Everyday Banking Advisor - Edmonton Millwoods
Core
Provide personalized advice on personal banking products, services, and solutions to retail clients, matching them with the right products and escalating complex needs.
Role type
Retail Banking Advisor
Builds
Retail personal and business client relationships and financial solutions
Domain
Retail Banking
Deliverable
client delivery
Required skills
relationship building, sales, lending product knowledge, digital tool promotion, risk and compliance management, data security
Preferred skills
experience in retail banking, lending products experience
Technologies
digital banking tools
Responsibilities
Provide personalized advice on personal banking products and services, guide clients toward savings, investment, and lending products, identify referral opportunities, deepen client connections, demonstrate cultural sensitivity, promote digital tools, manage risk and compliance, safeguard client information
Seniority
Mid-level, hands-on IC