Employee Value Banking Consultant

Standard Bank Group; Johannesburg; On-site; ZAR 450,000 - 650,000; Full time

Job summary

Standard Bank Group is a leading Africa-focused financial services group committed to growth in Africa and meaningful value for clients and communities.

The role focuses on acquiring, servicing and retaining clients through the Employer Value Banking model, engaging decision-makers, and delivering bundled banking solutions tailored to personal and business needs. Onsite activations and workplace engagements drive EVB uptake and portfolio growth.

Qualifications

• Minimum 3–5 years banking experience in Personal, Private or Business Banking.
• Proven proactive sales track record in financial services.
• Ability to engage company decision-makers and employee groups.
• Exposure to EVB/Workplace Banking, affluent or Private Banking segments.

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 transactional, lending and investment solutions.
• Deliver against sales targets through proactive hunting, cross-selling and portfolio growth.

Skills

Sales experience

Relationship building

Engaging decision-makers

Education

Bachelor’s Degree in Commerce/Banking/Finance or FAIS NQF7

RE5 Regulatory Examination

Valid driver’s licence

Job description

• Business Segment: Personal & Private Banking

Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

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 orAdvanced 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
• 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
• Banking Process & Procedures
• Client Acceptance & Review
• Processing
• Product Knowledge (Consumer Banking