Talent Pool | Branch Advisor Spring Bok
Core
Client-facing financial advisor providing compliant advice and solutions to walk-in and existing clients in a high-volume branch environment.
Role type
Branch Advisor (Talent Pool)
Builds
Banking and financial solutions for retail clients
Domain
Retail Banking / Financial Services
Deliverable
client delivery
Required skills
Client relationship management, Financial advice and solution recommendation, Sales target achievement, Compliance adherence (FAIS, FICA, TCF), Customer service, Data analysis, Documentation management
Preferred skills
Understanding of FAIS and TCF principles, Proven track record in meeting sales and service targets
Technologies
Banking platforms
Responsibilities
Build and manage long-term client relationships, Educate customers on banking platforms, Analyze customer data for financial advice, Maintain accurate client records, Achieve sales and service targets, Manage leads and follow-ups
Seniority
Entry to Mid-level, hands-on IC