Employee Value Banking Consultant, Port Elizabeth

Business Segment: Personal&Private Banking

Overview 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

Additional Information

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

Banking Process&Procedures

Client Acceptance&Review

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