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Banker, Affluent EVB

Standard Bank Group
Johannesburg, Gauteng Full Time
POSTED ON 5/3/2023 CLOSED ON 6/5/2023

What are the responsibilities and job description for the Banker, Affluent EVB position at Standard Bank Group?

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 provide an efficient and effective point of contact for new and existing Personal Affluent Market customers within the Coverages and through Proactive initiatives.
  • To provide an onsite selling capability to lead sources.
  • To acquire new bulk Personal and Affluent market business within the relevant Coverages.
  • To ensure that the customers’ banking needs are identified and fulfilled efficiently and cost-effectively, while managing the risks associated with new accounts, mandates and specimen signatures.

Qualifications

Qualification : Field of study: Business Commerce (NQF7)

Experience Required

  • 3-4 Years experience to pro-actively identify migrations to Private Bank, Professional and Prestige offering
  • Identifies referral opportunities for other SBSA stakeholders
  • Provides additional information onsite to customers to ensure support and service on products/services, and identifies problems.
  • Meets business market customer requirements and their employee base by identifying their personal financial/transactional needs and recommends bank products as solutions
  • Provides a mobile primary point of contact to the employees and or gatekeepers, of Standard Bank’s business market customers.

 

Additional Information

Technical Competencies

  • Product Knowledge
  • Sales Planning and Reporting
  • Local Market Knowledge
  • Banking Process and Procedures
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