Banking Advisor
Core
Client-focused sales role helping clients with everyday banking, credit, and investment needs while driving sales and referrals.
Role type
Banking Advisor (Trainee)
Builds
Client relationships and financial product sales
Domain
Banking & Financial Services
Deliverable
product features
Required skills
Mutual Funds accreditation, client education, digital literacy, problem-solving, relationship building
Preferred skills
Track record in client relationships within financial or service industry
Responsibilities
Proactively engage with clients to uncover banking needs, assist with financial transactions, demonstrate digital banking tools, and refer complex opportunities to specialists.