Everyday Banking Advisor - Pincher Creek
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 client accounts (savings, investments, lending)
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 with lending products (loans, credit cards), post-secondary degree in finance or business administration
Responsibilities
match clients with appropriate banking products, guide clients toward financial goals, identify referral opportunities, promote digital tools, manage risk and compliance, safeguard client information
Seniority
Mid-level (2-4 years experience)