Employee Value Banking Consultant
Core
Acquire, service, and retain clients through onsite activations and workplace engagements, positioning bundled banking solutions for personal and business needs.
Role type
Sales consultant (Employer Value Banking)
Builds
Bundled banking solutions (transactional, lending, investment) for companies and employees
Domain
Financial services / Banking
Deliverable
client delivery
Required skills
proactive sales, client acquisition, relationship building, needs analysis, cross-selling, portfolio growth, onsite activation execution
Preferred skills
Private Banking and Prestige client identification, engagement with company decision-makers, credit and lending product knowledge
Technologies
Consumer banking processes, application verification, client acceptance review
Responsibilities
Run onsite activations, bank days, and workplace engagements; identify and migrate qualifying clients into Private Banking and Prestige offerings; conduct needs analysis and recommend solutions; deliver against sales targets through hunting and cross-selling