Branch Advisor FAIS
Core
Provide compliant financial advice and manage client relationships in a high-volume branch environment, guiding customers to appropriate self-service channels.
Role type
Frontline retail banking advisor
Builds
Long-term client relationships and sales of financial products
Domain
Retail banking / Financial services
Deliverable
client delivery
Required skills
Financial advice, client relationship management, sales target achievement, compliance with FAIS/TCF, customer education, data analysis, record keeping
Preferred skills
Persuasive selling, problem solving, agile adaptability, strong communication, results-driven planning, attention to detail
Responsibilities
Build and manage long-term client relationships, provide positive customer experiences, educate customers on self-service channels, analyze customer data for financial advice, maintain accurate client records, achieve sales and service targets, manage leads and follow-ups
Seniority
Junior to Mid-level, individual contributor