Banking Advisor
Core
Client-focused sales advisor helping clients with everyday banking, credit, and investment needs while driving sales and referrals.
Role type
Banking Advisor (Sales & Client Service)
Builds
Client relationships, sales opportunities, and referrals to specialists
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Client education, sales, problem-solving, bilingualism (English/French), digital literacy, relationship building
Preferred skills
Track record in finance or service sector
Technologies
Digital banking platforms, mobile devices, tablets, laptops
Responsibilities
Proactively engage clients to uncover needs and identify sales/referral opportunities; assist with full range of financial transactions; resolve and prevent client banking problems; demonstrate digital banking tools; cultivate partner relationships for referrals