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 providing appropriate banking solutions.
Role type
Frontline retail banking advisor
Builds
Banking products and services for retail customers
Domain
Financial services / Retail banking
Deliverable
product features
Required skills
Needs-based selling, cross-selling, regulatory compliance (FAIS, FICA, TCF), customer relationship management, transaction processing, digital channel migration
Preferred skills
NQF Level 5 Certificate in Banking or related fields, experience in financial services
Responsibilities
Engage customers professionally to understand and meet their needs, sell and cross-sell banking products, educate customers on digital and self-service platforms, fulfill transactions within benchmarks, manage leads and follow-ups, maintain accurate customer records
Seniority
Junior to Mid-level, individual contributor