Employee Value Banking Consultant Standard Bank Private

This role within Standard Bank Private, based in George, Western Cape, offers a compelling opportunity for a driven banking professional to significantly impact client acquisition and portfolio growth within the Employer Value Banking (EVB) model. You'll be instrumental in fostering relationships with corporate clients and their employees, delivering tailored financial solutions and identifying opportunities to migrate valuable clients into the bank's prestigious Private Banking and Prestige offerings.

About the Role

The core of this position revolves around proactively engaging with businesses and their workforces. You will be the face of Standard Bank, conducting onsite activations and workplace engagements designed to introduce and promote bundled banking solutions. The objective is to not only attract new clients but also to deepen relationships with existing ones, ensuring their evolving personal and business needs are met. Success will be measured by your ability to identify, onboard, and retain clients, with a particular focus on those who qualify for the bank's premium Private Banking and Prestige services. This is a sales-focused role that demands a strategic approach to client engagement and portfolio management, aiming for sustained quality growth.

Your day-to-day responsibilities will be varied, encompassing the full spectrum of client acquisition and relationship management within the EVB framework. Key duties include:

• Spearheading new client acquisition through the organisation and execution of onsite banking days, workplace presentations, and other engagement initiatives.
• Cultivating robust, long-term relationships with both organisational decision-makers and their employees to drive the adoption of EVB services.
• Conducting thorough needs analyses for individuals and businesses, recommending appropriate transactional accounts, lending products, and investment solutions.
• Proactively identifying and facilitating the migration of qualifying clients into the bank’s Private Banking and Prestige client segments.
• Consistently achieving and exceeding sales targets through strategic prospecting, effective cross-selling, and the organic growth of your client portfolio.
• Ensuring client satisfaction and retention by delivering exceptional service and providing ongoing value.

What They're Looking For

Standard Bank is seeking an individual with a proven track record in sales and a deep understanding of the banking landscape, particularly within the personal, private, or business banking sectors. You should possess the confidence and skill to engage effectively with a diverse range of stakeholders, from corporate executives to individual employees.

Essential qualifications and experience include:

• A Bachelor's Degree in Commerce, Banking, Finance, or a related field, or an Advanced Diploma (NQF 7) that is FAIS-recognised.
• A FAIS-recognised qualification, specifically the RE5 Regulatory Examination for Representatives.
• A valid driver’s licence and the flexibility to travel to various client sites.
• Demonstrated ability to meet FAIS Fit and Proper requirements.
• A minimum of three to five years of comprehensive banking experience, with exposure to personal, private, or business banking operations.
• A documented history of successful proactive sales within the financial services industry.
• The ability to confidently and professionally engage with company decision-makers and employee groups.
• Experience with Employer Value Banking (EVB) or Workplace Banking initiatives, affluent client segments, and a solid understanding of credit, lending, and transactional products.
• A proven capacity for delivering results in client acquisition, portfolio growth, client retention, and the execution of onsite activation events.

In South Africa, roles like this often involve a competitive base salary supplemented by performance-based incentives. Typical employers include the major retail and private banks, as well as some specialised financial services providers. Career progression can lead to more senior sales management positions, client relationship director roles, or specialisation within wealth management.

• 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)