Expert Banking Advisor
Core
Attract, nurture, and grow relationships with high-value personal and small business clients by providing proactive advice on everyday banking, investments, and credit.
Role type
Senior IC Financial Advisor
Builds
Client relationships and financial solutions for personal and business needs
Domain
Banking / Personal & Commercial Banking
Deliverable
client delivery
Required skills
Financial planning, Investment advice, Credit analysis, Client relationship management, Digital enablement, Sales
Preferred skills
Local community networking
Technologies
Digital banking platforms, Mobile devices, Laptops
Responsibilities
Communicate effectively to uncover client needs and deliver client-centric advice, Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking, Champion digital enablement by educating clients to self-serve, Implement effective contact and relationship building strategies to accelerate new client acquisition and retention, Provide professional advice and education addressing complex credit and investments, Use technology to connect with clients virtually and face-to-face