Talent.com
Standard Bank Group
Employee Value Banking Consultant Standard Bank PrivateStandard Bank Group • George, ZA
Employee Value Banking Consultant Standard Bank Private

Employee Value Banking Consultant Standard Bank Private

Standard Bank Group • George, ZA
13 days ago
Job description

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

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)
Create a job alert for this search

Employee Value Banking Consultant Standard Bank Private • George, ZA

Similar jobs

Prestige Banking Relationship Banker- George

Standard Bank GroupGeorge, ZA

To acquire, service and retain clients within the Prestige Banking segment by delivering exceptional relationship management, conducting structured needs analyses and deepening product uptake acros... Show more

 • Promoted

Credit Controller

Pepkor SpecialityGeorge, ZA

Tekkie Town is seeking to employ a Creditors Controller (overheads) for an 8 month contract to 30 April 2027.The successful candidate will be responsible for processing of supplier invoices, reconc... Show more

 • Promoted

Sanlam Financial Adviser George

Sanlam GroupGeorge, ZA

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.Underta... Show more

 • Promoted

Branch Consultant/Financial Advisor – George

Sanlam GroupGeorge, ZA

To promote Sanlam Retail Mass (SRM)’s products and increase market share through:.Providing sound financial advice and a high level of client service in a Branch context.Creating opportunities for ... Show more

 • Promoted • New!

Work From Home Fast & Serious 100% Free - No experience

Clubshop | USGroot Brakrivier, Western Cape
Remote

No product or tech skills needed.Join For Free And Start Earning Now.Join For Free - See how it works - Start Earning.Get paid every two weeks to your Bank or PayPal.Simple tools and ongoing suppor... Show more

ML Engineer

Badger Holdings LtdGeorge, ZA

Design and build scalable feature pipelines and training datasets for machine learning models.Develop and maintain high-quality data assets within Snowflake.Build reliable, monitored and well-docum... Show more

 • Promoted

Conveyancing Attorney

Status StaffingGeorge, ZA

Our client is on the lookout for a dynamic, resourceful, and solutions-driven Conveyancer to join their fast-paced and vibrant George team.If you're ready to take on a challenging yet rewarding rol... Show more

 • Promoted

Smart Working even without experience

Clubshop | USOudtshoorn, Western Cape

Discover The System MyLeadBiz  That’s Helping Newbies Earn Daily.Turn free traffic into  $100+ per day  with this beginner-friendly biz opp strategy.No product or tech skills n... Show more

Paid Online Survey Participant - No Experience

Clubshop | USOudtshoorn, Western Cape

Discover The System Surveoo That’s Helping Newbies Earn Daily.Turn your free time into daily earnings by answering simple surveys.No product or tech skills needed.Join For Free And Start Earn... Show more

Audit Supervisor

Moore South AfricaGeorge, ZA

Moore Southern Cape is offering an exciting position for an Audit Supervisor in the George office.Successful candidates will need to manage a portfolio of audit clients, with a stronger focus on in... Show more

 • Promoted

Recruiter

EmplyfyGeorge, WC, ZA

We are a growing UK-based cleaning company providing professional cleaning services across multiple locations.As we continue to expand, we're looking for a motivated and confident.This is a fully r... Show more

Client Success Sales Consultant

EmplyfyOudtshoorn, WC, ZA

We’re a UK-based cleaning company specialising in Residential and End of Tenancy services.Client Success Sales Consultant.You’ll engage warm leads, recommend appropriate cleaning solutions, and ens... Show more

Battery Fitment Salesperson

Status StaffingGeorge, ZA

To actively promote and sell the company’s products and services to prospective clients while delivering exceptional customer service.The goal is to meet and exceed departmental sales targets throu... Show more

 • Promoted

Sales Support Specialist

EmplyfyDysselsdorp, WC, ZA

You’ll assist in managing leads, coordinating follow-ups, and ensuring customers receive timely responses and smooth service.Support the sales team with lead tracking and updates.Follow up with cli... Show more