Client Advisor
Core
Client-focused sales and advisory role helping clients with everyday banking, digital banking demonstrations, and identifying sales/referral opportunities.
Role type
Client Advisor (Sales & Advisory)
Builds
Banking products and services for retail and commercial clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Client engagement, problem-solving, digital literacy, relationship building, financial transaction handling
Responsibilities
Proactively engage with clients to uncover banking needs, assist with financial transactions, demonstrate digital banking tools, and cultivate partner relationships for referrals.