Everyday Banking Advisor - Calgary Stephen Avenue
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
Personal banking products, savings, investment, and lending solutions
Domain
Retail Banking
Deliverable
product features
Required skills
Client relationship building, sales, lending product knowledge, digital tools adoption, risk and compliance management, data security
Preferred skills
Experience in retail banking, lending products experience
Technologies
Digital banking tools
Responsibilities
Match clients with appropriate banking products, guide clients toward savings and investment goals, identify referral opportunities, deepen client connections, represent the bank in the community, promote digital tools, manage risk and compliance, safeguard client information