EVB Banking Consultant: Onsite Growth & Private Banking

Standard Bank Group; George; Sur place; ZAR 420 000 - 540 000; Plein temps

Résumé du poste

Standard Bank of South Africa is seeking an Employee Value Banking Consultant to acquire, service and retain clients through the Employer Value Banking model. The role focuses on proactive sales, identifying Privates/Prestige opportunities and growing client portfolios, with onsite activations and workplace engagements across companies and their employees.

Key responsibilities include building strong company relationships, migrating qualifying clients to Private Banking and Prestige, and

Qualifications

• 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.

Responsabilités

• 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.

Connaissances

Sales orientation

Client engagement

Portfolio growth

Needs analysis

Formation

Bachelor’s Degree in Commerce, Banking, Finance or related field or Advanced Diploma (NQF 7) FAIS-recognised qualification

Outils

RE5 Regulatory Examination for Representatives

Valid driver’s licence

FAIS Fit and Proper requirements

Description du poste

Standard Bank of South Africa is seeking an Employee Value Banking Consultant to acquire, service and retain clients through the Employer Value Banking model. The role focuses on proactive sales, identifying Privates/Prestige opportunities and growing client portfolios, with onsite activations and workplace engagements across companies and their employees.

Key responsibilities include building strong company relationships, migrating qualifying clients to Private Banking and Prestige, and