Client Advisor
Core
Client-focused sales role helping clients with everyday banking, digital banking demonstrations, and identifying sales/referral opportunities to drive satisfaction and loyalty.
Role type
Client Advisor (Banking)
Builds
Client experiences and sales/referral pipelines
Domain
Personal & Commercial Banking
Deliverable
product features
Required skills
Client education, digital literacy, problem-solving, relationship building, financial transaction handling
Preferred skills
Mutual Funds accreditation, French fluency
Responsibilities
Proactively engage with clients to uncover banking needs, demonstrate digital banking tools, assist with financial transactions, resolve client banking problems, cultivate partner relationships for referrals