Everyday Banking Advisor, Picture Butte (18 Months Term)
Core
Provide personalized advice on personal banking products, services, and solutions to retail clients, driving sales of savings, investment, and lending products.
Role type
retail banking advisor
Builds
retail banking products and services for personal and business clients
Domain
retail banking
Deliverable
product features
Required skills
client relationship building, sales, lending product knowledge, digital tools adoption, regulatory compliance, data security
Preferred skills
experience in retail banking, lending products expertise
Technologies
digital banking tools
Responsibilities
Match clients with appropriate banking products, guide clients toward savings and investment solutions, identify referral opportunities, deepen client connections, represent the bank in the community, manage risk and compliance, safeguard client data
Seniority
Mid-level, hands-on IC