Banking Advisor
Core
Client-focused sales advisor helping clients with everyday banking, credit, and investment needs in a branch setting.
Role type
Banking Advisor (Client Advisor)
Builds
Client relationships and financial solutions for retail and commercial banking customers.
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Sales expertise, problem-solving, client education, digital literacy, bilingualism (English/French), Mutual Funds accreditation or willingness to obtain it
Preferred skills
Track record in finance or service sector client relationships
Technologies
Digital banking platforms, mobile devices (smartphones, tablets, laptops)
Responsibilities
Proactively engage with clients to uncover banking needs and identify sales/referral opportunities; Assist clients with a full range of financial transactions; Respond to client-initiated contact; Cultivate and maintain relationships with partners to maximize business opportunities.