Inactive

Standard Bank Group

Runs banking and financial services across Africa

Employee Value Banking Consultant

Retail & Commercial BankingPosted on Nov 7

Full-timeJohannesburg, South AfricaNo salary listed

About the Job

Requirements

A Bachelor's degree in Commerce, Banking, Finance, or a related field, or an Advanced Diploma (NQF 7) with a FAIS-recognised qualification.
A RE5 Regulatory Examination for Representatives is advantageous.
A valid driver's licence and mobility to travel to client sites are required.
Must meet FAIS Fit and Proper requirements.
Three to five years of banking experience across Personal, Private, or Business Banking.
A proven proactive sales track record within financial services.
Ability to engage company decision-makers and employee groups.
Exposure to EVB/Workplace Banking, affluent or Private Banking segments, and credit, lending, and transactional product entrenchment.
Demonstrated delivery in portfolio growth, client acquisition and retention, and onsite activations.
Competency in adopting practical approaches and following procedures.
Competency in articulating information and providing insights.
Competency in challenging ideas and exploring possibilities.
Competency in convincing people and understanding people.
Competency in making decisions and producing output.
Competency in generating ideas and showing composure.
Technical competency in application and submission verification (Consumer Banking).
Technical competency in banking processes and procedures.
Technical competency in client acceptance and review.
Technical competency in customer understanding (Consumer Banking).
Technical competency in processing.
Technical competency in product knowledge (Consumer Banking).

Responsibilities

Acquire new clients by running onsite activations, bank days, and workplace engagements.
Build strong relationships with companies and their employees to drive EVB uptake.
Identify and migrate qualifying clients into Private Banking and Prestige offerings.
Conduct needs analysis and recommend appropriate transactional, lending, and investment solutions.
Deliver against sales targets through proactive hunting, cross-selling, and portfolio growth.

Job Description

To acquire, service and retain clients through the Employer Value Banking model by engaging company decision-makers and employees, delivering onsite activations, and positioning bundled banking solutions that meet personal and business needs. The role focuses on proactive sales, Private Banking and Prestige client identification, and growth of quality portfolios.

Key responsibilities:

Acquire new clients by running onsite activations, bank days and workplace engagements
Build strong relationships with companies and their employees to drive EVB uptake
Identify and migrate qualifying clients into Private Banking and Prestige offerings
Conduct needs analysis and recommend appropriate transactional, lending and investment solutions
Deliver against sales targets through proactive hunting, cross-selling and portfolio growth

Qualifications

Bachelor’s Degree in Commerce, Banking, Finance or related field or Advanced Diploma (NQF 7) FAIS-recognised qualification
RE5 Regulatory Examination for Representatives advantageous
Valid driver’s licence and mobility to travel to client sites
Must meet FAIS Fit and Proper requirements

Experience Required:

3 to 5 years banking experience across Personal, Private or Business Banking
Proven proactive sales track record within financial services
Ability to engage company decision-makers and employee groups
Exposure to EVB/Workplace Banking, affluent or Private Banking segments, and credit, lending and transactional product entrenchment
Demonstrated delivery in portfolio growth, client acquisition and retention, and onsite activations

Behavioural Competencies:

Adopting Practical Approaches & Following Procedures
Articulating Information & Providing Insights
Challenging Ideas & Exploring Possibilities
Convincing People & Understanding People
Making Decisions & Producing Output
Generating Ideas & Showing Composure

Technical Competencies:

Application & Submission Verification (Consumer Banking)
Banking Process & Procedures
Client Acceptance & Review
Customer Understanding ( Consumer Banking)
Processing
Product Knowledge (Consumer Banking

Additional Information

About the Company

Standard Bank Group

Runs banking and financial services across Africa

Standard Bank Group operates banking, insurance and investment businesses focused on Africa, serving individuals, families, businesses and institutional clients. Its services cover everyday accounts and payments, savings and lending, business finance, corporate transactions and investment banking. The group also manages insurance, asset management and wealth offerings that support clients through different financial needs and stages of life. Local banking operations connect with international centres and offshore hubs to support cross-border activity, trade and access to financial markets. Founded in 1862, the group is headquartered in Johannesburg, Gauteng, South Africa.

Company size: 10,001+
Company stage: Not listed
Total funding: Not listed
Headquarters: Johannesburg, South Africa
Founded: 1862

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