Everyday Banking Advisor - St Albert Tudor Glen
Core
Provide personalized advice on personal banking products, services, and solutions while driving sales for savings, investments, and lending options.
Role type
retail banking advisor
Builds
retail personal and business client accounts
Domain
retail banking
Deliverable
product features
Required skills
relationship building, sales, client experience management, lending product knowledge, digital tool promotion, risk and compliance management, data security
Preferred skills
experience with lending products (loans, credit cards)
Technologies
digital banking tools
Responsibilities
match clients with appropriate banking products, guide clients toward savings and investment solutions, identify internal referral opportunities, deepen client connections, represent the bank in the community, promote digital tools, manage risk and compliance, safeguard client data
Seniority
Mid-level (2-4 years experience)