Banking Advisor
Core
Client-focused advisor helping clients with everyday banking, credit, and investment needs while driving sales and referrals.
Role type
Banking Advisor (Client Advisor)
Builds
Client relationships and financial solutions for personal and commercial banking customers
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Mutual Funds accreditation, client education, problem-solving, digital literacy, relationship building
Responsibilities
Proactively engage with clients to uncover banking needs, assist with financial transactions, resolve client problems, and identify sales/referral opportunities
Seniority
Individual Contributor