Job Description
Job DescriptionTo 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 engagementsBuild strong relationships with companies and their employees to drive EVB uptakeIdentify and migrate qualifying clients into Private Banking and Prestige offeringsConduct needs analysis and recommend appropriate transactional, lending and investment solutionsDeliver against sales targets through proactive hunting, cross-selling and portfolio growthQualificationsBachelor’s Degree in Commerce, Banking, Finance or related field or Advanced Diploma (NQF 7) FAIS-recognised qualificationRE5 Regulatory Examination for RepresentativesValid driver’s licence and mobility to travel to client sitesMust meet FAIS Fit and Proper requirements
Responsibilities + Skills
Education
3 to 5 years banking experience across Personal, Private or Business BankingProven proactive sales track record within financial servicesAbility to engage company decision-makers and employee groupsExposure to EVB/Workplace Banking, affluent or Private Banking segments, and credit, lending and transactional product entrenchmentDemonstrated delivery in portfolio growth, client acquisition and retention, and onsite activationsAdditional Information
Experience
