Client Advisor
Core
Client-focused sales role helping clients with everyday banking, digital banking demonstrations, and identifying sales/referral opportunities.
Role type
Client Advisor (Sales)
Builds
Client relationships and sales/referral pipelines for a retail bank
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Client discovery, Problem-solving, Digital literacy, Relationship building, Active listening, Adaptability
Responsibilities
Proactively engage with clients to uncover banking needs, Demonstrate digital banking tools, Assist with financial transactions, Resolve client banking problems, Cultivate partner relationships for referrals