Copy Of Employee Value Banking Consultant at Standard Bank Group

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
• 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

Additional Information

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)