Banking Advisor
Core
Client-focused sales advisor helping clients with everyday banking, credit, and investment needs to drive satisfaction and loyalty.
Role type
Banking Advisor (Sales & Client Service)
Builds
Client relationships and financial product adoption
Domain
Banking / Personal & Commercial Banking
Deliverable
product features
Required skills
Client discovery, problem-solving, digital literacy, sales, relationship building
Preferred skills
Mutual Funds accreditation (Canadian Securities Course), track record in finance
Technologies
Digital banking platforms, mobile devices
Responsibilities
Proactively engage clients to uncover needs and identify sales opportunities; demonstrate digital banking tools; assist with financial transactions; resolve client banking problems; cultivate partner relationships for referrals.
Seniority
Individual Contributor