Employee Value Banking Consultant

About the role

Standard Bank Group is hiring a full-time Employee Value Banking Consultant in Johannesburg. The role acquires, services and retains 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. It focuses on proactive sales, Private Banking and Prestige client identification, and growing quality portfolios.

Key responsibilities

• Acquire new clients through 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 transactional, lending and investment solutions
• Meet sales targets through proactive hunting, cross-selling and portfolio growth

Required profile

• Bachelor's degree in Commerce, Banking, Finance or a related field, or an Advanced Diploma (NQF 7)
• FAIS-recognised qualification and RE5 regulatory examination for representatives
• Valid driver's licence and ability to travel to client sites
• Meets FAIS Fit and Proper requirements
• 3 to 5 years of banking experience across Personal, Private or Business Banking
• Proven proactive sales track record in financial services
• Experience with EVB/Workplace Banking, affluent or Private Banking segments, and credit, lending and transactional products

Required skills

• Application and submission verification (consumer banking)
• Banking process and procedures, customer understanding and processing
• Portfolio growth, client acquisition and retention, and onsite activations