About the role
Company Description
Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.
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
