Commercial Banking Advisor
Core
Manage communication between banks and clients, providing personalized advice on banking products and promoting digital banking services.
Role type
Commercial Banking Advisor (entry-level to 3 years experience)
Builds
Customer service and support for financial institutions, KYC analysis, and operational process optimization.
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
Customer service, KYC analysis, process optimization, Microsoft Office tools
Preferred skills
Digital transformation knowledge, technology consulting experience
Responsibilities
Identify client needs and offer suitable financial solutions, handle complex tasks to meet deadlines, build a portfolio of satisfied accounts, support clients in managing operational processes.
Seniority
Junior, entry-level to 3 years experience
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