FirstRand

Consumer Education Business Development Manager

Johannesburg Full time

Job Description

To oversee the operational functioning and management of the consumer education team, relationship building with internal stakeholders, stakeholder management, project management, staff training and development, and monitoring and reporting.

Hello, future Consumer Education Business Development Manager

Role purpose

To support the implementation of the Consumer Education (CE) strategy. The role includes project management, staff training and development, stakeholder management, monitoring and evaluation, content development and reporting.

Key responsibilities

1. Strategy Implementation and Project Management

  • Identify opportunities for campaigns, services, and distribution channels in line with the Consumer Education strategy and ensuring compliance with relevant regulations.

  • Work closely with internal and external enablers and vendors, to ensure successful implementation of campaigns and projects. 

  • Project manage specific initiatives within the CE programme.  Develop full scale project plans, including progress tracking and data capture, timelines, project tasks and resource requirements, and leading regular check in meetings.

  • Monitor business and consumer environments to understand educational needs and identify the need for new program offerings.

  • Innovate and identify knowledge gaps and opportunities to develop what is needed to support the consumer education objectives.

2. Staff training and development

  • Identify staff training needs and work with external service providers to develop training content for staff.

  • Oversee implementation of staff training, including training logistics in support of Consumer Educators and other identified and approved parties, including the availability of necessary instructional materials.

3. Stakeholder Management

  • Collaborate with the rest of business to understand the consumer education needs and actively seek opportunities for collaboration across the FirstRand Group.

  • Initiate contact with targeted networks to source consumers for financial education purposes as well as to solicit referrals from past participants.

  • Manage relationships with umbrella bodies, who play a strategic role in providing access to consumers and/or who contribute to the discourse on Consumer Financial Education.

  • Represent the bank at industry bodies. 

4. Administration, Data Management, Monitoring and Evaluation

  • Process Oversight by maintaining and standardizing consumer education workflows across channels (i.e., workshops, ATL, digital and social media)

  • Data Management that includes collection, validation, and securely storing participant data, ensuring accuracy and segmentation for compliance reporting.

  • Implement data collection and assessment processes to assess the effectiveness of consumer education projects.

5. Records Management

  • Keep auditable records of enrolments, completions, training hours, and outreach activities for verification purposes.

  • Work closely with the bank’s monitoring and evaluation partner to support the implementation of the M&E Framework across all CE initiatives. 

  • Implement data collection processes that maintains the integrity of data.

  • Ensure compliance with POPI and any other relevant legislation.

  • Ensure staff and service providers are able utilise data collection tools for its intended purpose.

  • Prevent wastage, and on an ongoing basis identify process improvements in order to contain and reduce costs.

  • Continuously assess own performance, seek timely and clear feedback and request training where appropriate.

6. Content Development

  • Proactively identify new content and/or changes to existing content. 

  • Work closely with internal Subject Matter Experts and vendors to develop accurate, high quality and consumer friendly content for use across all CE delivery channels. 

  • Oversee and manage the development of content and integration of content into existing content repositories. 

7. Reporting

  • Analyse, record and measure impact based on defined outcomes and success criteria post the learning solution according to business framework and practice standards.

  • Prepare management reports and compliance reports to report return on expectation and investment.

  • Prepare monthly project reports and contribute to the drafting of compliance reports.

Qualifications and Experience

  • Minimum qualification: Grade 12

  • Preferred qualification: A relevant bachelor's degree

  • Experience: 4 - 5 years relevant experience in Consumer Education, and Training

  • Facilitation skills within Consumer Education will be advantageous.

  • At least 4 -5 years relevant experience within Project Management is essential

  • Driver's license and own reliable vehicle

  • Willing to travel as/when business requires.

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Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

26/03/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.