Client Advisor
Core
Client Advisor in a bank branch delivering transactions, sales, and referral solutions to individual clients.
Role type
Client Advisor (Branch Banking)
Builds
Client relationships and bank revenue through transaction processing and product referrals
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Client service, sales and referral identification, compliance adherence, digital literacy, target-driven performance
Preferred skills
Mutual Funds accreditation (Canadian Securities Course), prior experience in financial/retail client relations
Responsibilities
Complete client transactions, identify sales and referral opportunities, resolve client banking problems, adhere to compliance routines and controls, cultivate partner relationships
Seniority
Entry-level to Individual Contributor
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