Operations

Employee Value Banking Consultant

Standard Bank Group·Gauteng, south-africa·Full Time·Contract
OperationsFull TimeContract
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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

Key skills

Bachelors

At a glance

Company

Standard Bank Group

Location

Gauteng, south-africa

Employment

Full Time

Experience

Valid until

Not specified

Created

November 9, 2026