Demand Generation and Retention Universal Banker

Demand Generation and Retention Universal Banker

Job Overview

Business Segment: Personal & Private Banking

Company: Standard Bank of South Africa

Location: ZA, GP, Johannesburg, 5 Simmonds Street

To drive demand generation and client retention within Personal and Private Banking through proactive, outbound engagement. The role focuses on activating, retaining and deepening client relationships by converting insights into sales opportunities, increasing product uptake and reducing client attrition through consistent, value-led engagement.

Key Responsibilities:

• Proactively generate demand through outbound client engagement across virtual and telephonic channels, converting identified opportunities into sales and retention outcomes.
• Execute targeted retention, activation and cross-sell campaigns to increase product penetration, transactional activity and long-term client value.
• Analyse client behaviour, campaign data and sales performance trends to identify opportunities for improved conversion, engagement and retention.
• Drive the conversion of new-to-bank and existing clients into active, retained clients through structured follow-up, education and needs-based selling.
• Accurately capture, update and close off all outbound sales and retention activities on relevant systems to support performance tracking, reporting and compliance.

• National Certificate in Banking (NQF 5), FAIS-recognised, or an equivalent qualification
• Must be FAIS Fit and Proper in accordance with regulatory requirements.
• Minimum of 3 years' experience in a sales-driven banking, contact centre or outbound engagement environment with clear exposure to demand generation and client retention.
• Demonstrated success in outbound sales, client activation, cross-sell and retention within a regulated financial services environment.
• Experience interpreting client data, campaign results and sales performance metrics to inform engagement strategies and improve conversion outcomes.
• Sound understanding of banking products, client needs and sales processes, with the ability to translate insights into commercially viable solutions.

• Checking Things, Examining Information and Following Procedures
• Convincing People, Impressing People and Establishing Rapport
• Interacting with People, Team Working and Inviting Feedback
• Developing Expertise, Developing Strategies and Exploring Possibilities
• Generating Ideas, Seizing Opportunities and Taking Action
• Pursuing Goals, Meeting Timescales, Showing Composure, Embracing Change and Thinking Positively
• Banking Process & Procedures
• Client Acceptance & Review