Banking Advisor - Richmond Hill (Bilingual - Mandarin, Cantonese, or Russian)
Core
Client-focused sales advisor helping clients with everyday banking, credit, and investment needs in a retail branch environment.
Role type
Retail Banking Advisor (Trainee)
Builds
Personal & Commercial Banking products and services
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
Client education, sales, problem-solving, digital literacy, relationship building
Preferred skills
Track record in client relationships within financial or service industry
Technologies
Digital banking platforms, mobile devices, tablets, laptops
Responsibilities
Proactively engage with clients to uncover banking needs and identify sales opportunities; Demonstrate digital banking tools and assist with financial transactions; Actively listen to understand individual client needs; Resolve and prevent client banking problems; Cultivate relationships with partners for referrals.
