Expert Banking Advisor
Core
Attract, nurture, and grow relationships with high-value personal and small business clients by providing proactive advice on everyday banking, investments, and credit.
Role type
Senior IC Financial Advisor
Builds
Client relationships and financial solutions for personal and business needs
Domain
Banking / Personal & Commercial Finance
Deliverable
client delivery
Required skills
Client relationship management, Financial advice (credit, investments), Sales, Digital literacy, Empathy, Collaboration
Preferred skills
Local community networking
Technologies
Smartphones, tablets, laptops, Digital banking platforms
Responsibilities
Uncover client needs and deliver client-centric advice, Collaborate with partners in financial planning and mortgages, Educate clients on digital self-service, Implement strategies to accelerate new client acquisition and retention, Address complex credit and investment needs, Connect with clients virtually and face-to-face