Branch Advisor FAIS
Core
Provide compliant financial advice and product solutions to walk-in and existing clients in a high-volume branch environment, focusing on relationship management and customer education.
Role type
Branch Advisor (Financial Services)
Builds
Long-term client relationships and appropriate financial product solutions
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial advice, client relationship management, sales targets, compliance (FAIS/TCF), customer education, data analysis, record keeping, lead management
Preferred skills
Persuasive selling, problem solving, ethical approach, industry trend awareness
Responsibilities
Analyze customer data to provide financial advice aligned with client goals, maintain accurate client records, achieve sales and service targets, educate customers on banking platforms, manage leads and follow-ups
Seniority
Junior to Mid-level, hands-on IC
