Banking Advisor
Core
Client-focused sales 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 product sales
Domain
Banking & Financial Services
Deliverable
client delivery
Required skills
Client education, sales, problem-solving, digital literacy, relationship building
Preferred skills
Financial industry experience, rapport building
Technologies
Digital banking platforms, mobile devices
Responsibilities
Proactively engage clients to uncover needs and identify sales opportunities, assist with full range of financial transactions, resolve client banking problems, demonstrate digital banking tools, cultivate partner relationships for referrals