Everyday Banking Advisor - Calgary North Hill
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 (IC)
Builds
Personal banking products, savings, investment, and lending solutions for retail clients
Domain
Retail Banking
Deliverable
product features
Required skills
Client relationship building, sales of banking products, lending product knowledge, digital tool promotion, regulatory compliance, data security
Preferred skills
Lending product experience, community involvement
Technologies
Digital banking tools
Responsibilities
Provide personalized advice on personal banking products, guide clients toward savings and lending products, identify referral opportunities, deepen client connections, demonstrate cultural sensitivity, promote digital tools, manage risk and compliance, safeguard client information
