Branch External Sales and Service Advisor OBR
Core
Provide compliant, professional financial advice and tailored solutions to walk-in and existing clients in a high-volume service branch environment.
Role type
Branch External Sales and Service Advisor
Builds
Long-term client relationships and sales growth within the banking sector
Domain
Financial Services / Retail Banking
Deliverable
client delivery
Required skills
Financial advice, sales target achievement, client relationship management, compliance with FAIS/TCF, data analysis, lead management
Preferred skills
Persuasive selling, problem-solving, industry trend awareness
Responsibilities
Build and manage long-term client relationships, educate customers on banking platforms, analyze customer data for financial advice, maintain client records, achieve sales and service targets, manage leads and follow-ups
Seniority
Junior to Mid-level, individual contributor