Banking Advisor
Core
Client-focused sales advisor helping clients with everyday banking, credit, and investment needs while driving sales and referrals.
Role type
Banking Advisor (Sales)
Builds
Client relationships and financial product sales
Domain
Banking / Personal & Commercial Banking
Deliverable
client delivery
Required skills
Mutual Funds accreditation, client education, digital literacy, problem-solving, relationship building
Preferred skills
Track record in financial or service industry client relationships
Responsibilities
Proactively engage with clients to uncover banking needs and identify sales opportunities, assist with full range of financial transactions, resolve client banking problems, cultivate relationships with partners for referrals
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