading practice.


  • Achieve the Net Income Return for the Business as defined in the Financial Performance Report of the Business.
  • Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients.
  • 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.
  • Manage existing clients and grow portfolio through making contact and generating leads.
  • Maximise cross sell opportunities and strengthen client relationships.
  • Provide sales support efficiencies and services in order to ensure retention of clients.
  • Translate strategies into actionable goals and execute relevant projects / initiatives aligned to strategic objectives with specific performance measures and control systems to track progress.
  • Comply with governance in terms of legislative and audit requirements.
  • Achieve efficient client take-on process by obtaining all required supporting documentation for the transaction.
  • Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines.
  • Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing trends and data.
  • Act as primary transactional banking contact to the corporate clients. Stay close to the client from the relationship perspective, making every effort to understand their environment and requirements.
  • Facilitate an initial analysis of all clients to determine their needs primarily from a transactional banking viewpoint in view of the bank’s total service offering.
  • Interact with the various specialists in the Product houses in order to exploit cross-sell opportunities.
  • Stay in constant communication with the respective corporate clients, informing them of all pertinent new client developments.
  • Coordinate the implementation of the designed solution and manage the project implementation across FNB, RMB and the client.
  • Providing product support to the service and relationship teams.
  • To look out for possible opportunities of upcoming RFPs and to ably respond to RFPs issued in the market by collaborating with all the relevant stakeholders within the Bank.
  • Work on monthly billing for clients where there is manual billing for products.
  • Understand and provide input and guidance on pricing as part of the solution to ensure that the expected revenue is attained per client.
  • Manage own development to increase own competencies.

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