Everyday Banking Advisor - Calgary West Springs
Core
Provide personalized advice on personal banking products, services, and solutions while driving sales for savings, investment, and lending products.
Role type
retail banking advisor
Builds
retail personal and business banking products
Domain
retail banking
Deliverable
product features
Required skills
client relationship building, sales, lending product knowledge, digital tools promotion, risk and compliance management, data security
Preferred skills
experience with lending products (loans, credit cards)
Responsibilities
Provide personalized advice on personal banking products, Guide clients toward savings, investment, and lending products, Utilize networking skills to identify referral opportunities, Deepen client connections with tailored advice, Demonstrate cultural sensitivity and community involvement, Promote digital tools and educate clients, Manage risk and compliance
Seniority
Mid-level, hands-on IC