Banking Advisor - Bilingual (Mandarin)
Core
Client-focused sales role helping clients with everyday banking, credit, and investment needs to drive satisfaction and loyalty.
Role type
Banking Advisor (Sales)
Builds
Client relationships and financial solutions
Domain
Banking / Personal & Commercial Banking
Deliverable
product features
Required skills
Client discovery, problem-solving, digital literacy, sales expertise, relationship building
Preferred skills
Mutual Funds accreditation (Canadian Securities Course), track record in financial service industry
Technologies
Digital banking platforms, smartphones, tablets, laptops
Responsibilities
Proactively engage with clients to uncover banking needs, demonstrate digital banking tools, assist with financial transactions, resolve client banking problems, cultivate partner relationships for referrals
Seniority
Entry-level / Trainee