Everyday Banking Advisor, Claresholm (6 Months Term)
Core
Provide personalized advice on personal banking products, services, and solutions to retail clients, guiding them toward savings, investment, and lending products.
Role type
retail banking advisor (IC)
Builds
retail personal and business banking products
Domain
retail banking
Deliverable
product features
Required skills
client relationship management, sales, lending product knowledge, digital tools adoption, regulatory compliance, data security
Preferred skills
experience in retail banking, lending products expertise
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, Demonstrate cultural sensitivity, Promote digital tools, Manage risk and compliance, Safeguard client information