Universal Advisor
Core
Deliver compliant sales and service solutions to walk-in and existing customers in a high-volume branch environment, proactively identifying needs and promoting digital channels.
Role type
Frontline retail banking advisor
Builds
Banking products and services for international travelers and local customers
Domain
Financial services / Retail banking
Deliverable
product features
Required skills
Needs-based selling, regulatory compliance (FAIS/FICA/TCF), customer relationship management, transaction processing, digital channel migration, lead management
Preferred skills
Banking or business administration certification, experience in financial services customer support
Technologies
Digital banking platforms, e-Channels, self-service platforms
Responsibilities
Engage customers professionally to understand and sell banking solutions, educate customers on digital platforms, fulfill transactions within benchmarks, manage leads and follow-ups, maintain accurate customer records, adhere to ethical and governance standards
Seniority
Junior to Mid-level, hands-on IC