Banking Advisor Intern
Core
Client-focused advisor helping clients with everyday banking, credit, and investment needs, driving sales and referrals.
Role type
Banking Advisor (Client Service & Sales)
Builds
Client relationships and financial product adoption
Domain
Banking / Personal & Commercial Banking
Deliverable
client delivery
Required skills
Mutual Funds accreditation, client education, digital literacy, problem-solving, relationship building
Responsibilities
Proactively engage with clients to uncover needs and identify sales opportunities, assist with full range of financial transactions, resolve client banking problems, refer complex opportunities to specialists