Employee Value Banking Consultant

As a key representative of the Liberty and Standard Bank Group ecosystem, the Employee Value Banking (EVB) Consultant plays a pivotal role in bridging the gap between corporate organisations and their employees’ financial wellbeing. This position is far from a standard desk job; it is a high-energy, mobile role that requires a blend of professional networking, sales acumen, and a deep understanding of complex financial products. You will be responsible for bringing the bank to the client, facilitating onsite engagements, and ensuring that employees have access to the right banking solutions tailored to their specific career stages.

About the role

This role is designed for a self-motivated professional who thrives in a target-driven environment. As an EVB Consultant, you will act as a primary point of contact for corporate clients, establishing strong relationships with decision-makers to implement banking value propositions within their workplaces. Your objective is twofold: you will manage the acquisition of new accounts through onsite activations and "bank days," while simultaneously managing the migration of high-value individuals into the bank’s Prestige and Private Banking segments.

Success in this position relies on your ability to perform thorough needs analyses. You won’t just be selling products; you will be positioning comprehensive financial portfolios that encompass lending, investments, and daily transactional solutions. By demonstrating the value of these integrated services, you help grow the bank’s quality portfolio while ensuring that employees feel supported in their personal financial journeys.

Your daily schedule will be dynamic, often involving travel to various client sites across the Johannesburg region to conduct presentations and interactive sessions. Your key responsibilities include:

• Driving the acquisition of new clients by spearheading workplace engagements and onsite activations.
• Building and maintaining durable relationships with company leadership to secure access to the workforce.
• Identifying and transitioning high-net-worth or qualifying employees into the bank’s Private Banking and Prestige segments.
• Executing proactive sales strategies to meet and exceed growth targets for portfolios.
• Providing expert guidance on transactional banking, credit facilities, and investment vehicles.
• Maintaining rigorous adherence to internal banking processes, submission verification, and credit compliance.

What they're looking for

The ideal candidate brings a sophisticated understanding of the South African financial services landscape combined with a natural ability to connect with people. You must be comfortable addressing groups and navigating the corporate hierarchies of potential client organisations.

• **Educational Background:** A Bachelor’s Degree in Commerce, Finance, or Banking, or an NQF 7 Advanced Diploma.
• **Regulatory Compliance:** You must hold a FAIS-recognised qualification and have successfully passed the RE5 Regulatory Examination. You must also meet all FAIS Fit and Proper requirements.
• **Experience:** 3 to 5 years of solid experience in personal, private, or business banking, with a proven track record of proactive sales and portfolio management.
• **Personal Attributes:** Exceptional communication skills are essential, as is a sense of composure under pressure. You should be someone who enjoys exploring new possibilities and finding creative ways to provide financial insights to clients.
• **Mobility:** A valid driver’s licence and your own transport are non-negotiable, as the role requires consistent travel to client locations.

For professionals working in the South African banking sector, an EVB or Workplace Banking Consultant role is often viewed as a springboard into high-level Relationship Management or Corporate Banking. Compensation typically includes a competitive basic salary bolstered by performance-based incentives, which can be significant for those who consistently exceed their acquisition targets. In the current market, roles of this nature within major financial institutions offer excellent growth potential, particularly for those who can demonstrate a consistent ability to manage affluent client segments and maintain high levels of client retention.

• 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