Client Advisor
Core
Client Advisor in a branch delivering exceptional service, completing transactions, and identifying sales/referral opportunities to support new client acquisition and deepen existing relationships.
Role type
Client Advisor (Branch Banking)
Builds
Client relationships and branch revenue
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Client centricity, Communication, Digital literacy, Adaptability, Data analysis
Responsibilities
Proactively engage with clients to deliver service and identify sales opportunities; Resolve and prevent client banking problems; Adhere to compliance routines and controls; Cultivate relationships with partners to work as one team.